Notification of Loss
The system we use to file a claim.
What is Claims Express?
Person who provides involuntary unemployment intake.
Who are members?
We enter this to search for the credit union that members has protection with.
What is Credit Union name?
An email is sent to this person/place to request claim filing.
Who is the credit union?
True/False: We call credit unions for claim filing.
What is False?
The person we can file claims for.
Who are Credit Union Members with protection?
This tab in claims express has the intake link.
What is the Benefits tab?
Guide used to help when member calls to start a new claim.
What is Member Notification of Loss Guide?
Task that is created to make sure credit union add loan details.
What is follow up - follow up?
Clip Cache short key used to document that the member does not have coverage.
What is Ctrl + T?
Member will know if their claim is filed by receiving this.
What is claim notifications (text and/or email)?
This needs to be saved in a note pad or sticky note so it can be entered into the call log note at the end of the call.
What is credit union name and contract number?
True/False: We select create follow up work task in the call log diary note.
What is False?
This is the action we take when member advises they have a credit card with the credit union but we do not have the credit card data on file.
What is send an email to the credit union?
Two pieces of information a member needs to file a claim.
What is the type of loss and date of loss?
Additional information provided by the member during intake is documented in this spot.
What is the additional notes box or claimant call log?
This is entered into the portal or lendingclaim.trustage.com site to pull up the claim information.
What is claim number and date of birth?
Member is at risk of repossession if a payment is not made. This task has to be created.
What is case management priority?
The meaning of member registration credit union.
What is a credit union that provides their loan data to Trustage to automatically load to a claim.
3rd party can file this claim(s).
What is any type of claim?
Types of claims an intake can be submitted for.
What is Disability, Involuntary Unemployment and Hospitalization?
This is your trainer's names.
Who is Kala Kruse and Brooke Drewelow :)?
This step has to be taken to ensure the credit union can see the claim that has been started.
What is add CU membership?
Loans autoload and there is an error, you must do this.
What is verify with the caller if we have the correct number of loans?