Ask better questions.
Choose with evidence.
Use these questions when comparing dispute-management providers, including Safe. Record the answer, its source and any conditions that affect your business.
Your evaluation checklist
Coverage
Which processors, accounts, countries and dispute categories are supported? Which cases require merchant action or fall outside the service?
Evidence and ownership
What records are collected automatically? Which must your team provide? Who makes exception decisions and confirms submission?
Outcomes
How are eligible, contested, won, lost and pending cases defined? Can you reconcile the reported amounts to your processor?
Commercial terms
What event triggers each fee? How are answered inquiries, refunds, prevention alerts, minimums and processor costs treated?
Security and procurement
What access is required? Which controls and audits can be evidenced? How are retention, deletion and incident communications agreed?
Onboarding and exit
Who owns cases during the handoff? How are alert enrollment, permissions and open cases handled when the relationship changes?
Compare a representative set of cases
Choose a sample that reflects your reason codes, transaction sizes and evidence availability. Ask each provider to explain how it would handle the same scenarios. Distinguish a demonstration from measured outcomes.
When evaluating a trial or pilot, agree on a cohort, a close date and a reporting method in advance. Show both submission coverage and outcomes, and separate inquiry retention from recovered chargeback funds.
Bring this checklist to your Safe demo.
We’ll use your questions to discuss coverage, workflow and fit.
Book a demo