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Intake e-Training

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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

ACH Claim Intake

ATM Claim Intake

Balance Transfer Claim Intake 

Bill Pay Claim Intake

Card Claim Intake

Check Claim Intake

Identity Theft Intake 

RTP Claim Intake

Wire Claim Intake

Zelle Claim Intake 

Finish here: Case Follow-up




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