Live covered exposure across active DFTP structures.
Insurer workspace
Dashboard
Track submissions, active cover, alerts, and claims.
Waiting for underwriting review, wording, or committee sign-off.
Deviation events requiring reserves check or claim triage.
Headroom still deployable within current corridor appetite.
1.18%
Weighted premium across open and bound coverage cards.
42%
Share of reviewed referrals reaching issued or quoted cover.
31h
Submission to first binding or indication response.
0.7%
Share of covered exposure under active operational alert.
58%
Covers with route, IoT, or delivery evidence integration.
3.4%
Reserved against live exposure and event severity profile.
Bound limit trend
$15.3M
Claim notices
2 open
Premium yield
1.18%
Underwriting status
Trade-credit quote stage
Quoting
4 cards are in final quote shaping before terms are issued.
Cargo technical review
Review
3 cargo cards are still being assessed by underwriting.
PRI escalation
Escalated
1 submission is elevated for country memo and sanctions counsel input.
Active sectors
Active
Agri exports, metals, and pharma inputs remain the busiest classes.
Deductible tightening
Reprice
2 corridors need stronger retention due to repeated route delays.
Operational alerts
Covered route deviation
Tracked
The cotton shipment variance remains inside the allowed notice window.
Buyer default warning
Reserve watch
Reserve monitoring is active, but no formal claim has been filed.
Policy wording sync
Amend
3 policies need revised wording after the escrow structure changed.
Certificate renewals
Due soon
2 certificates must be renewed within the next 10 days.
Coverage cards
Documents
Policy wordings, certificates, and claim evidence available for your coverage.
Awaiting legal, claims, or sanctions validation.
Country memo renewal due by 2026-04-20.
No open document requests in queue.
| 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.
INS-4101 · Atlas Foods
- Certificate scheduleReady
- Policy wordingReady
- Country memoReady
INS-4108 · Pharma ingredients
- CertificateReady
- Claim evidence packetReady
- Country memo addendumPending
INS-4114 · Steel coils
- Certificate scheduleReady
- Policy wordingReady
| Document | Scope | Period | Jurisdiction | Status | Action |
|---|---|---|---|---|---|
| Annual tax package | Portfolio | FY 2025 | UAE | Ready | |
| KYB attestation | Portfolio | 2026 | — | Ready | |
| Country memo | INS-4108 | 2026-04-20 | — | Refresh due |
| Document | Coverage | Type | Version | Status | Action |
|---|---|---|---|---|---|
| Master policy wording | Portfolio | Policy | v3.2 | Ready | |
| Country memo addendum | INS-4108 | Legal | Draft | Pending | |
| Certificate schedule | INS-4114 | Certificate | v1.0 | Ready |
Claims
Cases under triage, evidence intake, or reserve review.
Time to first insurer response after complete submission.
Booked against current claim and deviation inventory.
Claims completed with accepted and settled outcome.
Claims pipeline
Full lifecycle from loss notification through assessment to payout.
| Claim ID | Policy | Deal | Type | Notified | Amount | Stage | Adjuster | Action |
|---|---|---|---|---|---|---|---|---|
| CLM-2001 | ATR-8808 | DFTP-2412 | Buyer default | 18 Mar 2026 | $210K | Assessment | Internal | |
| CLM-2002 | CRG-4405 | DFTP-2456 | Cargo damage | 22 Mar 2026 | $85K | Evidence intake | Lloyd's adjuster | |
| CLM-1998 | ATR-8801 | DFTP-2388 | Political risk | 05 Mar 2026 | $340K | Approved for payout | External | |
| CLM-1995 | CRG-4398 | DFTP-2371 | Transit delay | 28 Feb 2026 | $42K | Settled | — |
Claim workflow stages
1. Loss notificationExporter / Platform
Insured event reported. Claim file opened.
2. Evidence intakeInsurer · Exporter · Logistics
Documents, chronology, and supporting evidence collected.
3. AssessmentInsurer · Loss adjuster
Cause analysis, coverage validation, quantum determination.
4. DecisionInsurer committee
Approve, partially approve, or decline. Reserve adjustment.
5. PayoutInsurer · Platform
Settlement via escrow or direct to beneficiary. File closed.
Live claim files
INS-4108 linked event review
Awaiting memo
Sovereign transfer restriction memo is still outstanding.
Cargo deviation packet
Collecting evidence
Evidence gathering is still in progress on the pharma route.
Fraud escalation flags
Clear
No fraud or integrity escalations are currently open.
Claims discipline
Reserve release precondition
Mandatory
DFTP event log export must be attached before reserves are released.
Chronology file alert
Auto-notify
Broker and exporter are notified automatically when chronology is missing.
Loss adjuster escalation
Conditional
External escalation starts only if route integrity remains disputed after first review.
Integrations
Connect signatures, documents, claims systems, and reinsurance feeds.
DocuSign
ConnectedE-signatures for bind slips, endorsements, and claim settlement agreements.
Document management
ActivePolicy packs, claim evidence, and chronology files in SharePoint or Drive.
Claims system
PendingSync claim status, reserves, and payments.
Reinsurance / bordereau
Not connectedExport premium and claim bordereaux.
Banking API
ConnectedSettlement payments and premium collections via SWIFT and escrow.
CRM & webhooks
ActiveSend bind events, claim alerts, and reserve changes to CRM or webhooks.
Settings
KYB, carrier license, tax profile, and signatories are active.
MFA enforced, passkeys enabled, claim approval dual sign-off on.
Email, Telegram, webhook, and in-app alerts configured.
2 underwriters, 1 owner, 2 claims analysts.
Underwriting alert rules
Route deviation threshold
36h trigger
Claims lead is alerted once route variance exceeds 36 hours.
Frontier corridor review
Counsel review
Sanctions counsel review is mandatory for frontier exposures.
Clause mismatch escalation
Escalate
Escrow and beneficiary wording conflicts are escalated immediately.
Waiting-period notice
Sensitive
Underwriting is alerted on any claim notice filed within waiting period.
Security controls
Notification rules
Delegate
Function
Entity scope
Status
Rachel Foster
Owner
Entity profile, policy approvals, claims oversight
Active
Thomas Wright
Underwriter
Policies, claims, documents
Active
Lisa Park
Claims analyst
View policies, claims, metrics
Pending invite