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Introduction to Claim Intake

Multimedia
nameClaim Intake Intro_24.01_backup.mp4

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 HereClaim ReasonsFinish HereIntro to Claim Intake

Questionnaire Walkthroughs

Case Status & Tools

ACH

ATM

Balance Transfer

Bill Pay

Card

Identity Theft

RTP

Wire

Zelle

Case Follow-up