We've put together interactive e-modules to assist with intake training. 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
RTP Claim Intake
Zelle Claim Intake
Bill Pay Claim Intake
Check Claim Intake
Wire Claim Intake
Identity Theft Intake
Balance Transfer Claim Intake
Finish here: Case Follow-up