Reach new heights

This form is used by sales representatives to request advance approval for business-related lunches tied to UMS-approved accounts.

All requests must be submitted at least 24 hours prior to the lunch event.

Please ensure that:

• Only UMS-approved products are discussed during the lunch
• Maximum reimbursement is $25 per attendee, up to 5 attendees unless pre-approved
• Alcohol expenses are not reimbursable, and the tip must not exceed 20 percent

After the lunch, you are required to submit the receipt, list of attendees, and a brief meeting summary within 48 hours to qualify for reimbursement.

Click this to download the Sign In Sheet (List of attendees form) PDF.

Failure to follow these guidelines may result in denial of reimbursement. 

For any questions or concerns, email us at sales@universalmedsolutions.com. Thank you for helping maintain UMS professional standards.

What this is:

This is a required internal form for sales reps to submit meeting details, account progress, contact updates, and next steps. It provides leadership with visibility into rep activity, identifies sales opportunities, and supports ongoing follow-up efforts.

Use this form after:

• Any meeting with a doctor, clinic, or hospital
• Closing an account or moving it forward
• Collecting feedback, objections, or new product interest
• Speaking with key decision-makers or staff

• Submit the form within 24 hours of the meeting
• Include accurate names, contact details, and meeting notes
• Provide insights about product interest, objections, and follow-up plans
• Use the final section to include anything not covered in earlier questions

What this is:

This is a required internal form for sales reps to submit meeting details, account progress, contact updates, and next steps. It provides leadership with visibility into rep activity, identifies sales opportunities, and supports ongoing follow-up efforts.

Use this form after:

• Any meeting with a doctor, clinic, or hospital
• Closing an account or moving it forward
• Collecting feedback, objections, or new product interest
• Speaking with key decision-makers or staff

• Submit the form within 24 hours of the meeting
• Include accurate names, contact details, and meeting notes
• Provide insights about product interest, objections, and follow-up plans
• Use the final section to include anything not covered in earlier questions

This form is used by sales representatives to request advance approval for business-related lunches tied to UMS-approved accounts.

All requests must be submitted at least 24 hours prior to the lunch event.

Please ensure that:

• Only UMS-approved products are discussed during the lunch
• Maximum reimbursement is $25 per attendee, up to 5 attendees unless pre-approved
• Alcohol expenses are not reimbursable, and the tip must not exceed 20 percent

After the lunch, you are required to submit the receipt, list of attendees, and a brief meeting summary within 48 hours to qualify for reimbursement.

Click this to download the Sign In Sheet (List of attendees form) PDF.

Failure to follow these guidelines may result in denial of reimbursement. 

For any questions or concerns, email us at sales@universalmedsolutions.com. Thank you for helping maintain UMS professional standards.