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Intake e-Training

Intake e-Training

Introduction to Claim Intake

 

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:

Questionnaire Walkthroughs

Case Status & Tools

 

 

 

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