Compliance support
Up-to-date information on credit limits is crucial for the proper functioning of your credit insurance. PolisManager provides daily - sometimes even several times a day - updates of all coverage data via a direct link with the credit insurers. This keeps you informed of changes such as increased limits or withdrawals. The software automatically checks policy agreements, performs calculations and sends notifications when action is required. With PolisManager, you can also easily request or cancel new limits, and get instant insight into decisions, reductions and withdrawals. In addition, coverage data is made seamlessly available to other internal systems, keeping everything up-to-date.
Advantages of PolisManager
- Automatic notifications for claim submission and when a debtor's outstanding balance exceeds the credit limit.
- Automatic calculations of self-assessment limits based on payment experiences.
- Integration of all credit limits in your ERP system, both from the credit insurer and on a self-assessment basis.
- One touch of a button to generate a turnover statement in a format accepted by the credit insurer.
- Periodic, personalised reports for all concerned stakeholders within your organisation, with insight into the coverage of all outstanding invoices.
Other functionalities
PolisManager makes sure you don't forget any action. Important notifications about your bill coverage are prepared for you, such as:
- Backlog reports.
- Dispute notifications.
- Collection notifications, including relevant documents.
- Cancellation of limits no longer required.
Convenience and time savings
PolisManager reads limit changes directly from the insurer and automatically prepares all necessary actions for you. You decide what to forward. In addition, you can generate insured turnover and reports at the push of a button.
Instant insight
PolisManager provides comprehensive management reports and ensures that the right people within your organisation are informed of coverage changes in time. Thanks to the link between the accounting package, the credit insurer and PolisManager, the exchange of data remains continuously up-to-date.
