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Citizen’s Task Training

Disclaimer: This Training Aid is intended to pertain to most claims but cannot necessarily address all claim situations. It is understood that individual situations may fall outside of this Training Aid, requiring prudent judgment on the part of the claims professional. Administrative Strategies reserves the right to modify, revoke, suspend, terminate or change any part of this Training Aid, in whole or in part, at any time, with or without prior notice.

A portion of this information is provided by Citizen’s Property Insurance Company and they are solely responsible for their content.

Course Curriculum

  • Customer Contact Activity | File Notes
    15 minutes
  • Citizens Scripted Customer Interactions | Contact
    15 minutes
  • Customer Contact Activity Quiz
    16 questions
  • Best Practices | Estimating
    15 minutes
  • Best Practices | Estimate Components
    15 minutes
  • Best Practices Estimating Quiz
    37 questions
  • Claims Handling | Roles and Responsibilities
    15 minutes
  • Claims Handling | Xactanalysis
    15 minutes
  • Claims Handling | Claim Workflow Guidelines
    15 minutes
  • Claims Handling | Task Assignments and Activities
    15 minutes
  • Claims Handling and Xactanalysis Quiz
    15 questions
  • Citizens Inspection & Investigation Requirements
    15 minutes
  • Claim Investigation Best Practices
    15 minutes
  • Claim Investigation Quiz
    32 questions
  • File Notes
    15 minutes
  • Completing The Task | Xact Activity
    15 minutes
  • Uploading the Final Work Product
    15 minutes
  • Citizens Scripted Customer Interactions – Onsite
    15 minutes
  • Site Inspected Activity Quiz
    23 questions

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