Page Comparison

Claim Intake Training

In this session, we'll tour the homepage and demo how to create a new claim. We'll walk through a few examples so that learners will be familiar with the various prompts that can populate. 

Case Follow-up Training

We'll discuss how to follow up on existing claims and learn about the actions available to

intake users.

Back-office

Basics Training

We'll tour the homepage, review the work inventory dashboard, and discuss Assignment Groups. This session will focus on the claim page layout and Case Assets available in the back-office claim page. 

Back-office Tools & Details Training

This session will focus on the Case Rollup stages, Case

Tools, and

where to find important details in the back-office portal.

Pre-Recovery Assignment Work

In this session, we'll discuss the dispute workflow in the back-office

and learn how to complete user assignments

in the Daily Maintenance and Initial Investigation assignment groups. 

Post-Recovery Assignment Work

In this session, we'll review the manager dashboard, review Assignment Groups, and discuss the dispute workflow in the back-office, learn how to complete user assignments in the Next Recovery Deadline and Later Lifecycle assignment groups.

Reporting Walkthrough

In this session, we'll discuss the reporting hub. We'll cover key reports (daily, weekly, monthly), know how to schedule reports, and learn how to filter data in QFD.

Leadership Training

In this session, we'll review the manager dashboard and tools, review Assignment Groups and manager-specific tasks, and dive into user management in the Admin Portal.