Trade Credit Insurance Default Claim Form

When a customer defaults on payment, submitting a trade credit insurance claim shouldn't add to your stress. This Trade Credit Insurance Default Claim Form helps businesses document customer defaults comprehensively, ensuring faster claim processing and better outcomes from your insurer.

Built for finance teams, credit managers, and business owners who need to protect their cash flow, this template guides you through capturing every detail insurers require: credit terms and limits, complete payment history, documented collection efforts, and outstanding invoice details. The structured format ensures nothing is overlooked, reducing back-and-forth with your insurance provider.

Paperform makes the claims process smoother by allowing you to upload supporting documentation directly within the form—no more scattered email attachments or lost files. Conditional logic adapts questions based on your specific situation, and the professional design keeps everything organized and audit-ready.

For businesses looking to streamline their entire claims workflow, Stepper (stepper.io) can automate what happens after submission: notify your finance team, update your accounting system, create follow-up tasks for your credit department, and keep stakeholders informed throughout the claims process. This integration turns your claim submission into a managed workflow, ensuring nothing falls through the cracks while you focus on resolving the default.

Whether you're a small exporter managing international receivables or a growing B2B company protecting against customer insolvency, this form template provides the professional structure insurance companies expect, while giving you the flexibility to adapt it to your specific policy requirements.