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, a library of PowerPoint decks, facilitator guides, published e-trainings, and user access to the staging environment is needed.

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 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