When the workflow reaches the Credit Insurance step, the Apply for Insurance screen is presented. It shows the applicant's subject information and the system's recommended action for the credit limit.

Review the information and select one of the four options at the bottom of the screen.

CREDIT INSURANCE APPROVAL — APPLY FOR INSURANCE

ⓘ Tip: Select Limit Applied For to proceed to the Submit Credit Insurance step where you capture the insurer's response. Skip and Use Limit of Discretion both route directly to Final Approval, bypassing the insurance submission.

After selecting Limit Applied For, the Submit Credit Insurance screen opens. A Subject Information card at the top confirms the applicant name and requestor so you always have full context of whose limit you are processing.

Complete the Credit Insurance Details — payment terms given, credit amount given, annexure number, status, and any special conditions. Attach any supporting documents, then click Submit.

SUBMIT CREDIT INSURANCE

ⓘ Tip: The Subject Information card at the top of this screen shows the applicant name and requestor — making it easy to confirm whose limit you are processing, especially when multiple applications are open simultaneously.

Is the Credit Insurance step the same for New Buyer and Existing Buyer workflows?

Yes. The Credit Insurance step works identically across BCV, SICA, and Limit Recommendation (LR) workflows. The same two screens — Credit Insurance Approval and Submit Credit Insurance — appear regardless of workflow type.

The Credit Insurance step is not appearing in my workflow — why?

The step must be enabled at the workflow level by a Trade Shield administrator. If you cannot see it, contact your administrator or reach out to support@tradeshield.ai to have it activated.

What is the difference between Skip and Use Limit of Discretion?

Skip bypasses the Credit Insurance step entirely — no insurance record is attached and the workflow goes straight to Final Approval. Use Limit of Discretion applies the internal discretionary limit and similarly routes directly to Final Approval without an insurance submission.

Why do I see the applicant name at the top of the Submit Credit Insurance screen?

The Subject Information card was added in April 2026 to give the submitter full context of whose limit they are processing. The same information was also added to the notification email subject and body.