Accounts Receivable Insurance Application

Protect Your Business Cash Flow with Accounts Receivable Insurance

Accounts receivable insurance protects your business from customer non-payment, insolvency, and default—risks that can seriously impact cash flow and working capital. This accounts receivable insurance application template helps you streamline the underwriting process by collecting all the critical information insurers need to assess your risk profile and provide accurate coverage.

Whether you're a manufacturer, distributor, wholesaler, or B2B service provider, this template covers customer concentration analysis, credit management policies, accounts receivable aging reports, and collection procedures in one professional, easy-to-complete form.

Why Use Paperform for Insurance Applications?

Paperform's conditional logic adapts questions based on your business model and risk factors, while integrated file uploads let you attach aging reports, financial statements, and policy documents directly in the form. Built-in calculations can help you analyze customer concentration ratios on the fly, and you can even collect payment deposits if required by your broker or underwriter.

Once submitted, you can use Stepper to automatically route applications to underwriters, update your CRM, send follow-up emails, and keep your insurance team in sync—no spreadsheets, no manual handoffs, just clean workflows that move applications through underwriting faster.

With SOC 2 Type II compliance and GDPR-ready infrastructure, your applicant data stays secure throughout the process. Customize the form's design to match your brokerage or insurance brand, embed it on your website, or send it as a standalone link to prospects.

This template is designed for insurance brokers, underwriters, risk managers, and business owners seeking trade credit or accounts receivable coverage. Get accurate applications, reduce back-and-forth, and speed up your underwriting process with a form that works as hard as you do.