Customer assessment for insurance

In your view, does prudent management imply knowing which of your clients could be fraudulent, whether they're individuals or companies? Do you want your agency network to become more efficient? Do you want to know your customers' financial situations?
You'll find the answers in our solutions to monitor and reduce day-to-day credit risk as well as to identify the least reliable customers and prospective customers.

Official data and commercial information on Italian companies

We are official distributors of InfoCamere. We provide official data – including records of non-payment protests, adverse entries and negative credit events, corporate ownership information and financial statements – as well as commercial information.
We give you access to information of varied levels of depth, in order to help you:

  • assess businesses and individuals as a precautionary measure
  • direct your sales strategy in the most profitable direction
  • minimise credit risk
  • stay up-to-date on other important data, such as the probability of a client buying certain policies or packages
Official data and commercial information on foreign companies

We bring you official data and commercial information on companies active across the world.
Thanks to special agreements with our international partners , you can:

  • analyse foreign companies' balance sheets and income statements
  • keep business negotiation risk under control
  • gain an accurate picture of the political, economic, social, demographic and technological scenario
  • ask for support from a team that's knowledgeable about various different countries and can analyse each figure based on the related context
Customer Management Platform

Cerved Credit Suite is our platform where you can assess and steer your customer portfolio, get reports, forecast risks and opportunities, and regulate your growth strategy.
Cerved Credit Suite benefits from the largest Italian database of its kind and gives you answers in areas where you may not even have asked questions yet, thus allowing you to:

  • conduct searches in a pool of data that is unmatched in its completeness
  • receive custom reports with risk indicators, creditworthiness scores, as well as tables and graphs that are easy to read
  • opt for different views of your portfolio, based on filter selections
  • collate your data with ours, to obtain a well-rounded vision of your sector
  • receive notifications of any changes related to specific companies of interest to you
Decision-Making Systems

Business Decision is a platform that takes you through the entire approval process for granting credit to new or existing customers.
Business Decision is a customised decision-making system which, based on statistical models, helps you:

  • automate procedures and shorten the decision-making process
  • work on entire customer portfolio with a custom scoring system
  • take advantage of guided routes for traceability and finalising the applications
  • establish approval levels and ways of monitoring creditworthiness

Cerved Decision is a system that lets you customise decision-making criteria, so that you can:

  • automate credit assessment and credit management processes according to your specific needs
  • combine your data with ours to calculate your own decision-making algorithm
  • use a search engine that can connect your information with ours and, for each potential position, suggest: approve, reject, or find out more
  • save search results in an archive
  • analyse credit policies and, if needed, amend the set of rules your decisions are based on

It is a web app and API solution that maps the connections between various public and private sector entities, with interactive graphs.
It is a tool helping you to:

  • reveal existing connections between companies, individuals and public bodies
  • gain a better understanding of the points that connect suppliers, competitors and potential customers
  • identify illicit dealings
  • undertake new business actions

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