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  • CREDIT INSURANCE
 
  • ACCOUNTS RECEIVABLE INSURANCE
   
  • CREDIT ENHANCEMENT

 

Credit Insurance Checklist.

Print this screen for a checklist.

 

 

Download appropriate application below.

 

You will need the following to complete either application:

  1. Sales and loss information for the past 3 years;
  2. Largest single write off each year for the past 3 years;
  3. Buyer name(s), country, city, state, phone, and credit limit;
  4. Summary aging (descending high to low by open balance);
  5. List of Countries in which you do business.

Named Coverage Only Application is for companies that are interested in specific coverage for catastrophic losses (domestic and/or export). For example, you are interested in insuring ALL clients greater than $50,000.

Download Named Coverage Application
     (namedapp.pdf) PDF File, – 42.7kb

Portfolio Coverage Application is designed for clients interested in a portfolio of coverage. The insurance carrier will underwrite your credit policies, practices, and procedures and afford a discretionary limit that allows your credit department to ship up to that limit and still be covered. Amounts above the discretionary limit are specifically named on the policy.

Download Portfolio Coverage Application
     (portfolioapp.pdf) PDF file – 69kb
Download Portfolio Appendicies
     (appendicies99.pdf) PDF file – 17k

Documentation Check List:

  1. Completed application;
  2. Summary aging (high to low by A/R with totals if available);
  3. Client list with complete name, address, phone, and credit limit;
  4. Broker of Record letter.


Send to:

ARI Global, Inc.
1311 N. Westshore Blvd., Suite 315
Tampa, FL 33607

(800) 320-7338 or (813) 288-8680

 

   © 2001 ARI Global, Inc.