Credit Agency Integration into T.R.U.S.T.™

We’re pleased to announce that FGI T.R.U.S.T. now integrates directly with leading credit agencies such as CreditSafe and Dun & Bradstreet. This new feature brings a host of benefits, helping you manage your credit risk more efficiently and streamline your processes.

Key Benefits of Credit Agency Integration:

• Pull Reports Directly into T.R.U.S.T.: No more logging into multiple systems! With the new integration, you can pull credit reports from your credit agency directly into T.R.U.S.T., giving you all the information you need in one place.

• Automatically Updated Credit Limits & Ratings: Stay on top of your risk exposure with real-time updates. The credit limits and ratings provided by the agencies will automatically sync and update in the platform, ensuring you have the most accurate data available.

• Enhanced DCL Requests: If you are requesting Discretionary Credit Limits (DCL), T.R.U.S.T. allows you to automatically include credit agency reports in the request. This means you’ll have all the necessary documentation to speed up approval, ensuring a smooth process with your insurer.

• Mandatory Reports for New Debtors: You can now make credit agency reports mandatory when adding new debtors into T.R.U.S.T.. This means every debtor will have a corresponding report, ensuring you always have access to up-to-date credit information before extending any credit.

• Prospecting New Debtors: Use the integration to pull reports for potential new debtors, allowing you to make more informed decisions.

The reports can be found inside the debtor profile and will look like this:

We believe this integration will greatly enhance your ability to manage credit risk, streamline your credit limit requests, and improve overall decision-making. If you have any questions or would like assistance setting up these features, please don’t hesitate to reach out to your Customer Success Manager.