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Introduction to Claim Intake
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We've put together interactive e-modules to assist with intake training. These modules are quick guides that provide an introductory glance at the intake questionnaires. Users will complete a short knowledge check or simulated questionnaires. Experience is the best teacher, after all!
Leaders are to communicate to their teams which e-modules to complete based on the relevant claim types.
SCORM files can be downloaded here and uploaded to the firm's LMS.
e-Module links:
Start here: Intro to Claim Intake
Bill Pay Claim Intake Coming soon!
Check Claim Intake Coming soon!
Wire Claim Intake Coming soon!
Identity Theft Intake Coming soon!
Balance Transfer Claim Intake Coming soon!
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Questionnaire Walkthroughs | Case Status & Tools |
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