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Guarantee and credit insurers management
»
How to manage your Atradius guarantees in My DSO Manager?
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Romanian
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In order to centralize as much information as possible in
My DSO Manager
to allow a relevant credit analysis,
Atradius
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 Atradius connector now gives you the ability to
initiate your guarantee requests
directly from your
My DSO Manager
platform.
The
Atradius 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 Atradius'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, Atradius information are available directly in your customer pages:
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,etc...
Going further:
How to manage your credit insurance?
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