Policyholders and their brokers often worry
about missing deadlines and maintaining current credit and
buyer files under complex policy requirements. They also are
concerned about maintaining a running chronology of the status
of pending items between themselves and the insurance company.
Now there is a solution - Trade Credit Policy Managersm.
Trade Credit Policy Managersm
is proprietary trade credit policy management software designed
uniquely for tracking and proactively chronicling documents
and advising users when deadlines approach or information
is missing or needed.
But how does this help solve back
office needs?
Trade Credit Policy Managersm
is the solution. Conveniently written on the Microsoft Access®
platform, Trade Credit Policy Managersm
(as with Trade Banker®)
also requires no special hardware or software to install in
order to use the system. Developed especially for the trade
credit insurance industry, Trade Credit Policy Managersm is a tool to manage
all of the functions of keeping up with various trade credit
policyholders, their policies and pending activities.
Trade Credit Policy Managersm
puts your trade credit insurance policy files and your pending
files all on your desktop computer and at your fingertips.
Inquiries by mail, e-mail or telephone can be addressed by
accessing your Trade Credit Policy Managersm
files.
Status reports and proactive reminders of key deadlines (policy
renewals, buyer credit limit expirations, reporting dates,
etc.) are all available by using Trade Credit Policy Managersm.
Currently, Trade Credit Policy Managersm
is only available off-line and must be installed on your own
computer system. Future versions will be available on-line
and enable your customers to access their files themselves,
which can eliminate many routine telephone or e-mail requests.
Here is a simple diagram of how Trade Credit Policy Managersm
works in the context of an insurance broker:
Here is a simple diagram of how Trade Credit Policy Managersm
works in the context of a policyholder:
To learn more about Trade Credit Policy Managersm,
please select and click on one of the sidebars to the left.
There you will be guided through our services as they relate
to your particular business environment. This will help you
identify the service and value proposition that best suits
your organization.
