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What is the mission?

Trade Credit Specialty is an insurance brokerage that operates like a consulting firm. Our focus is to advise, support and provide technical expertise, as opposed to simply selling insurance. Our business model relies on technology to reduce operating expenses and increase efficiencies for both the broker and the client. It’s this low overhead and increased efficiency that allows us to provide service and expertise at a level often expected from global firms but sometimes not realized with smaller firms.

Our goal is always to minimize our clients’ time investment to purchase and manage their trade credit policy. For example, the "Resource Library" page of this website houses time-saving embedded Adobe Sign documents. Using the "Virtual Meeting Request" button enables a meeting to be scheduled quickly, according to your schedule. The Relationships Page offers quick links and forms on demand.

Low operating expenses eliminate the need for sales quotas or revenue goals, allowing the only measure of success to be client satisfaction, which is our mission.  

Why invest in a trade credit insurance policy?

A well-managed trade credit policy can pay for itself, even when claim-free. Unlike other insurance policies which only respond when a claim is presented, a trade credit policy can:

*  Support risk-free credit sales growth, both export and domestic. 

*  Increase your borrowing base. 

*  Transfer the task of credit management partially or even entirely to the carrier.

*  Strengthen financial statements.

How is Trade Credit Specialty different from other brokerages?

Service & Expertise

 In-depth knowledge in this niche insurance market ensures that maximum value is achieved from each policy managed. Clients benefit from the valuable industry relationships forged for almost a decade.

Proven Process

The client focus results in a tailored insurance program, placed with a carrier that delivers value. Stellar service includes re-optimizing the policy at each renewal.  The goal at every stage is always client satisfaction.

Client Testimonials

“Kimberly helped my company reduce our premium by $90,000 while also increasing the benefits of our coverage. She also provided an immense amount of insight as we worked through the details and negotiations with multiple trade credit providers. One would be hard pressed to find a more helpful and hardworking advocate in the trade credit industry.” -- Director of Credit & Collections, wholesale trade industry

"We've had a very positive experience with our direct sell broker but we were curious to see if competing trade credit insurance carriers could offer more coverage at a lower premium.  We were shocked when Kimberly presented an offer which will save us $55,300 annually and meet our coverage requirements. Kimberly crushed this fact finding exercise.  She worked hard to provide us with competitive offers and gave us some savvy insights. Very glad to have bumped into her on LinkedIn!" -- Credit Manager, wholesaler 

“It has been a pleasure working with Kimberly Kelly. She was always quick to respond to our needs and advocate on our behalf. One particular situation comes to mind in which Kimberly went above and beyond. After submitting a trade credit claim, the money owed our company was recovered in full through collections. However, the carrier charged our company collection fees that were not actually owed by us, per our policy terms. Kimberly found this error immediately and contacted claims management. She ultimately saved us several thousand dollars in collection fees that she was able to have reimbursed to our company. Kimberly’s expertise and attention to detail made it much easier to navigate our trade credit policy.”  -- Executive Administrator, manufacturing industry

"I've had the pleasure of working with Kimberly Kelly for more than 5 years. Kimberly is always professional and goes the distance for her clients. She's very knowledgeable and experienced in Trade Credit Insurance.  She has been able to facilitate and negotiate policy renewals and fees at the highest level of efficiency." -- Credit Manager, printing industry

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