Referral Partner Program for P&C Agencies

Turn Receivables Risk Into a New Revenue Opportunity

Help your commercial clients protect against customer nonpayment, bankruptcy, and bad debt losses with a specialist trade credit insurance partner.

You keep the relationship.
We handle the trade credit insurance work.
Eligible partners are compensated when referred opportunities close.

Your clients insure almost everything except their receivables.

P&C agencies protect buildings, equipment, inventory, cargo, vehicles, and liability. But for many B2B companies, one of the largest assets on the balance sheet is still exposed: accounts receivable.

Add value

Bring clients a specialized risk solution without building trade credit expertise in-house.

Protect relationships

Keep clients from seeking receivables-risk advice from competing brokers or lenders.

Create revenue

Eligible licensed partners can receive compensation on closed referred business.

Strengthen retention

Help clients protect cash flow, customer concentration risk, and borrowing capacity.

Who is a good referral?

The best fit is usually a B2B company selling on open credit terms with meaningful receivables exposure.

Manufacturers
Distributors
Wholesalers
Industrial suppliers
Technology suppliers
Exporters
Customer concentration
Large AR balances
Bankruptcy exposure

How the partnership works

Simple, clean, and designed to protect your client relationship.

Identify a fit

You spot a client with receivables risk, customer concentration, or bad debt exposure.

Make the introduction

You introduce the client to TCG through a warm email or partner referral form.

We evaluate the account

TCG reviews the client’s sales, receivables, customer base, and risk concerns.

We market coverage

We coordinate with appropriate trade credit insurance carriers and structure options.

The client decides

If coverage makes sense, we help the client move through underwriting and placement.

You get compensated

Eligible licensed referral partners receive compensation according to the partner agreement.

What TCG handles

You do not need to become a trade credit insurance expert. That is our role.

Client education
Discovery calls
Carrier submissions
Underwriting support
Policy comparison
Claims guidance

Suggested client language

“One area we’re helping clients review right now is receivables risk. If a major customer slows payment or files bankruptcy, it can create a serious cash-flow problem. We work with Trade Credit Group, a specialist in trade credit insurance, to help clients evaluate whether coverage makes sense.”

Become a Referral Partner

Interested in partnering with Trade Credit Group? Tell us about your agency and we’ll follow up.

Name
Agency
Email
Phone
Website
States licensed in
Typical client industries
Message

Referral compensation is available only where permitted by applicable insurance licensing, appointment, carrier, and regulatory requirements. Final terms are governed by a written partner agreement.