A BP calls because they need to find a transaction record but are not sure whether to use Find Claim or Financials. What should the help desk do first?, Transfer the call to Claims Management, Find out what the BP needs and determine whether it's related to a claim, financials, organization, vendor, or task, Reset the BP's desktop settings, Create a production support ticket, An adjuster opens a confidential claim but cannot view the details. What should they do?, Use an admin account, Remove the confidential setting, Check who owns the claim and request access through the section manager, Ask a coworker for screenshots, A representative wants to see if a damaged vehicle is drivable. Where should they look?, Claim Tree or toolbar shortcuts, Organization settings, Claim close-out log, EFT payment registry, A user cannot find a performer or routing destination in ECS. What should they check first?, Search for the person or organization and verify their active status, roles, and dates, Reinstall ECS, Type the name manually, Create another profile, You confirm that the other party is fully at fault. What should you do next to start recovery?, Close the claim, Delete estimates, Review the loss details and update Subrogation/AMR/ISU indicators and referrals, Lock the claim permanently, An adjuster receives an alert saying information is missing. What is an alert?, A task for a vendor, An automatic notification that highlights something needing attention; it is not a task, A disciplinary warning, A payment cancellation request, Policy details do not match, such as an incorrect VIN or driver. What should you do?, Use Verify Driver, review policy details, and follow underwriting review steps, Edit policy data directly, Send the customer to claims intake, Delete the vehicle record, A claim cannot be closed because the system shows an error. What is the most likely reason?, All tasks are completed, Open tasks, reserves, subrogation items, or unpaid bills still exist, The policy was renewed, The adjuster logged in early, Before adding an independent medical examiner to a claim, what should you do?, Search existing service providers and organizations first to avoid duplicates, Add temporary information, Enter bank details, Create a guest account, A BP creates an alert to remind someone to make a call next week. Why is this incorrect?, Only managers can create alerts, BP cannot log in, Alerts are only reminders. Actions assigned to someone must be created as tasks, Alerts automatically close claims
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