Worksheet

Claim rejection checklist

A single checklist with one row per rejection reason. Columns are the reason, the proof needed, who collects it, the brand’s window and a tick box. A lower block records every rejected claim with its reason code, the date it was refiled and the amount finally recovered.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Why the brand rejects distributor claims and what to keep on file”, www.gullysystem.com/blog/why-the-brand-rejects-distributor-claims-and-what-to-keep-on-file