Training Topics Covered & Training Packages
Training Topics Covered & Training Packages
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Training Topics
Handling Case Management Data Entry
Filter New Cases and Importance of Welcome Calls
Intake Process and Importance of Customer Service
Recommended Types of Treatment
Important Opening Letters
Understanding Accident Reports
Understanding Property Damage
Understanding Liability Decisions
Understanding Case Management Based on Case Ages
Strategies to Maximize Case Value and Discussing Client Rapport
Understanding Types of Insurance Coverages and Benefits, State by State
Understanding Diagnostic Testing, Understanding Traumatic Brain Injuries, and Reports
Understanding Surgical Procedures
Understanding Types of Demand Letters and Life Care Plans
Understanding Settlement Values on Cases
Understanding Reductions, Liens, and Closing Statements
Free "The Forbes Method" Book with New Hire & Tenured Training Packages
Free "The Forbes Method" Book with New Hire & Tenured Training Packages
Training Package Prices
Unlimited Year-Round Training & Coaching Services - $50,000.00
INCLUDES - Full Firm Case Review with Case Manager(s), Creating to-dos (tasks/dockets) to assist Case Managers, Creating Custom Firm KPIs, Unlimited Year-Round Salesforce platform training, Training Paperback Book, Training Spiral Notepad, Checklist, Workflow Charts, Unlimited Video Conference Questions and Answers after training Unlimited Video Requests, and Unlimited Year-Round PI Helpline (24/7 Line for email, text, and phone calls regarding training questions or concerns). (Payment Plans available)
File Audit (10 Files Audit w/ Full Report and Coaching Sessions) - $10,000.00
INCLUDES - 1 month of random file audits, reviewing file handling, potential malpractice concerns, suggestions for case value increase per file, providing a full report, and summary to attorney and case manager. *Will increase case values by 70% by reviewing cases with staff* **Required Mutual Nondisclosure Agreements per law firm.
File Audit (30 Files Audit w/ Full Report and Coaching Sessions) - $25,000.00
INCLUDES - 2 months of random file audits, reviewing file handling, potential malpractice concerns, suggestions for case value increase per file, providing a full report, and summary to attorney and case manager. *Will increase case values by 70% by reviewing cases with staff* **Required Mutual Nondisclosure Agreements per law firm.
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