Placing all Client and Policy Details at Your Fingertips

Credit Insurance brokers not only offer businesses the most suitable insurance policies based on their specific needs, but they also provide ongoing support when filing claims or when renewing policies to ensure ongoing optimal policy structure.

T.R.U.S.T.™ helps brokers store all policies and their details in one place. When brokers and their clients use the platform, it dramatically impacts:

• Policy management efficiency
• Claim filing speed
• Rate of proactive adjustments
• Accuracy of risk analysis

T.R.U.S.T.™ helps brokers by:

• Dividing the policy renewal process into trackable steps
• Providing suggestions for policy changes upon renewal based on the client’s policy usage
• Centralizing client-specific policy documents
• Monitoring and guiding clients through the claim process