We help you to get the best outcome, by using a two-stage approach.
This enables us to navigate the market and create the necessary competitive tension to find the best fit for your business, aligned with your motivations.
1.
Review your debtors’ ledger
Review your debtors’ ledger to understand your customer risk profile, including exceptions such as seasonal peaks and any special arrangements
2.
Understand your key buyers
Understand your key buyers, considering such attributes as size and strategic importance, and provide initial credit opinions
3.
Understand your customer payment terms
Understand your standard customer payment terms, exceptions and your credit management processes
4.
Review bad and doubtful debt history
Review bad and doubtful debt history to assist with policy structuring
5.
Work with your budget
Work with your budget so that we can tailor potential solutions appropriately
We then move to the implementation phase
- We will give our opinion of the best solution objectively: the insurer with the optimal policy structure, coverage and price.
- Then, once your insurance cover is established, we will advise on policy compliance, provide service visits, introduce you to your insurance partners and set up access to the relevant online systems for policy administration, empowering 24/7 access.
- As a full service broker we will tailor our support to your needs and represent you in your relationship with your chosen insurance provider.
- We will manage any credit limit issues, mid-term policy amendments, “problem accounts” when you’re facing challenges with receiving payment and, if the worse-case scenario occurs, we will facilitate clear and effective claims management.
