Insure every receivable. Never miss a notification deadline.
Track insurer policies, buyer limits and bad-debt claims in one place, with proactive deadline alerts so a missed notification window never turns an insured loss into an uninsured one.
The problem
Trade credit insurers typically demand notification of a potential loss within days of a trigger event, yet the underlying bad debt can take months to crystallize. Teams managing policies, buyer limits and claims in spreadsheets and email get no deadline alerting, no audit trail, and no consolidated view across policies, buyers and claims — so a missed window turns an insured loss into an uninsured one.
The solution
Cerevantix Trade Credit Insurance gives credit teams one connected register for insurer policies, approved buyer limits and bad-debt claims — with automatic deadline tracking, scheduled reminder activities, and built-in pivot and chart analytics, so nothing slips through the cracks.
Everything a credit team needs
Every capability below is implemented in the module.
Insurer Policy Register
Record every insurer policy with activation and expiry dates, a notification-window default, and automatic sequential references (CINS/POL/...) so policies are easy to cite in insurer correspondence.
Approved Buyer Limits
Track requested and granted limits per buyer with a cover percentage and an automatically computed insured amount, distinguishing insurer-approved limits from discretionary ones.
Bad-Debt Claims with Indemnity & Recovery
File claims against a buyer limit and track claimed, expected indemnity and recovered amounts, with net loss computed automatically at both the claim and limit level.
Proactive Deadline Alerting
Each claim's insurer notification deadline defaults from the trigger date and policy window, with color-coded on-track, due-soon and overdue indicators and scheduled to-do activities so a window is never missed.
Three-Stage Workflows
Policies, limits and claims each move through a clear Draft to Active/Confirmed to Expired/Done lifecycle with status-bar buttons, so the team always knows what is pending, live or closed.
Consolidated Exposure Analytics
A dedicated Reporting menu pivots insured exposure and net loss by insurer and buyer, and charts claim and recovery trends over time — all inside Odoo, with no spreadsheet exports.
Accounting-Aware Claims
Link a claim to the customer invoice being written off and see its outstanding residual alongside the claimed amount, keeping finance's numbers consistent.
Full Audit Trail & Team Collaboration
Every policy, limit and claim carries chatter, followers and scheduled activities, so changes, comments and deadline to-dos are tracked by user and timestamp.
Multi-Company & My Records
Each company sees only its own policies, limits and claims, and credit controllers can filter instantly to the records assigned to them.
How it works
Record the policy
Create an insurer policy with activation and expiry dates and a default notification window, then activate it.
Set buyer limits
Add approved or discretionary limits per buyer with requested and granted amounts and a cover percentage; the insured amount computes automatically.
File and track claims
When a buyer defaults, open a claim against its limit — the notification deadline defaults automatically and color-coded alerts keep it visible until confirmed.
Report exposure
Use the Reporting menu to pivot insured exposure by insurer and buyer and chart claim and recovery trends for management.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Each claim's notification deadline defaults from the loss trigger date and the policy's notification window, and claims approaching or past that deadline are flagged in the list and on the form, with a scheduled to-do activity for the responsible user.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Trade Credit Insurance
Insurer policies, approved buyer limits and bad-debt claims with indemnity and recovery — with proactive notification-deadline alerts and consolidated exposure analytics.
Buy on Odoo App Store