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Claims – To hold up or not hold up, what is required?

By Tracy McQuilkin

In order to accurately process a claim we not only need a valid contract in ContractPro but we also require specific information on the actual claims themselves. If the information is missing from a claim we receive we place the claim on hold until the information is received. Below are some of the fields we must have, note depending on the claim type the fields vary. If you would like the full SOP for these requirements please contact your Answers Systems Account Manager.

To ensure your customers are submitting the following when requesting rebates for Contracted deviated or HQ (Operator) billbacks :

• Claimant Name and Address
• Alternate Mail to Name and Address if needed
• Invoice Number
• Invoice Date
• Amount Requested
• Invoice Time period (Start and end dates)
• Distributor product number
• Manufacturer product number
• Product Description
• Product Unit of Measure
• Quantity per product
• Request Rate per Product
• Request amount per Product
• Answers Systems ContractPro name and/or ContractPro ID
• Operator claims should include the distributor they purchase the product from

To ensure your customers are submitting the following when requesting rebates for Marketing Support billbacks if applicable:

• Claimant Name and Address
• Alternate Mail to Name and Address if needed
• Invoice Number
• Invoice Date
• Amount Requested
• Invoice Time period
• Promotion Name
• Answers Systems ContractPro name and/or ContractPro ID
• Must also include proof of event that took place (See client specific manuals for exact requirements) 
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Print | posted on Friday, January 28, 2011 3:54 PM

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