How to manage your Coface guarantees in My DSO Manager?

In order to centralize as much information as possible in My DSO Manager to allow a relevant credit analysis, Coface insurer guarantee data (amount guaranteed by the insurer, type of guarantee, score, etc.) are integrated into your customer files thanks to the dedicated connector.

As a powerful customer risk management tool, the Coface connector now gives you the ability to initiate your guarantee requests directly from your My DSO Manager platform.



The Coface connector allows you to:

1 Initiate your guarantee request:

From the client account page or the Risk Report: click on to initiate the request.
Select the policy, the type of cover you wish to subscribe: permanent, temporary, permanent and temporary cover, CAP, CAP Plus or a "non-named" service, enter the amount and add any explanations for the insurer arbitrator.

2 Follow up your guarantee request:

From the Risk tab, view the history of your requests and their status:

3 Monitor customer receivables on a daily basis:

Compare receivables with Coface's recommendations to manage credit risk accurately.
If your contract allows it, you can also benefit from continuous score monitoring.
Once the connector is activated, Coface information are available directly in your customer sheets and Risk report:


The history of guarantee change is visible by flying over the elements.
You can also conduct searches with theses information, find them in the Risk Report, set alerts, etc.

Going further: How to manage your credit insurance?