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Forms

This Broker of Record letter, powered by Adobe Sign, will provide documentation that Trade Credit Specialty has been selected to represent your interest regarding your trade credit insurance policy.  To complete this form, you'll need to copy and paste your company letterhead; and, you'll need your current policy number and effective date.  This form can be immediately signed electronically.  (5 minutes to complete)

Executing this Non-Disclosure Agreement,  powered by Adobe Sign, legally documents Trade Credit Specialty's high privacy standards.  We are happy to offer this documented promise to both our clients and their buyers.  This form can be executed electronically.  (5 minutes to complete)

A completed and executed Trade Credit Application is necessary to solicit quotes.  It is not necessary to renew an existing in force policy.  Additionally, an aging by due date in Excel should be attached.  (one hour to complete)