01562 700 880 | info@clearviewcredit.co.uk

Who are we?

An independent specialist financial risks insurance broker, focusing on Trade Credit and Surety Bonds.

We aim to always deliver outstanding service and innovation to meet your current and future financial risk needs.

Utilising over 50 years’ experience in this specialist field gives us the means to advise you on how best to mitigate the risk of customer failure, expand into new markets and maximise cash flow using insurance solutions.

We hold specialist broker status with all major UK Credit & Surety insurers and have an in depth knowledge of each insurer’s products to ensure a perfect match with your specific needs.

Role of the broker

We have the specialist knowledge of the insurer availability and a deep understanding of our clients’ business processes, together with the nuances of specific trade sectors.

With this tool kit, we offer every client the following service:

01 Investigate

Every business is different, needing a specific set of solutions. We take an in-depth review of your business, and its needs prior to making recommendations on the most appropriate cover for you. Taking into account all specific risk needs and market availability.

02 Negotiate

Match requirements with available insurance products from the market and provide a concise report with recommendations and milestones.

03 Placement

Placement of policy with the agreed insurer ensuring all aspects of cover required are in place

04 Briefing

Provide training to ensure all day-to-day policy requirements and use of the insurer’s on-line systems are understood

05 Service

To be first point of reference with any concerns regarding policy performance, mid-term amendments and all claims negotiations with insurers

06 Long term relationship

Manage the renewal process to ensure the policy continues to meet your business’ needs and secure the most competitive costs

Meet the team

Gavin McLaren

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Director

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Gavin founded Clearview in 2014. With over 30 years’ experience of the UK Credit Insurance & Surety Bond Industries, Gavin has advised major Financial Institutions and small owner managed businesses alike on how to protect against the impact of sustaining bad debts and leverage the cover afforded to maximise funding and sales opportunities.

Sophie Artt

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Office Manager

Becky Ryan

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Client Service Advisor

Gemma Phillips

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Finance

Steve Walton

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Quality & Compliance Director, Momentum