Asset 1

Next Steps

Making Contact

Through website, by email, by phone

Providing Information

As detailed at the bottom of the page in our CRQ form

We conduct whole market analysis

We go to all Credit Insurers to obtain comparative terms

We present terms to you

We work with you to identify the most suitable option

Policy is put in place

We negotiate on your behalf, the best deal from your preferred source

We work for you, not the Insurer and as such will remain accessible and available to you throughout and beyond the Policy term, to assist in as much or as little, of the Policy administration as you require.
Get started
We work for you, not the Insurer and as such will remain accessible and available to you throughout and beyond the Policy term, to assist in as much or as little, of the Policy administration as you require.
Get started

Credit Insurance Questionnaire

  • Company Information

  • Nature of Business

  • Past experience

  • Financial Year EndTurnover Exc. VATNet Bad DebtsNumber of LossesLargest Net Loss 
    Add a new row
  • Current yearTurnover Exc. VATNet Bad DebtsNumber of LossesLargest Net Loss 

  • Projected credit sales by country

  • MarketEstimated Credit sales p.a.Estimated No. of Accounts 
    Add a new row

  • Key customers

  • NameProprietor/Partners and Address (if not Ltd)Registered No.Credit Limit Required 
    Add a new row

  • Distribution of customers by value

  • Value Range (e.g. £1 - £1,000, £1,001 - £2,500)Number in rangePercentage of NumberRange ValuePercentage of ValueComments 
    Add a new row

  • Additional information

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