It’s Time for the Next Generation of Claims Processing
Claims Processing is one of the most manually intensive, error-prone and costly functions in the consumer goods industry. For decades, companies have relied on outsourced BPOs to review, validate, and settle claims – often at the expense of speed, accuracy and control. But what if this entire business function could be automated?
Ava, Aforza’s Vertical AI, is making this a reality. In a world where operational efficiency is essential and every margin point counts, Ava is redefining how consumer goods companies approach trade claims. By taking on the heavy lifting, Ava replaces legacy BPO processes with intelligent, scalable automation – delivering faster resolutions, higher accuracy and significant cost savings.
Today’s Business Challenges & Pains
Trade claims represent a critical reconciliation point between brand and retailer – but the current process is broken. Most CPG companies today experience the following pain points:
High Operational Costs
Millions are spent annually on third-party BPO services to manually review and settle trade claims.
Slow Cycle Times
Claims can take weeks or even months to resolve, affecting cash flow and customer satisfaction.
Human Errors
Manual reviews are prone to inconsistencies, incorrect validations, and missed fraudulent claims.
Lack of Visibility
With claims often managed outside of core systems, commercial teams have little oversight or control.
Limited Scalability
As business volumes increase, so too does headcount — a model that’s unsustainable and inefficient.
These challenges not only eat into profit margins but also create friction between manufacturers and their retail partners.
Claims Processing at Scale with Ava
Ava, Aforza’s Vertical AI, introduces a completely new category of product: Heavy Lifting Agents. These AI-powered agents are designed to automate complex, high-volume business processes – and Trade Claims Processing is a perfect fit.
Ava’s Trade Claims Processing agent transforms the traditional workflow by:
Ingesting Claim Data at Scale
Ava can consume thousands of claims across multiple formats and sources, structuring them for intelligent processing.
This removes the need for manual data entry or data wrangling, which is often a bottleneck in the process.
By automating ingestion, Ava ensures claims are processed faster and with fewer errors, accelerating time to resolution.
Applying Business Rules & Validation
With a configurable rules engine, Ava checks claims against promotion agreements, proof of performance, delivery records, and pricing terms.
This ensures every claim is validated consistently and in line with commercial policy.
It reduces overpayments and makes the process audit-ready by default, lowering financial leakage and compliance risk.
Making Intelligent Decisions
Each claim is either approved, rejected, or flagged for manual review – with full audit trails and rationale provided.
This speeds up processing while still allowing for human oversight where needed.
It enables teams to trust the outcomes and focus attention only on exceptions, not routine work.
Trigger Workflow Actions
Ava can initiate payments, raise disputes, or notify account managers – all in real time.
This eliminates lag between decision and action, reducing claim cycle times significantly.
Ava improves retailer satisfaction and helps finance teams close the loop faster on outstanding claims.
Learning Over Time
Ava continues to improve by recognising patterns in previously approved claims and refining its validation logic accordingly.
This self-learning loop increases accuracy over time and reduces the need to manually maintain rules.
As Ava gets smarter, the system becomes even more efficient and resilient to changes in commercial conditions.
Reference: Traditional BPO vs Ava Heavy Lifting
To support this, Aforza delivers a robust Cockpit View for managers – a central console where claim volumes, statuses, exceptions, and agent performance can be tracked in real time. This brings transparency and control back to the business.
Business Value – Real Numbers That Matter
The financial and operational impact of automating Trade Claims Processing with Ava is game-changing. Here’s what you can expect, based on conservative benchmarks across leading consumer goods companies:
Eliminate Millions in Annual BPO Costs
Most mid-to-large CPG companies spend millions per year outsourcing trade claims to BPO partners. With Ava, this cost line disappears. Ava can process over 100,000 claims per month, without the need for any offshore headcount.
Resolve Claims 90% Faster
Manual claim validation typically takes 15–30 days. Ava reduces this to minutes, enabling same-day decisions and freeing up cash flow. This means millions of dollars of claims backlog processed in days instead of weeks.
Cut Overpayment Errors by 60–80%
Ava enforces business logic with 100% consistency, preventing overpayments and duplicate settlements that humans often miss.
100% Audit Trail for Compliance
Every decision made by Ava is tracked, explainable, and available for audit. This reduces the time spent on internal reviews, compliance, or customer disputes. This removes 100+ hours/year in finance team admin.
Scale Without Headcount
Claim volume surging? No problem. Ava can process thousands of records per minute with no degradation in performance. Ava processes 10x more claims without hiring additional resources.
For a $1B CPG organisation, the total estimated benefit of automating Trade Claims Processing with Ava is $2M–$3M+ per year, driven by BPO cost elimination, error reduction and productivity gains.
Reference: Ava Heavy Lifting Business Impact Table
See the Impact Today!
The opportunity is clear. Companies that embrace automation for claims processing will unlock cost savings, better control, and a stronger foundation for commercial excellence.
Here’s how to get started:
1. Assess Current Costs & Volumes
Understand how much you’re currently spending on claims processing, what your backlog looks like, and where inefficiencies lie.
2. Engage with Aforza for a Business Case
We’ll work with you to model the potential savings, productivity gains, and ROI from adopting Ava.
3. Start with a Pilot Use Case
Run Ava on a defined set of claim types or regions to demonstrate value quickly and build internal buy-in.
4. Scale with Confidence
Once proven, roll out Ava across all trade claims – knowing the platform can handle scale, complexity and compliance.
In an industry under pressure to do more with less, Ava provides a bold new approach. By automating the heavy lifting of Trade Claims Processing, CPG companies can cut costs, boost productivity and take back control – all while delivering faster, more accurate outcomes.
The future of claims processing isn’t manual – it’s intelligent, scalable and powered by Ava.
Discover the Power of Ava
Ava, Aforza’s Vertical AI, empowers every team member with the world’s top Commercial Excellence Coach, boosting productivity & smarter decisions in every use case. Get started today with an exclusive offer to use the Ava Commercial Coach. This include 10GB of digital knowledge storage, 1,000 free messages per month & unlimited users.