Documentation
Clear documentation for the full policy journey.
Meridian documentation is written for finance, procurement, compliance and operations teams that need to understand exactly what happens before, during and after policy issuance.
Guides
Start with the right guide.
These pages can later become downloadable PDFs, searchable knowledge-base entries or portal help screens.
Guide
Application Guide
How to prepare contract value, supplier details, delivery dates, payment structure and supporting documents before starting an application.
Guide
KYC Guide
What buyer and supplier verification means, why UBO information is requested, and how missing checks block policy issuance.
Guide
Policy Documents
Plain-English explanation of schedules, policy wording, endorsements, IPID, cooling-off rights and claims deadlines.
Guide
Claims Guide
How to notify a trigger event, upload evidence, track claim review and understand settlement documentation.
Before applying
Identify the insured buyer and supplier legal entities.
Confirm contract value, currency and advance amount.
Prepare delivery dates, milestones and payment proof if already paid.
Collect supplier contact details for any required verification invitation.
During review
Complete buyer account and company verification.
Respond to missing KYC or source-of-funds requests.
Review supplier risk status and any underwriting blockers.
Read quote assumptions, exclusions and policy conditions before acceptance.
After issuance
Download policy schedule and wording from the portal.
Monitor supplier alerts and policy timeline events.
Notify Meridian promptly if delivery, ownership or contract terms change.
Use the claims journey immediately after a suspected trigger event.
Next Step
Need human help?
Support can guide you through the right document, application field or claim evidence requirement.