Trade Credit Insurance Toolkit

Downloadable Resources, Instant Access

Warrant that your organization identifies weaknesses in the portfolio and come up with solutions while ensuring client retention.

More Uses of the Trade Credit Insurance Toolkit:

  • Assure your strategy identifies opportunities to grow business with existing clients.

  • Systematize: partner with risk, legal and audit departments to review and address key compliance matters.

  • Confirm your planning coordinates with staff members working on the same account to ensure consistent service.

  • Develop: strategic sales business information.

  • Be the leader in Trade Credit Insurance, Risk Management, and business information services.

  • Be the leader in credit insurance, Risk Management, and business information services.

  • Warrant that your team stays current with trends and competitors to identify improvements or recommend new products.

  • Guide: commercial awareness partnered with a strategic mind set.

  • Secure that your planning keeps records of client transactions.

  • Assure your organization delivers critical data to the client; translating critical information into client needs.

  • Head: reference in credit insurance and Risk Management.

  • Manage services new and existing clients by monitoring programs and coverage.

  • Ensure your organization acts as a central point of contact for the client and/or its intermediaries.

  • Organize: work proactively on renewals and address any potential risks/vulnerabilities in advance.

  • Head: proactively monitoring of credit limits and risk strategies.

  • Confirm your planning forecasts and tracks client account metrics.


Save time, empower your teams and effectively upgrade your processes with access to this practical Trade Credit Insurance Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Trade Credit Insurance related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Trade Credit Insurance specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Trade Credit Insurance Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Trade Credit Insurance improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Who is going to spread your message?

  2. Risk events: what are the things that could go wrong?

  3. What is the Trade Credit Insurance problem definition? What do you need to resolve?

  4. What is the worst case scenario?

  5. What are the barriers to increased Trade Credit Insurance production?

  6. How do you ensure that implementations of Trade Credit Insurance products are done in a way that ensures safety?

  7. Why improve in the first place?

  8. What tests verify requirements?

  9. How do you measure variability?

  10. How do you recognize an Trade Credit Insurance objection?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Trade Credit Insurance book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Trade Credit Insurance self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Trade Credit Insurance Self-Assessment and Scorecard you will develop a clear picture of which Trade Credit Insurance areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Trade Credit Insurance Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Trade Credit Insurance projects with the 62 implementation resources:

  • 62 step-by-step Trade Credit Insurance Project Management Form Templates covering over 1500 Trade Credit Insurance project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Trade Credit Insurance project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Trade Credit Insurance project team have enough people to execute the Trade Credit Insurance project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Trade Credit Insurance project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Trade Credit Insurance Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Trade Credit Insurance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Trade Credit Insurance project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Trade Credit Insurance project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Trade Credit Insurance project with this in-depth Trade Credit Insurance Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Trade Credit Insurance projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Trade Credit Insurance and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Trade Credit Insurance investments work better.

This Trade Credit Insurance All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.