CLAIMS & DEDUCTIONS SOFTWARE

Quick & Easy Dispute Resolution Just a Click Away

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WHY AUTOMATE CLAIMS & DEDUCTIONS WITH ESKER?

Esker Claims & Deductions helps Customer Service and Accounts Receivable departments efficiently manage their claims and protect margins. Thanks to Al-driven data capture and electronic workflow capabilities, Esker manages both customer trade claims associated to promotions and marketing contributions, and non-trade claims related to shortages, damaged products or invoice price discrepancies that typically impact food, beverage, and consumer goods manufacturers and distributors.

 

  • Centralize claim
    informationDetect all claims regardless of origin (email, short payment, remittance) & track all information in a single location.
  • Enhance visibility on
    receivables & revenueWith real-time KPIs & dashboards, analyze claims by date, type or customer & review requested vs. authorized claim amount trends.
  • Facilitate cross-department
    collaborationWhen investigating & approving claims, connect data with order, promotion, invoice, delivery note or payment & easily collaborate through an internal chat tool.
“Esker reads the headers and billing lines, thereby automating a low-value task. This allows us to spend more time processing trade and promotional invoices by applying customer agreements. Our CS department has saved over 500 hours per year, freeing up the representatives to focus on higher value tasks.”​
Anna Costa │ Front-Office Retail Customer Service Manager │ Gallina Blanca
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WHEN YOU SEE EVERYTHING, YOU CAN HANDLE ANYTHING

You can't improve what you can't measure. Intelligent dashboards with packaged KPIs allow customer service and accounts receivable managers to benefit from actionable data. They can track deductions process trends in real time in easy-to-read charts and reports, analyze claims by type, date or customer, and identify bottlenecks in the workflow.

Compliance concerns? Esker's got you covered. A complete audit trail of every claim touch point is retained so that full transparency and accountability are ensured during the verification and approval process.

 
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TOOLS TO DIGITALLY TRANSFORM THE CLAIMS PROCESS

Esker's Claims & Deductions solution is built off of 35+ years of field experience and features a wide range of intelligent and powerful features, including:

  • Al & RPA TECHNOLOGY

    Esker uses a combination of Al and RPA technologies to optimize data recognition on customer claims, match the claim against the accounts receivable or pull supporting documents from customer portals.

  • CONFIGURABLE WORKFLOW

    Esker's solution embeds a multi-level approval workflow pre-configured based on the claim type and amount. It allows users from different departments (e.g., sales, supply chain, etc.) to investigate.

  • ERP INTEGRATION

    ERP INTEGRATION

  • COLLABORATION & COMMUNICATION

    To enhance collaboration and communication within the company, an internal chat tool allows users to exchange in an informal way, directly on the claim. Users can also clarify claims directly with customers, using external conversations that are also directly attached to the claim.

“Esker enables me to see recurring customer claims within a given time period and specific stages of the customer experience, helping me improve processes every day based on precise metrics.”​
Javier Fernandez Linares │ Customer Service Manager │ Sanofi Spain
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