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
Bill Pay Claim Intake Coming soon!
Check Claim Intake Coming soon!
Wire Claim Intake Coming soon!
Balance Transfer Claim Intake Coming soon!
Finish here: Case Follow-up