Portfolio Monitoring for a Mid-Sized Distributor

A mid-sized UK logistics distributor is a mid-sized UK distributor serving retailers across Europe. The company has over 200 active customer accounts, each on varying credit terms. As interest rates and inflation rose, leadership was worried that even a handful of customer failures could significantly damage cash flow.
 

Using AlertFlag

• Uploaded the full client list into AlertFlag's monitoring dashboard.
• Created alert rules for new CCJs, director changes, address changes, and significant credit score drops.
• Configured email alerts to notify both finance and sales when risk events occurred.
• Regularly reviewed suggested credit limits to adjust exposure.

Outcome

Over 12 months, AlertFlag triggered seven significant alerts across the portfolio. For each high-risk client, the distributor reduced credit terms, moved to prepayment, or temporarily paused orders. Internal analysis estimated that the business avoided around £120,000 in potential bad debt and reduced overall write-offs by 85% compared with the previous year.