Credit insurer limit cut to managed customer exposure
We take off your hands: watching for credit insurer limit changes and warning signs, and working out your full exposure to each customer.
You get: an alert when cover changes, your full exposure including retention and open orders, and a decision brief for your directors on whether to keep supplying.
Get a price for thisOr check first: Are we ready for AI?
The problem
The credit insurer cut a big customer's limit and sales kept taking orders for a fortnight.
How the steps join up
It starts when: a trade credit insurer cuts or withdraws cover on a customer, or warning signs appear on a large account.
Warn directors when a client, subcontractor or supplier shows signs of financial trouble
Track credit insurer limits against customer exposure and draft requests
Show total exposure to any client or main contractor if it fails tomorrow
Prepare a decision brief before a major director decision
Your team checks and decides at this step.
Check a new customer's credit and suggest a limit before taking the order
One more step, which a call confirms.
What you end up with: The company sees the change at once, knows its full exposure including retention and open orders, decides whether to keep supplying, and sets a new limit the sales team can see.
Who signs it off: Your finance director or managing director approves any trading above insured limits.
What it needs to work
- Trade credit insurance
- Retention and unbilled work recorded
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Specialist subcontractors
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?