MDF IQ reviews every claim
Check each claim and its supporting documents against your program rules, then review the recommendation or let MDF IQ decide.
Claims arrive ready for review
MDF IQ checks invoices, photos and attendee lists against your program rules, showing the result and reason for every check.
- Confirm dates, totals and eligible activities
- Catch invoices used on another claim
- Get a recommendation with a confidence score
Help partners fix claims faster
MDF IQ drafts a message explaining what needs to change and which files to replace. Your team reviews and sends it.
- Explain every change in plain language
- Mark the files that need replacing
- Check the new proof on resubmission
Ask IQ answers MDF questions
Partners get straight answers about their MDF without searching through the portal.
- Check available and reserved funds
- See when proof is due
- Go straight to the next action
Automate MDF reviews step by step
Start in review mode, then automate more as MDF IQ’s recommendations consistently line up with your team’s decisions.
- Track agreement with your team
- Test MDF IQ on past claims
- Keep rejections and high-value claims with people
Grow faster with the power of Agentic AI
Pick an agent, or click a stage, to see where Unifyr IQ works for you.
The front door to your program, in every stage.
- Answers in plain language from your program data
- Changes deals, leads and applications from the chat
- Drafts emails and posts in any language
Your partners’ personal guide.
- Introduces onboarding at the first login
- Tracks progress across onboarding categories
- Gives partners a clear next action
Assistance from recommendation to launch.
- Shows which campaigns fit each partner, and why
- Brands the assets for the partner
- Schedules the campaign once it is approved
From content to social posts. In seconds.
- Turns new assets into ready-to-share posts
- Gives a first draft with a clear call to action
- Lets you choose what needs approval
Your AI deal advisor, on every deal.
- Estimates the win probability of each registered deal
- Flags risks without asking for updates
- Recommends the next steps in one place
Ask your partner data. Get answers in seconds.
- No report setup or filters
- Charts and tables that make comparisons clear
- Results to download and share
Every claim checked before it reaches you.
- Checks every claim and its proof against your rules
- Drafts the fix request for the partner
- Decides only at the trust level you choose
Every lead with the partner who can win it.
- Routes each lead through the flow that fits it
- Scores every eligible partner and explains why
- Assigns or recommends in the mode you choose
Find and sign the right partners.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Analytics IQAnswers performance questions without anyone building a report.
Get new partners productive fast.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Onboarding IQWalks every new partner through onboarding and nudges the next step.
- Analytics IQAnswers performance questions without anyone building a report.
Enable partners to sell like you do.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Onboarding IQWalks every new partner through onboarding and nudges the next step.
- Analytics IQAnswers performance questions without anyone building a report.
Help partners create demand.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Campaign IQPicks, brands and schedules the right campaign for each partner.
- Social IQTurns your latest marketing content into ready-to-share posts.
- Analytics IQAnswers performance questions without anyone building a report.
- This pageReviews every MDF claim and its proof against your program rules.
See every partner deal.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Campaign IQPicks, brands and schedules the right campaign for each partner.
- Social IQTurns your latest marketing content into ready-to-share posts.
- Deal IQReviews every registered deal and flags the risks early.
- Analytics IQAnswers performance questions without anyone building a report.
- Distribution IQMatches every incoming lead with the right partner on your routing rules.
Measure what your partners produce.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Analytics IQAnswers performance questions without anyone building a report.
Reward partners by tier and activity.
- Ask IQAnswers questions and makes changes for you, from one chat.
- Analytics IQAnswers performance questions without anyone building a report.
- This pageReviews every MDF claim and its proof against your program rules.
Common questions
What buyers ask before a demo.
What is MDF IQ?
MDF IQ is Unifyr’s MDF claim review agent. It reads each claim and its proof, checks it against your program rules, finds invoices already used on other claims, and recommends approval, asks for fixes, or flags the claim for your team.
Can MDF IQ reject a claim?
No. MDF IQ never rejects a claim. Anything it is unsure about goes to a person.
Can MDF IQ approve claims on its own?
Only if you allow it. Each program starts in Review, where your team decides everything. In Trusted, MDF IQ approves claims that pass every check up to your limit. Autonomous unlocks once MDF IQ has a proven track record on your claims. MDF IQ never rejects a claim at any level.
Do I need to enable AI features, or are they on by default?
All AI features in Unifyr are opt-in. Customers explicitly enable each feature, so you can complete internal security reviews before activation. Individual agents can be enabled independently for Partner Portal and Admin surfaces, and turned on or off as needed.
How does Unifyr protect customer data when using AI?
Unifyr’s intelligence layer is isolated per customer. Your data doesn’t leave your tenant and isn’t used to train AI models. Encryption covers both transit and rest, and Unifyr is SOC 2 compliant with role-based access controls. AI features are opt-in, so you can complete internal security reviews before activation.
Can we white-label the AI experience for our portal?
AI features inherit the portal’s branding like any other Unifyr component. The agents run inside your branded partner experience without Unifyr’s visual identity appearing in the conversation. Partners interact with what appears as your AI assistance rather than a third-party tool.
What is the Unifyr MCP Server?
The MCP Server lets AI assistants like Claude Desktop and Google Gemini query your partner program data directly. Admins and partners can retrieve information or interact with agents like Analytics IQ inside their preferred AI workflow. About Agent Connect
Is there an AI audit log?
Agent actions log alongside other system activity. You can see what an agent did for a partner and what the partner did in response. The log is available for compliance review and for understanding which agent behaviors drive the best outcomes.
See MDF IQ on your own data
We will connect a tenant and put your question to the agent during the call.
Get a demo