We’re working hard to listen to your feedback and make improvements to the Portfolio Credit Insurance portal so it’s easier and faster for you to manage your insurance with EDC. Read below to better understand the changes we’ve recently made, and how they impact you.
While many credit limit requests for new buyers are decided automatically by the portal, there are cases where the request requires further review. We’ve made enhancements to the on screen and email communications to provide you with a more accurate Expected Decision Date for credit approvals.
You can track the status of your pending credit decisions on the Pending Decisions tab on the My Portfolio screen.
Learn more about how to review the status of a credit approval here.
We’ve made several improvements to make it easier for you to renew your Portfolio Credit Insurance Policy.
If you have any feedback about this update, or any suggestions for future improvements to the portal we would be more than happy to hear from you. Please take two minutes to complete our short survey and share your thoughts.
This new page allows you to easily track, and action important tasks and notifications related to your policy. Click on the red 🔔 at the top of your screen to see notifications for:
It’s now easier to manage your portfolio of buyers, like requesting new credit limits, increasing or decreasing a credit limit, and submitting overdues and claims. The Services button has been removed and replaced with two buttons: Manage Limit and Manage Debt for each buyer, which you can now access directly from the My Portfolio screen.
Under Manage Limit you can:
Under Manage Debt you can:
You can read the updated instructions for managing your buyers here.
To help you use our online system, we’ve created short new video tutorials to walk you through the following common policy management tasks:
Note: If you need to change your financial institution, you will need to submit the Consent to the Revocation form to email@example.com in order to remove your existing bank before adding the new financial institution. Click here to see instructions for adding a new financial institution.