Advisory · Training
Understand when your credit insurance applies.
Whether it's management, receivables management, accounting, or sales - we meet all stakeholders where they are.
Many companies pay for coverage they can't actually use when it matters.
What we train.
General obligations
Core duties and why they're decisive for your insurance coverage.
Your policy in detail
Specific conditions, reporting duties, and the typical pitfalls.
Credit limits
How a credit limit is set, what it means, and how to use it safely.
Fraud prevention
Spotting typical fraud patterns and risks, and protecting your business.
Insurer online portal
Step by step: filing claims, checking limits, interpreting the data.
The claim event
What to do immediately, which deadlines apply, and how to support the settlement.
This is how a training session proceeds.
Needs analysis
Discuss the starting situation, analyse what's needed.
Concept
Summary of the contract framework.
Presentation
Walk-through of the obligations and a cross-topic Q&A.
Portal
Introduction to the insurer's online portal.
Ready to get your team fit for the policy?
What our clients say.
“The training Ms Renz delivered to our finance department was practical and to the point. Our team understands the context clearly now and works visibly more confidently.”
“Ms Renz restructured our credit insurance and made it significantly more transparent for us. Today we make decisions on an entirely different information basis.”
Frequently asked questions
We provide clarity, security, and a unified understanding.
Let's clarify which format fits.