DFTP Institutional Trade Finance
Insurer Workspace

Insurer cabinet

Underwriting intake, policy wording control, exposure visibility, and claims-readiness tied to live trade evidence.

Carrier: NorthGate Specialty Lines: Trade credit, cargo, PRI Open capacity: $24M Claims SLA: 5 business days triage
Create insurance card View insurer marketplace
Investor cabinet Exporter cabinet Creditor cabinet Insurer cabinet Logistics cabinet Seller cabinet

Dashboard

Carrier-side view across open underwriting referrals, bound limits, event-linked alerts, and claim handling readiness.

Bound exposure $15.3M

Live covered exposure across active DFTP structures.

Open referrals 11 submissions

Waiting for underwriting review, wording, or committee sign-off.

Claims watch 2 files

Deviation events requiring reserves check or claim triage.

Available capacity $24M

Headroom still deployable within current corridor appetite.

Average premium

1.18%

Weighted premium across open and bound coverage cards.

Bound rate

42%

Share of reviewed referrals reaching issued or quoted cover.

Median decision time

31h

Submission to first binding or indication response.

Loss alerts

0.7%

Share of covered exposure under active operational alert.

Telemetry-linked share

58%

Covers with route, IoT, or delivery evidence integration.

Claim reserve ratio

3.4%

Reserved against live exposure and event severity profile.

Bound limit trend $15.3M
Claim notices 2 open
Premium yield 1.18%

Underwriting pulse

Trade-credit quote stage

4 cards are in final quote shaping before terms are issued.

Quoting
Cargo technical review

3 cargo cards are still being assessed by underwriting.

Review
PRI escalation

1 submission is elevated for country memo and sanctions counsel input.

Escalated
Active sectors

Agri exports, metals, and pharma inputs remain the busiest classes.

Active
Deductible tightening

2 corridors need stronger retention due to repeated route delays.

Reprice

Operational alerts

Covered route deviation

The cotton shipment variance remains inside the allowed notice window.

Tracked
Buyer default warning

Reserve monitoring is active, but no formal claim has been filed.

Reserve watch
Policy wording sync

3 policies need revised wording after the escrow structure changed.

Amend
Certificate renewals

2 certificates must be renewed within the next 10 days.

Due soon

Coverage cards

Published insurer cards used by exporters, financiers, and operators to match capacity, wording, and risk appetite.

New insurance card
ID Coverage Region Limit Premium Status Action
INS-4101 Single-buyer non-payment EU / MENA $8.0M 1.15% Published Edit
INS-4108 Political risk wrapper Frontier $12.5M 1.90% Referral Review
INS-4114 Cargo and transit evidence Global $4.6M 0.62% Bound

Documents

Ready to download 11 documents

Policy wordings, certificates, and claim evidence available for your coverage.

Pending review 4 files

Awaiting legal, claims, or sanctions validation.

Expiring soon 1 doc

Country memo renewal due by 2026-04-20.

Requested 0 pending

No open document requests in queue.

Document registry

Policy wordings, certificates, claim evidence, and compliance attestations for your coverage and regulatory needs.

Document Deal / scope Category Period Version Status Action
Master policy wording Portfolio Policy wording 2026 v3.2 Ready
Certificate schedule INS-4114 Certificate Q1 2026 v1.0 Ready
Country memo addendum INS-4108 Legal Q1 2026 Draft Pending
Claim evidence packet INS-4108 Claim evidence Mar 2026 v1.0 Ready
KYB attestation Portfolio Compliance 2026 v1.1 Ready

No documents match selected filters.

Claims

Open notices 2

Cases under triage, evidence intake, or reserve review.

Average triage 1.4d

Time to first insurer response after complete submission.

Reserved amount $510K

Booked against current claim and deviation inventory.

Closed with payment 6 YTD

Claims completed with accepted and settled outcome.

Live claim files

INS-4108 linked event review

Sovereign transfer restriction memo is still outstanding.

Awaiting memo
Cargo deviation packet

Evidence gathering is still in progress on the pharma route.

Collecting evidence
Fraud escalation flags

No fraud or integrity escalations are currently open.

Clear

Claims discipline

Reserve release precondition

DFTP event log export must be attached before reserves are released.

Mandatory
Chronology file alert

Broker and exporter are notified automatically when chronology is missing.

Auto-notify
Loss adjuster escalation

External escalation starts only if route integrity remains disputed after first review.

Conditional

Integrations

Connect e-signatures, document workflows, claims systems, and reinsurance feeds. Integrations sync with DFTP coverage cards and claim rooms.

DocuSign

Connected

E-signatures for bind slips, endorsements, and claim settlement agreements.

Document management

Active

Policy packs, claim evidence, and chronology files in SharePoint or Drive.

Claims system

Pending

Sync claim status, reserves, and payments with Guidewire, Duck Creek, or custom.

Reinsurance / bordereau

Not connected

Export premium and claim bordereaux to reinsurance platforms and cedants.

Banking API

Connected

Settlement payments and premium collections via SWIFT and escrow.

CRM & webhooks

Active

Bind events, claim alerts, and reserve changes to broker CRM or webhooks.

Settings

Entity status Verified

KYB, carrier license, tax profile, and signatory set are active.

Security policy Strict

MFA enforced, passkeys enabled, claim approval dual sign-off on.

Alerts 4 channels

Email, Telegram, webhook, and in-app digest configured.

Team access 5 users

2 underwriters, 1 admin, 2 claims analysts with scoped permissions.

Carrier and underwriting profile

Core carrier identity, underwriting defaults, and operating contacts used across policies and claims.