Insured Receivables Funding Review | Financely
Check whether insured invoices meet lender requirements. Financely reconciles debtor limits, policy conditions and receivables eligibility for funding.
Find out which insured invoices a lender may finance
Your receivables are insured, yet the lender still discounts or excludes part of the book. Financely reconciles the insured exposure with the invoice pool and the lender’s proposed eligibility rules.
For exporters and wholesalers with an existing credit insurance policy, identifiable debtors and receivables that can be reconciled to sales records.
What you receive
Reconcile policy and invoice coverage
Compare debtor limits, approved payment terms, overdue balances and reported sales. Identify invoices whose insurance position requires clarification with your broker or insurer.
Prepare the lender eligibility case
Model exclusions, reserves and advance assumptions. Deliver a receivables schedule and discussion pack showing the expected availability and unresolved policy or funding conditions.
The review assesses the effect of insurance on receivables advance rates within a practical export receivables financing structure.
What to send us
Policy and endorsements, debtor limits, aged receivables, invoice samples, overdue reports, insurer correspondence and proposed lender terms.
Does credit insurance guarantee a funding advance?
No. Lenders independently assess eligibility, policy conditions, debtor quality and the proposed assignment or loss-payee arrangement. Insurance placement and coverage confirmation remain with your broker and insurer.
Request a scoped proposal
Share the receivables balance, insured debtor limits and lender exclusions. We will scope the reconciliation around the availability you need.
Your proposal sets out the deliverables, fees and next steps. Work starts after the engagement is signed and the retainer is paid.
Request an insured receivables reviewFinancely provides paid advisory and arranging services. Financing is provided by third-party institutions, subject to their independent review and approval. Funding and completion dates are not guaranteed.