About this course
Use this on-demand training guide to understand:
- Adding a Claim
- Learn to add claims from the Policy QuickMenu.
- Learn specific fields and their importance/requirement including adding Company Claim Numbers, Date of Loss, Incident Descriptions, Damage Descriptions, Cause of Loss, Catastrophe Codes, Probable Loss, Reserve Amounts, and any Contacts and Payments associated.
- Managing Claims
- Learn of the many actions you can take within the Claims QuickMenu including Opening a Claim, executing a Loss Run, Emailing a Client about the claim at hand, Creating a Claims Letter, and Viewing any Documents associated with the Claim.
- Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
- Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
- Support Articles: Designed to answer workflow questions by providing step-by-step instructions.