Reimbursement Rules

1.Pre-Approval Requirement:

All customer touch points must be approved by the assigned Infinium direct representative before they can proceed.

2. Simplified Proposal Guidelines:

Provide a concise description of the planned activity, including:

• The customer(s) involved.

• The objective of the touch point (e.g., building relationships, introducing a new product).

• Estimated costs.

3. Review Timeline:

• Submit requests at least 5 business days before the scheduled activity to ensure timely review and approval.

4. Budget Limits:

• Adhere to the allocated dollar amount for reimbursement. Any costs exceeding the budget will not be covered.

5. Post-Activity Requirements:

• After the touch point, submit a brief report summarizing the activity and attach receipts to claim reimbursement.

6. Non-Compliance:

• Activities conducted without prior approval will not be eligible for reimbursement.

7. Communication:

• Use the designated IRP platform to submit requests, obtain approvals, and request reimbursements