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Guarantee and credit insurers management
»
How to manage your Coface guarantees in My DSO Manager?
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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
receivable
s on a daily basis:
Compare
receivable
s 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?
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