1: Intake Agenda

Overview

We recommend delivering a blended learning approach that includes Powerpoint decks, e-training modules, and practice in a simulated environment. Combining these three modalities creates a personalized, effective educational experience. To successfully provide a blended learning approach, we will need a library of Powerpoint decks, facilitator guides, published e-trainings, and user access to the staging environment.

Quavo has a small but growing library of learning material to support our clients' training efforts. Please reach out to the Quavo training team if there is a learning material that must be created for your firm's internal training plan.

Agenda

The following agendas include QFD-only modules. Edit this agenda and add firm-specific modules where needed.

Intake
Modules	Topics	FG	Modality
Intro to Claim Creation *Coming soon	Tour the homepage How to start a new claim How the questionnaire works	Y	Powerpoint
Claim Intake Module 1	How to start a new claim Claim stages Document requirements Confirmation screen	N	e-Training
Claim Intake Module 2	Define the fraud reason Define the non-fraud reasons	N	e-Training
Card Intake Questionnaire Review	Fraud questionnaire Police report questions Visa dispute questionnaire	N	Confluence or staging environment
Claim Creation Practice	Provide users with the necessary data to submit claims Guide users through the claim creation process Give users practice scenarios	Y	Staging environment
Existing Claim Review *Coming soon	How to locate an existing claim Understand the claim status Be familiar with the tools and actions available to users	Y	Powerpoint
Claim Intake Module 3	How to use the search bar Learn about the claim status Be familiar with the tools and actions available to users	N	e-Training
Claim Follow-up Practice	Provide users with the necessary data to find claims Guide users through the search process Give users practice scenarios	Y	Staging environment