eLearning Course Summary

Disbursements

This course will provide an overview of disbursements. The course will take the guidelines on Ocean and present the terms and requirements in a way that CSRs can relate. PKS will design and develop a 20-40 minute high-level interactive online learning High-Level course to: Course Goals Provide CSR associates with a high-level overview of disbursements The primary audience for this course is Customer Service Representative and Client Target Service associates; however, content will be high-level enough for use by a wider Audience audience, including All Life Division Associates. This course is not designed for viewing by producers or the public. It is recommended that learners have a high-level understanding of life insurance product types. In addition, it is recommended that learners complete the following: Assumptions Life Insurance Fundamentals instructor-led course or equivalent foundational knowledge of life insurance concepts eLearning Life Insurance Policy & Life Insurance Process The development timeline will depend on SME availability and adherence to the Dependencies review process and other due dates. At the conclusion of this course, learners will be able to: describe the key terminology associated with Loans, Surrenders and Course Withdrawals Objectives compare and contrast attributes of Loans, Surrenders and Withdrawals identify the flow of a disbursement from the inception of the request to the end of the process The duration of this course is approximately 20-30 minutes Modules will be available through a main landing page and will be self-paced with the ability to move linearly between topics. Each module will include conceptual content in the form of charts, case studies, General and diagrams that will make the concepts easy to learn. Educational activities and Course knowledge checks will be inserted, where appropriate to enhance and reinforce the Functionality learning experience. Learners will receive specific feedback depending on the answers they choose. Each module will also include more content and examples in the form of Learn More information boxes. These pages might include specific audience informat ion, or material that is beyond the basics of the product. Once the course is published to the Life Division Knowledge Base, an Deployment Marketing announcement will be posted on Splash. The course description and link to the Life Division Knowledge Base will also be added to the PKS Training Catalog. Strategy Course completion will be tracked through an email that will automatically Course Evaluation generate when the user finishes the course. PKS will receive the notification and update the training & tracking database. Metrics Sponsor Business Lead SMEs Julie Trask Michelle Laca Withdrawals: Debbie SMEs & Other Alvidrez eLearning Designer Resources Surrenders & Loans: Carrie DeLaMontanya Mai Lynn Hyunh
Overview
Page 1 Last Updated: 8/17/11