To ensure your requests are routed quickly and handled by the correct team, it’s important to follow a few simple guidelines when emailing the Client Services team ([email protected]).
Using the right subject line keywords and including the necessary information will help avoid delays and improve response times.
Why This Matters
Our system uses subject line keywords to automatically route requests to the appropriate team. Including the correct keyword ensures your request is processed efficiently.
Request Types & How to Submit
When to use:
When you need help matching or segmenting a list of companies.
What to include:
Subject line: “Company Matching” or “Segmentation”
Provide relevant company details and any supporting context
When to use:
When requesting outreach to a new supplier that has not previously been rated for your company.
Steps:
Send an introduction email to the supplier
Send a separate email to [email protected] with the completed supplier contact details template
Turnaround Time:
2 - 3 business days; this may vary during peak periods
Tip:
Ensure all supplier contact information is accurate to avoid delays.
Tracking the FHR Request:
You can track the status of your request in the Outreach Dashboard.
Following up with Client Services on the new request sent?
If you still have questions, please reach out to [email protected] and include the information below.
What to include:
Subject line: “New Outreach Request - Follow-up”
Name of the counterparty
Any relevant details
When to use:
When requesting an updated financial review for an existing supplier.
⚠️IMPORTANT: For refresh requests, we are required to list the previous point of contact who submitted the financials in the outreach, as there can only be one account holder per company.
If an additional contact is provided, we will include them in future email communications to ensure they are looped in.
What to include:
Use “Initiate Refresh Request” in the subject line
Counterparty name(s)
Ticker
Rated Company Name
Additional Contacts
Tracking the FHR Request:
You can track the status of your request in the Outreach Dashboard.
Following up with Client Services on the refresh request sent?
If you still have questions, please reach out to [email protected] and include the information below.
What to include:
Subject line: “Refresh Request - Follow-up”
Name of the counterparty
Any relevant details
When to use:
To check the status of an existing outreach request.
Tracking the FHR Request:
Outreach requests can be tracked directly within the platform via the Outreach Dashboard, where you can monitor progress in real time.
What to include:
Use “Outreach Status” in the subject line
Include the supplier name and request details for reference
When to use:
To provide our team with an additional point of contact for our Member Services, reach out.
Keep in mind:
We can only include one contact in automated emails
Our Member Services team will include the additional contact on their next follow-up
What to include:
Subject line: Outreach Additional Contact
Counterparty Name(s)
Additional Contact First and Last Name
Additional Contact Email
⚠️IMPORTANT: For refresh requests, we are required to list the previous point of contact who submitted the financials in the outreach, as there can only be one account holder per company.
If an additional contact is provided, we will include them in future email communications to ensure they are looped in.
6. HealthMark
When to use:
To request the addition of a private company to the HealthMark database or to submit a question regarding a HealthMark Report.
What to include:
Subject line: HealthMark - "Nature of Request"
HealthMark - Add Private Company
HealthMark - Report Inquiry
Include in the email:
Company Name*
Headquarters Address
Headquarters City
Headquarters State
Headquarters Country*
Zip Code
Website
Contact email
Industry/Sector
* Required information
When to use:
When you need us to make updates to organization data to ensure your internal data and our ratings are properly mapped. This will include Unique ID changes, additions, or removals from your Customized Matrix Report or USV.
What to include:
Subject line: "Organizational Data - nature of request" (Addition, removal, etc)
Supplier Name
Supplier ID
When to use:
If you have the financial information for one of your private companies readily available, you can submit the request via the RapidRatings platform. Please follow the steps below:
Steps:
Navigate to Program Management > Financial Statement Submission
Click "New Request" to start the submission process
Turnaround Time:
3 business days; this may vary during peak periods
Tip:
Ensure all the necessary data has been submitted to avoid delays.
Following up with Client Services on a Direct Submission request sent?
If you still have questions, please use the chat option at the bottom right of your screen to speak to a member of our team.
What to include:
Subject line: Client Direct Submission - Follow-up
Request ID
Supplier Name
Best Practices
Use clear and consistent subject line keywords
Include all required details in your initial request
Avoid sending duplicate requests, as this may delay processing
Keep communication in a single email thread when following up