Manage your Turnover and Outstanding Declarations

• Manual declarations are time-consuming and error-prone: Re-entering turnover or outstanding figures from internal financial systems into external portals leads to data entry mistakes, missed deadlines, and inconsistent reporting.
• Tracking declaration periods and due dates is complex: Juggling multiple policies, frequencies (monthly, quarterly, annual), and breakdown structures makes it easy to miss a submission window or submit incorrect amounts.
• Supporting document management is fragmented: Gathering, formatting, and attaching the right documents to the right declaration creates unnecessary back-and-forth and delays finalization.

Who's it for

Companies of all sizes and industries that need to declare turnover or outstanding amounts as part of their credit insurance policy terms.

Availabilities

This feature is available in countries supported by the following Business Units:

✔ Full lifecycle automation: Retrieve, create, update, and finalize declarations programmatically — from first draft to official submission — without manual intervention.

✔ Seamless system integration: Connect declaration workflows directly to your ERP (SAP, Oracle), finance, or policy management systems for a single source of truth.

✔ Compliance and deadline control: Track declaration statuses, submission due dates, and periods to ensure policy obligations are met on time.

✔ Fewer errors, less overhead: Automated validations, structured breakdowns, and built-in currency conversion reduce manual data handling and the risk of incorrect submissions.

You manage turnover declarations across several policies. Instead of logging into a portal, manually entering figures, and uploading spreadsheets, your ERP automatically retrieves open declarations, populates insurable amounts from your financial records, attaches supporting documents, and submits everything via API.

Declaration statuses and due dates flow back into your system in real time, giving your finance and compliance teams full visibility — and ensuring nothing is missed.