Quiz for:
Overview of AML Reports and Case Management

Question 1

What role do 'title checkers' play in the case management structure?

Question 2

After making calls, how are successful cases generally described?

Question 3

What impact did the new strategies have on the case numbers recently?

Question 4

What is the primary challenge of cases that close without generating revenue?

Question 5

How should team members avoid duplication in case handling?

Question 6

What is the primary objective of regularly managing AML reports?

Question 7

What is a key strategy for improving document collection from clients?

Question 8

What should be checked alongside AML when contacting clients?

Question 9

Why is it essential to proactively manage the One to Seven Reports?

Question 10

How frequently should the AML reports be checked according to the plan?

Question 11

What signifies a successful outcome-based call?

Question 12

What is a significant benefit of focusing on 'One to Seven Cases'?

Question 13

What collaborative tool is mentioned for planning and tracking case management activities?

Question 14

What is emphasized as more effective than emails in client interactions?

Question 15

What daily activity is recommended to better manage case reports?