Turnover declaration
Save time and avoid turnover declaration errors with PolicyManager – Efficiency and accuracy guaranteed, without manual calculations.
At the touch of a button
Generate your turnover statement effortlessly with just one click. Save precious time.
Easy to check
Easily check each section of the automatically generated turnover statement.
Efficiency and savings
Optimise processes, reduce costs, improve efficiency.
Turnover declaration
Importance of turnover declaration in credit insurance
A fundamental aspect of credit insurance is that the premium is based on turnover. This requires a detailed turnover declaration sent to the insurer at least once a year. A time-consuming task! With PolicyManager, you generate the turnover easily and quickly.
No more overpayments
With PolicyManager’s turnover declaration calculation, you quickly and easily discover the correct premium to pay. No more worries about paying too much premium due to complex policy rules. One press of a button and you instantly know what you owe. Turnover statement is calculated within a minute.
Turnover declaration
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Simple guidelines for accurate premium calculations
Save on unnecessary costs with PolicyManager
PolicyManager helps you avoid unnecessary credit limit costs by providing direct insight into inactive debtors. Follow our guidelines to accurately calculate your premiums and avoid overpayments.
Essential guidelines
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- Include invoiced turnover: Make sure you include all invoiced turnover covered by discretionary limits. This ensures accurate calculation.
- Exclusion after withdrawal date: Exclude invoiced revenue after the withdrawal date from limit withdrawals to avoid overpayment.
- Exclude uninsured turnover: Exclude turnover from private persons, government agencies, and intercompany, as it is not insured.
- Division by country or country group: Splits turnover by country or country group as specified in your insurer's policy for accurate premium calculation.
Avoid unnecessary credit limit charges
Do you have insight into how many inactive debtors are insured with you? These are unnecessary credit limit costs you would rather save. PolicyManager offers direct insight into these debtors for whom you have not sent an invoice for more than 12 months. You can easily cancel these limits via PolicyManager.
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