We've put together interactive e-modules to assist with intake training. Users will complete two questionnaires per module. Experience is the best teacher, after all.
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