We never leave a penny on the table.
WE HAVE THE SOLUTION!
We have recovered over $500,000 in Co-op funds for our clients.
The Co-Op process isn’t just a simple administrative task. It takes experts to fully understand the intricacies of each OEM Co-Op program.
Often dealers don’t have the time or resources to dedicate to the Co-Op Management process which results in a loss of eligible funds.
Our Process
Claim Submissions
Review of marketing budget (if available) for all co-opable media
Collection of all documents required for submission for the specific media (either from dealership or directly from vendor)
Communicate with eligible vendors to receive monthly documentation working directly with 3rd party vendors
Review for compliance prior to submission
Submit monthly claims to respective OEM portals
Submission of required documentation in a timely manner to ensure we are ahead of submission deadline to respective OEM portals
Claim Tracking
Frequent tracking of claim submissions during review cycle to ensure approved/paid status
Identify and resolve any flagged claims
Reconciliation and/or notification of any submissions in missing document or declined status
Post claims to client tracking sheet to reflect real-time data
Weekly updates to shared tracking document which shows current fund status and most recent claim status
Monthly Reporting
Co-op Update Report & Call
“Account Snapshot” outlining available & projected funds
Review of claim submissions and status
Co-op Account Snapshots
Our Team submits, monitors and tracks every claim, for every store, every month while providing detailed status notes and tracking sheets.
Each month, our team will schedule a Co-op Update Call reporting on the claim submissions and fund statuses for dealerships.
Our Co-Op Account snapshots are shared with dealers and available all the time, reflecting fund statuses in real time.
We make sure you know where your money is at all times. We’ll never leave you guessing!
