Allianz Trade Online Updates

August 2025

The recent updates to Allianz Trade Online introduce exciting new features designed to enhance the user experience.

Updates to Claims Features ensure a seamless experience for users, while the powerful KPI Dashboard gives at-a-glance insights.

 

Claims Features: Simplifying the Process

  • Settlement documents are now available directly within the platform. This means that customers can now access and manage essential documentation without any hassle.
  • Customers are now able to download and manage extensive lists of claims seamlessly. A new "Download" dropdown menu has been added, offering options to initiate a new download request and access downloaded lists.
  • Users now can convert individual invoice entries into grouped invoices when adding over 20 invoices. This functionality is particularly beneficial for businesses dealing with large volumes of transactions, allowing them to streamline their claims filing process.
  • Lastly, for added transparency and clarity, ATO now outlines the required documents: Buyer Purchase Order (PO), Invoices, Statement of all remaining balance, Proof of Delivery (POD)

 

KPI Dashboard: Insightful Performance Monitoring

Allianz Trade Online also offers a comprehensive KPI Dashboard, enabling users to view key performance indicators such as loss ratio, exposure, and more. From the home screen, users can select "Policy Overview" from the menu and choose the section they wish to explore, including Risk Monitoring, Claims & Collections, and Policy Administrative.

This feature provides businesses with valuable insights into their credit management policies, helping them make informed decisions and optimize their strategies.

 

Be sure to keep an eye out for alerts in Allianz Trade Online announcing additional new features. 

 

Allianz Trade is the global leader in  trade credit insurance and  credit management, offering tailored solutions to mitigate risks, thereby ensuring the financial stability of businesses. Our products and services help companies with  risk management, cash flow management, accounts receivables protection,  Surety bonds, and  e-commerce credit insurance ensuring the financial resilience for our client’s businesses. Our expertise in risk mitigation and finance positions us as trusted advisors, enabling businesses aspiring for global success to expand into international markets with confidence.

Our business is built on supporting relationships between people and organizations, relationships that extend across frontiers of all kinds - geographical, financial, industrial, and more. We are constantly aware that our work has an impact on the communities we serve and that we have a duty to help and support others. At Allianz Trade, we are strongly committed to fairness for all without discrimination, among our own people and in our many relationships with those outside our business.