Gap Analysis Tool

About the gap analysis tool

Eliminate cover gaps

Many businesses believe they are fully protected by their credit insurance policy — until a claim exposes a gap between what is insured and how they actually trade.

Monitoring insured credit limits against debtor balances can be burdensome and confusing. Bartlett developed its Gap Analysis Tool to help eliminate that risk, by ensuring insured credit limits are consistently aligned with real-world trading activity – giving businesses greater clarity, control and confidence in their protection, while saving time, reducing costly errors and avoiding unnecessary spend.

How it works

Dynamic reporting

The software brings together two critical data sets: the credit limits insured under your policy and the debtor balances on your sales ledger.

By mapping one against the other, the dynamic tool shows — customer by customer — whether you are trading comfortably within cover, approaching your limits or operating outside them altogether – and checks that cover is written on the correct legal entity with which you trade.

The result is a clear, practical report that highlights non-compliance before it becomes a problem.

Testimonials

How our gap-analysis tool helps clients

As a new client, this is a tool we hadn’t seen before. It will save us significant time analysing exposure shortfalls and reduce the workload on a busy team.

Building fitments supply client

Bartlett’s Gap Analysis Tool saves us around a day and a half of work each month. We value the visibility it gives us across branches, allowing us to track exposure more effectively. The ‘not utilised’ list is now shared with our sales team.

Electronics distribution client

Our internal credit procedures had weakened over time. This report has helped us refocus attention on where risk actually sits and where action is needed.

IT Recruitment client

Being able to compare insured limits against outstanding balances in such a clear format is extremely useful. We’ve reduced limits that are no longer needed and made better use of our discretionary limit facility.

UPVC Door Manufacturing client

FAQs

Clear answers to common questions.

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