Q: Will Limit Manager require a systems implementation or the use of significant IT resource?
No, it’s a web-based solution which works one of two ways:
- You “push” ledger extracts in flat file (FTP) format. In most cases all that will be required is for your IT Department to automate a systematic nightly upload.
- We “pull” information through an extractor tool installed on your server
Q: What management information can I present to the board using Limit Manager?
You will be able to deliver a detailed and graphic view of your entire customer base showing aggregations, risk segmentation and clear warnings where credit limits are exceeded . This can be segmented and analysed in a variety of ways – globally, by division, by subsidiary, by sales office and by decision type (eg: management override) – we work with you to optimise the information outputs that can be achieved.
Q: We have a number of different accounting systems - can you work with this?
Yes, our web-based tools can receive data from a variety of accounting systems and database platforms.
Q: Can we control the level of information different users see?
Yes – access is password controlled – we work with you to create the necessary hierarchies appropriate to your requirements.
Q: Do you operate at group level or subsidiary level?
Either - we can work within groups or subsidiaries, and we can review subsidiaries on behalf of groups. This is often particularly attractive for groups who wish to achieve consistency throughout multi-site operations.
back to top Q: Can I keep my existing broker relationship and work with you on non-insurance matters?
Yes. Our business model allows for us to be the broker, or to partner your chosen broker.
