Funds & Claims Management
SHIFT manages funds allocation, claims processing, and reimbursements - helping improve accuracy, visibility, and program performance.
Simplifying funds management
SHIFT integrates platform technology and services to enhance funds management and visibility across partner networks.
Problem
Managing Co-Op, MDF, and other channel funds is often complex, manual, and difficult to track across partner networks, leading to underutilized budgets and limited visibility.
- Low fund utilization across partners
- Manual claims and approval processes
- Limited visibility into fund usage
- Inconsistent program adoption
Approach
SHIFT combines platform and managed services to simplify funds management, optimize program performance, and reduce administrative burden.
- Program design and consulting support
- Platform hosting and ongoing management
- Claims validation based on program rules
- Claims reimbursement to channel partners
- Reporting and business intelligence dashboards
What the platform does
SHIFT manages and operates funds programs on behalf of clients, handling everything from claims processing to reimbursement and reporting – ensuring accuracy, compliance, and full visibility across partner networks.
- View and manage fund balances in real time
- Submit, track, and manage claims
- Utilize funds to purchase brand-compliant marketing campaigns
- Monitor program performance and reporting
- Access marketing assets and program details
Measurable results across channel programs
SHIFT helps organizations improve efficiency, visibility, and performance across their channel fund programs.
SHIFT helped streamline our fund management process, improving visibility and significantly reducing the time required to process claims across our dealer network.
Global Manufacturing Brand
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