Track credit insurer limits against customer exposure and draft requests
We take off your hands: checking each customer's balance and open orders against their insured limit and writing limit appeals to the insurer.
You get: a report of each customer's exposure against their insured limit, alerts when one nears or passes it, and draft insurer requests for your credit manager.
Get a price for thisOr check first: Are we ready for AI?
The problem
Our credit insurer cut a big customer's limit and we only noticed after we had delivered.
How it works
What comes in
- Insurer limit schedule or portal export, ledger balances, open orders, customer filed accounts, trading history
What AI does
Compares exposure with insured limits, alerts on breaches and drafts appeals and increase requests.
What you get
- A limit-versus-exposure report, alerts and draft insurer submissions
Who signs it off
Your credit managers decide whether to trade beyond cover and submit the appeals to the insurer themselves.
What it needs to work
- Insurer limit data
- Up-to-date exposure figures
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?