Legal Document

5 Questions | Total Attempts: 402

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Legal Document

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Questions and Answers
  • 1. 
    What information is important to document while filing a claim?
    • A. 

      Specific questions/concerns the claims associate will need to address

    • B. 

      Alternate contact person

    • C. 

      Claimant Carrier details (name, claim number, phone number, address)

    • D. 

      All of the above

  • 2. 
    Why is it important to document additional details in a claim?
    • A. 

      The information gives the claims associate critical details to assist them in the claim handling process

    • B. 

      The information is only used by the agent and underwriter

    • C. 

      It is not important to document additional details in the claim

    • D. 

      The information is only important when the caller states it is

  • 3. 
    What are some ways you can support your documentation skills?
    • A. 

      Keep your notepad open on your computer and type notes throughout your conversation, then copy and paste the notes into the claim

    • B. 

      Add notes into the Additional Notes for Claims Associate as soon as the information is shared by the caller

    • C. 

      If additional information is given after a claim is submitted, send a CRM to the claims associate

    • D. 

      All of the above

  • 4. 
    Which of the following actions are appropriate when documenting additional details?
    • A. 

      Using proper spelling and proper capitalization when documenting proper nouns, such as a name

    • B. 

      Prefacing a specific caller question for a claims associate with “Caller Question: “ in the witness/comments section

    • C. 

      Accurately documenting the information shared by the caller

    • D. 

      All of the above

  • 5. 
    What can you do to improve your technical score regarding documenting customer service needs?
    • A. 

      Reading the Call Center Communications for success tips

    • B. 

      Reviewing the Call Center Website and expanding your knowledge

    • C. 

      Reviewing your quality evaluations and having a conversation with your supervisor

    • D. 

      All of the above.