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Customer Care Professional Guide

This guide will take you through the basics of CMS, taking calls, our phone system and other items that will help you to be successful in assisting our insureds.

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Course Curriculum

  • Introduction to AdminStrat
    5 minutes
  • Frequently Asked Questions
    30 minutes
  • Ring Central – Customer Care
    30 minutes
  • Phone Communication Skills
    30 minutes
  • Customer Care CMS Guide
    30 minutes
  • FIRM Maps
    30 minutes
  • Loss Notices
    30 minutes
  • Prior Losses in CMS
    30 minutes
  • Updating FICO Numbers
    30 minutes
  • Customer Care Links and Resources
    5 minutes

The Customer Care Guide Includes

Basics of our Claims Management System

From searching for claims, adding notes, finding a status and everything inbetween

Phone Handling

View and download our best practices as well as detailed guidelines for putting together your reports

Resources and Documents

Links to important documents and websites
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