Uploading Distributor Reports to Claims Why Choose to Upload a reports to a Claim? By uploading a claim your claim will be processed faster than faxing or mailing your documents. Your proof or purchase is attached to your claim, which expedites the claim approval process and eliminates the need for you to spend time and money faxing and mailing documents. How to Upload a Claim 1. Save the PDF, Excel, TIF, etc file which contains your proof of purchase to your computer. a. If you have a hard copy of the invoice or velocity report, you will need to scan the file to your computer and save the file to a folder or desktop. 2. Log into your account at www.schwansbc.com 3. Begin the claim process, by clicking on “Submit New Claim” 4. Choose the distributor you purchased the products from. 5. Choose the “Upload “options for which method you will be sending the proof of purchase to Schwan’s. 6. Continue to complete the claim submission process; enter invoice/velocity report dates, and enter case purchases. Click “Submit Claim” after all information is entered. 7. On the next screen, there are 2 choices “Submit another Invoice” or “Upload Documentation”. If you have more invoices to enter, click on “Submit another Invoice”. If you are done submitting invoices click “Upload Documentation” 8. To upload your proof of purchase, click browse and search for the file you saved during step 1. 9. Choose the file and click “Ok”. You can only upload one document at a time. 10. Type in any comments regarding the claim, enter them into the prompt that appears. Click “Ok”. 11. Your proof of purchase is now attached to your claim and is listed in the “Attached Claim Documents” area. 12. You can upload a maximum of 20 documents to a claim. 13. Click “Process Claim” and the next page will confirm your claim submission.
Type in the distributor. This is a type ahead function; it will fill in as you type.
Choose the method for which you are sending it in.
Choose Claim Type Velocity reports are limited to a 100 day period and must be submitted within 60 days of end report date. Invoices must be submitted within 60 days of the invoice date