genoa user guide shipment...

4.2.6 Bridge User Guide Shipment (Extranet)

0 Table of Contents

Genoa User

Guide

Shipment

(Extranet)

4.2.6

4.2.6 Genoa User Guide Shipment (Extranet)

Table of Contents 0

Table of Contents

TABLE OF CONTENTS ...........................................................................................................................

ACCESSING THE SHIPMENT SCREEN ............................................................................................... 1

Searching for an Existing Shipment ......................................................................................................... 1

Accessing a Shipment via the Status Screen .......................................................................................... 4

CREATING A SHIPMENT CERTIFICATE.............................................................................................. 6

Creating a New Shipment .......................................................................................................................... 6

Managing Named Assureds .....................................................................................................................15

Creating a New Named Assured ..................................................................................................................... 15

Saving a New Named Assured ........................................................................................................................ 17

Modifying a Named Assured via the Shipment Form ...................................................................................... 18

Modifying the Shipment’s Named Assured’s Details ....................................................................................... 19

Modifying the Details for any Named Assured via the Shipment Form ........................................................... 20

Creating an Incomplete Shipment ............................................................................................................21

Copying a Shipment ..................................................................................................................................23

Creating a Shipment from a Shipment Template ....................................................................................25

Copy Shipment vs. Shipment Template vs. Save Incomplete Shipment ...............................................27


ii Table of Contents

Booking a Shipment ..................................................................................................................................28

Submitting a Referral ................................................................................................................................29

Editing a New Shipment............................................................................................................................31

PRINTING CERTIFICATES .................................................................................................................. 33

Printing a Draft Certificate.....................................................................................................................33

Printing an Original Certificate ..............................................................................................................34

Printing a Copy of a Certificate .............................................................................................................35

MANAGING SHIPMENT TEMPLATES ................................................................................................ 36

Creating a Shipment Template .................................................................................................................36

Modifying a Shipment Template ...............................................................................................................37

Deleting a Shipment Template .................................................................................................................39

MANAGING SHIPMENT DOCUMENTS .............................................................................................. 40

Attaching a Document to the Shipment ...................................................................................................40

Modifying a Document Attached to the Shipment ..................................................................................42

Deleting a Document from a Shipment ....................................................................................................43

Deleting Multiple Documents from a Shipment .....................................................................................43

Viewing a Document Attached to the Shipment......................................................................................45

Viewing all Original Certificates Printed for the Shipment .....................................................................46

CREATING AND MANAGING SHIPMENT NOTES ............................................................................. 47


iii Table of Contents

Creating a Shipment Note .........................................................................................................................47

Sending a Shipment Note by Email..........................................................................................................49

Modifying a Shipment Note ......................................................................................................................51

Deleting a Shipment Note .........................................................................................................................51

Deleting Multiple Shipment Notes .........................................................................................................53

Closing a Shipment Note ..........................................................................................................................54

MANAGING REFERRALS ................................................................................................................... 56

Marking a Referral as ‘In Process’ ...........................................................................................................56

Managing a (Referred) Shipment .............................................................................................................58

Issuing a Quote for a Referral ...............................................................................................................59

Accepting a Sanction Referral ..............................................................................................................61

Rejecting a Sanction Referral ...............................................................................................................62

Accepting a Policy Referral ...................................................................................................................63

Rejecting a Policy Referral ...................................................................................................................65

Submitting Referrals .............................................................................................................................66

Verifying the Status of a Referral ..........................................................................................................66

About Referrals ....................................................................................................................................68

MANAGING CHANGES TO SAVED SHIPMENTS .............................................................................. 69

Modifying Premiums, Rates, Additional Charges ..................................................................................69

Modifying Shipment Details ..................................................................................................................72


iv Table of Contents

Modifying Non-Coverage Impacting Shipment Details ..........................................................................76

Submitting a Change Request ..............................................................................................................78

Managing a Change Request ...............................................................................................................80

Reprinting an Original Certificate Post Changes ...................................................................................82

CANCELLING A SHIPMENT ............................................................................................................... 83

Submitting a Cancellation Request .......................................................................................................83

Managing a Cancellation Request ........................................................................................................85

Cancelling a Shipment ..........................................................................................................................87

Cancelling and Replacing a Certificate .................................................................................................89

MANAGING QUOTES .......................................................................................................................... 92

Requesting a Quote ..............................................................................................................................92

Searching for a Quote ..........................................................................................................................94

Issuing a Quote ....................................................................................................................................96

Issuing a Quote for a Referred Shipment ..............................................................................................98

Declining a Quote Request ...................................................................................................................98

Extending a Quote ............................................................................................................................. 100

Accepting a Quote .............................................................................................................................. 102

Rejecting a Quote ............................................................................................................................... 104

GENERATING A SHIPMENT REPORT ............................................................................................. 106


v Table of Contents

PAY-AS-YOU-GO ............................................................................................................................... 109

RE-RATING SHIPMENTS .................................................................................................................. 110

INDEX ................................................................................................................................................. 111


1 Accessing the Shipment Screen

Accessing the Shipment Screen

You can access a saved shipment several ways:

Searching for an Existing Shipment

Why would I search for an existing shipment?

To check some of the shipment’s details

To find a shipment that needs to be changed or cancelled

Before Getting Started

You are logged into the system

You are assigned the View Shipment security right

Steps

1. Click Shipment in the main menu at the top of the screen.

2. Optionally, enter search criteria to narrow your search.



o To search for a specific shipment enter its Certificate Number

o To search for Incomplete shipments or Templates use the Type of Shipment field

o To search for a shipment of a particular status, check one or more of the relevant Status checkboxes

3. Click [Search]. The system refreshes to display the matching shipment results at the top of the page.

Note: If only one result is found, the system automatically displays the Shipment screen loaded with that shipment’s

details.

4. In the Shipment column, click the certificate number hyperlink for the shipment you wish to access.

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Result

The system opens the Shipment screen displaying the saved values of the selected shipment



Accessing a Shipment via the Status Screen




Steps

1. Click Status in the main menu at the top of the screen. The system displays the status screen. The contents of the status screen

vary based on how you set up your status screen.

2. Scroll down until you see the Referrals, Change & Cancellation Requests, Requests for Quote table. If you do not see the table

you can update your status screen so it appears.

3. In the Ref/Cert Number column, click the hyperlink in for the shipment you wish to manage.



Result

The system opens the Shipment screen displaying the saved values of the selected shipment.


6 Creating a Shipment Certificate

Creating a Shipment Certificate

Creating a New Shipment

Why would I create a new shipment?

In order to book the shipment so you can generate a certificate of insurance

To request a quote

To create a shipment template that can be reused when booking similar shipments in the future


You belong to a company that has access to at least one policy

You are assigned the Create Shipment security right

You are logged into the Extranet

You search for a policy with a status of ‘Confirmed’

The selected policy’s Definition is configured with this question checked off: Are assureds reporting shipment activity?

Note: To ensure the policy you selected is configured properly for booking shipments and certificate issuance, refer to

Configuring a Policy for Reporting Shipment Certificates or Declarations (in the Genoa 4.0 User Guide – Policy Setup).

Steps

1. Click the Create New Shipment link in the Policy Transactions widget on the right hand side of the screen below the Policy

Information. The system displays the Shipment screen.




2. Complete, at minimum, the required fields. Most required fields are indicated by an * following the field label. If additional fields

become mandatory based on the information you provided the system will identify them after you click [Verify Coverage].

Note: The fields you are required to complete in order to create a new shipment can vary based on the related policy’s

customization and configuration.

Below are the details for specific shipment fields that may require immediate clarification.

Date Of Departure: Type or use the calendar lookup to select the date on which the insured shipment is scheduled to depart. The

system will use this date to determine which policy record the shipment data is validated against.

Primary Assured: If there is only one option available it is automatically selected for you. If you have access to multiple options,

choose the appropriate value by clicking the arrow to open the dropdown.

You may have multiple options when:




o A third party, such as a freight forwarder or broker, is insuring shipments on behalf of the insurance policy's actual

assured.

o You are insuring a shipment on behalf of a primary assured within your administrative scope. This would be any

company in the system for which you have the right to issue insurance.

o Depending on the primary assured you select, the bill to party options may change.

Bill to Party: If there is only one option available it is automatically selected for you. The list of available values for this field is filtered

by the Primary Assured you select above.

Important: The shipment’s Primary Assured and Bill to Party do not usually appear on the shipment’s certificate of

insurance.

Reference Number: Optional field. Populate with an internal tracking number or other identifying information. The reference number

may be used to search for shipments once they have been saved. When creating a shipment template this field is required.

Named Assured: The certificate of insurance is issued in favor of this company. The Named Assured is:

o The company’s name that appears on the certificate of insurance

o The beneficiary of the insurance coverage, who is granted the right to make a claim against the shipment in case of

loss or damage



To create a new Named Assured to use on your shipment, refer to Managing Named Assureds.

Defining the Insured Value

This section is used to declare the sum for which the cargo is to be insured. The two most common ways to express the shipment’s

insured value are:

o Straight insured value declaration

o Insured Value with CIF Markup and the option to declare Freight & Other Expenses and Duty values.

Insured Value: If the policy is configured with a single field to capture the insured value, enter the total amount insured for the

shipment.

If the policy has been configured to support CIF Markup, enter the actual value of the goods in the Invoice Amount field and the

system automatically calculates the Total Sum Insured based on the invoice and markup amounts. As required, you can also

specify the values for duty insured and/or freight and other expenses.

Note: The markup applies to Freight and Other Expenses but not to the Duty value.

Commodity: Select the option that best describes the goods you are shipping. The system uses this value to help determine the rate it

applies when it verifies coverage for the shipment. Further towards the bottom of the form you will have the opportunity to enter a

detailed description of the goods, in the Full Description of Cargo field.



Packing/Shipment Method: Select the packing/shipment method used for the shipment. If only one packing/shipment method is

available, it is displayed automatically. The menu provides options only if the insurance coverage, premium charged or other conditions

or exclusions vary based on the packing/shipment methods available for the selected commodity.

Coverage Option: The insurance policy may provide a choice of insuring terms or coverage options for the selected commodity. The

insuring conditions vary according to coverage option, and in some cases the premium charged also varies. Select the coverage option

to be associated to the selected commodity. If only one coverage option is available, it is selected automatically. The menu provides

options only if the insurance coverage, premium charged or other conditions or exclusions vary based on the coverage options for the

selected commodity.

Conveyance: Select the conveyance from the available options as defined in the policy. This reflects the primary means of transport for

the voyage.

Select Vessel from List: This option is selected by default if the policy has been configured with:

o A predefined list of vessels, and

o A setting that forces you to select a vessel from the pre-defined list of vessels

Cannot Locate Vessel: If you are required to select the Vessel from a predefined list, but you are unable to find the vessel you need,

select ‘Cannot Locate Vessel’ so you can free-type the desired vessel name in the Vessel field. This checkbox only appears if the

policy requires you to pick a vessel from a third-party vessel list.

When you verify coverage for the shipment, if you have selected ‘Cannot Locate Vessel’, the system triggers a referral if the policy is

configured to force the user to select from a predefined list; the system sends the shipment to an insurance representative for review

due to the policy’s settings and the fact that the system cannot validate the vessel you manually entered the way it would if you picked a

vessel from a list.

Vessel: Depending on the Conveyance you select, the Vessel field may become available. You can select a vessel from a pre-defined

list, or type the vessel name yourself depending on the policy’s configuration. Type in at least one character to begin searching for

results. The Vessel lookup returns matching results as you enter characters. You can search for a vessel by the vessel’s “Name", the

“Carrier”, or “IMO Number”. The system compares the characters you enter to the start of the chosen search criterion. By default, up to



one hundred matching vessels will be returned. If you are unable to find the vessel you are looking for scroll down or click on the down

arrow at the bottom of the results to load additional vessels.

Tip: If you try to select a vessel from the list but cannot find the desired vessel, try reducing the number of letters

you enter in the Vessel field to broaden the possible matches in case there is a typo, an extra space, or different

spellings of the vessel name.

To find an exact match try searching by typing in the vessel’s IMO Number if you know it. Select the IMO Number

radio option and then type in the Imo number in the Vessel field.

Carrier: Type in a value for the Carrier.

If the Vessel field appears and a third-party list of vessels is configured, and you select a vessel from the pre-defined list, the carrier is

automatically populated based on the selected vessel. However, if the carrier name linked to the chosen vessel is different than

expected you can delete the auto-populated carrier name and type the desired value.

If the system forces you to select a vessel from a list and you cannot find the carrier when searching for a vessel by ‘Carrier’:

o Select the ‘Cannot Locate Vessel’ checkbox to bypass the forced lookup and generate a referral to the insurance

representative

Voyage Number: Optionally enter a voyage number, flight number, or a transit reference number, if necessary.



With Transshipment: Check this box if the shipment involves more than one connecting conveyance. This checkbox only appears if

the policy calls for an additional premium to be levied on transshipments.

Route information: Enter the locations for the cargo origin and destination, as well as the ports or airports where the cargo was loaded

and unloaded from the chosen transport.

Origin Country: Select the country where the insurance coverage starts. The drop-down lists all active countries in the world, including

aliases.

State/Province: Some countries may require the selection of a state, province or other sub-division if the policy is set up to exclude

certain parts of the country from being insured.

City/Place: Enter the place or city where the insurance takes effect.

Loading Country: Select the country where the cargo is loaded onto the chosen transport. The drop-down lists all active countries

including aliases.

Loading Facility: Depending on the selected conveyance, a port or airport may need to be selected from the lookup . A free-text entry

may be made when the lookup is not required (per the policy’s configuration).

Text to Appear on Certificate: The system automatically populates these fields with the values you specify for the route details (origin

and destination respectively). This calculated value appears on the Certificate of Insurance. However, if you are granted the Change

Certificate Text security right, you can edit the contents of this field to change what is printed on the certificate.

For example, if you cannot find the desired port in the system but the policy is configured so you are forced to use the lookup to select a

value from the predefined list, you can overwrite any selected value in the Text to Appear on Certificate so the route details are

displayed accurately on the certificate of insurance.

No Risk Prior to Loading: Check this box if the coverage is to begin only when the cargo is loaded onto the specified conveyance.

This information will appear in the printed certificate.

Destination Information Specifies the location where the insurance coverage ends.

Destination Country: Select the country where the insurance coverage ends. The drop-down lists all active countries in the world,

including aliases.



State/Province: Some countries may require the selection of a state, province or other sub-division if the policy is set up to exclude

certain parts of the country from being insured.

City/Place: Enter the place or city where the insurance coverage ends.

Discharge Information Specifies the location where the cargo is unloaded from the chosen transport.

Discharge Country: Select the country where the cargo is unloaded from the chosen transport. The drop-down lists all active countries

including aliases.

Discharge Facility: Depending on the selected conveyance, a port or airport may need to be selected from the lookup. A free-text

entry may be made when use of the lookup is not required.

Text to Appear on Certificate: The system automatically populates these fields with the values you specify for the route details (origin

and destination respectively). This calculated value appears on the Certificate of Insurance. However, if you are granted the Change

Certificate Text security right, you can edit the contents of this field to change what is printed on the certificate.

For example, if you cannot find the desired port in the system but the policy is configured so you are forced to use the lookup to select a

value from the predefined list, you can overwrite any selected value in the Text to Appear on Certificate so the route details are

displayed accurately on the certificate of insurance.

No Risk After Discharge: Check this box if the coverage is to cease at the time the cargo is unloaded

Claim Settling Agent: Select a claim settling agent for the shipment from a list of pre-approved agents. The list is populated based on

the countries referenced by the shipment’s voyage. If you have not selected all four countries (Origin, Loading, Destination and

Discharge) the Claim Settling Agent list will be empty.

Full Description of Cargo: Provide a complete description of the cargo, including amounts.

Marks and Numbers: Enter specifics of the cargo being shipped for example (1 X 40 ft container containing 25 pallets of new goods,

Serial Numbers, seal).

Letter of Credit Conditions: Enter any special terminology, required by a letter of credit. The terms and conditions entered in this

section must not be broader than those offered by the policy.

Common Extended Data Fields: Loss Payee, Place of Issue, Date of Issue



The following custom fields may appear. Complete them if required to support Letter of Credit conditions:

o Loss Payee

o Place of Issue

o Date of Issue

3. Click [Verify Coverage] once you have provided all of the required details. The system compares the shipment details you

provided to the policy rules.

Result

The shipment is insurable

o The system displays the insuring conditions along with any generated premiums, taxes and fees, depending on your

security rights and whether the related policy is rated

o The system locks the shipment details displaying all values as read-only

o You can then either book the shipment or edit the shipment if you have to change any details before booking it or save

an incomplete shipment if you are not ready to book it immediately

Or

The shipment generates a referral

o The system displays one or more referral reasons


o You can then either submit the referral for review or edit the shipment if you can change any shipment details and

verify coverage again or save an incomplete shipment if you are not ready to submit the referral immediately or print a

draft certificate to review the shipment details with the appropriate parties offline.



Managing Named Assureds

Creating a New Named Assured

Why would I create a new named assured?

When the necessary named assured does not appear in the shipment’s list of available named assureds (does not exist in

the system yet or you do not have access to it.)

To create a named assured you need for the current shipment but does not need to be available every time you are creating

a new shipment


You are creating a new shipment or modifying a saved shipment (i.e. You have already accessed the Shipment screen)

You are assigned the Manage Assured security right

Steps

1. Above the Named Assured Name field, select the Create New option. The system displays additional fields where you specify

the named assured’s details.

2. Enter in the named assured’s required details such as Named Assured Name and Country along with any other relevant contact

details.

3. Continue creating a new shipment or modifying an existing shipment.

Result

The new named assured is created for the shipment.



Important: The new named assured is only created for the current shipment and gets saved when you book the

shipment.



Saving a New Named Assured

Why would I save a new named assured?

To make the new named assured available for reuse on future shipments




Steps

1. Check the Save Company (to use on future shipments) checkbox. The system displays an additional checkbox.

2. Check Allow all policy users to select the Named Assured checkbox if you want to make the named assured available to

other users creating shipments for this policy using the same Primary Assured you selected.

3. Continue creating a new shipment or modifying an existing shipment.

Result

The new named assured will be added to the list of possible named assureds you can select from when creating new

shipments

Optionally, the new named assured will be available to other users creating shipments for the same policy, depending on

your selection



Modifying a Named Assured via the Shipment Form

Why would I modify a named assured from the shipment screen?

To update or correct a named assured’s details from the shipment form directly. This way you do not need to navigate to the Assured

module to manage the additional named assured.

Important: Any changes you make to the Named Assured company from the Shipment Form will apply to the company

going forward.






Modifying the Shipment’s Named Assured’s Details

Steps

1. Click the Named Assured Details hyperlink appearing just under the ‘Select Named Assured’ field. You must have already

selected a named assured for the shipment and have the appropriate security right in order to see this link.

2. Modify the named assured’s details as required.

3. Click [Save].

Result

The system saves your changes.



Modifying the Details for any Named Assured via the Shipment Form

Steps

1. Click the Manage Named Assureds link in the Common Screens widget on the right side of the screen to modify a Named

Assured not selected on the enabled shipment.

2. Click View Details for the Named Assured you wish to modify.

3. Modify the details as required.

4. Click [Save] to update the named assured and remain on the page, [Save and New] if you wish to add a new named assured

without returning to the Named Assured list, [Save and Close] if you are done updating the named assureds or [Close] to

return to the Named Assured list without saving the changes.

Result




Creating an Incomplete Shipment

Why would I create an incomplete shipment?

You are missing some of the required shipment details and need to come back later to complete it

Your work is interrupted by an important meeting or phone call and you must finish the booking later




You are logged into the Extranet

You search for a policy with a status of ‘Confirmed’

The selected policy’s Definition is configured with this question checked off: Are assureds reporting shipment activity?

The policy status is ‘Confirmed’

Steps

1. From any policy screen, in the Policy Transactions widget on the right hand side of the screen, click Create New Shipment.

The system opens the Shipment screen.



2. Select a Primary Assured.

3. Optionally, complete any shipment fields you wish to fill in.

4. Click [Save].

Result

The system saves the shipment as ‘Incomplete’

You can search for the incomplete shipment to complete the details and generate a certificate for thirty days. Daily, the

system automatically deletes incomplete shipments that have not been modified for 30 days.



Copying a Shipment

After one shipment is created and saved, it can then be copied. You can modify each copy as necessary and then book it.

Why would I copy a shipment?

If a shipment needs to be duplicated, but will not be needed again, then you should use the copy feature

It is a quick way to create a new shipment


You belong to a company that has access to at least one policy with a status of Confirmed


You belong to a company that has access to at least one shipment

Note: You can copy from any existing shipment, regardless of the shipment’s status.

Steps

1. Search for an existing shipment.

2. In the Common Shipment Actions widget on the left side of the screen, Click the Copy Shipment hyperlink to create a new

shipment based on the selected one.

Result

The system displays a new shipment populated with all of the data from the shipment you are copying (except for the Date of

Departure).

The shipment fields are editable, for you to modify as required

You can verify coverage to proceed with booking the new shipment




Important: When copying a shipment the system does not copy:

The Date of Departure

The coverage information generated post-verify coverage, (e.g. premiums, additional charges, conditions)

Shipment documents

Shipment notes



Creating a Shipment from a Shipment Template

Why would I create a shipment from a shipment template?

The new shipment is very similar to a template that exists with all required shipment details pre-populated

To save time when entering in a new shipment


You belong to a company that has access to at least one policy with a status of ‘Confirmed’


You belong to a company that has access to at least one shipment template

Steps

1. Cick Shipments in the main menu.

2. In the Shipment Search criteria panel, for the Type of Shipment field, check the Template option.

3. Optionally check ‘Created by Me’ if you wish to search for only the templates you created.

4. Click [Search]. The system returns the Shipment Search Results.

5. Click the Use Template hyperlink for the shipment template you wish to use. The system displays the Shipment screen,

populated with the selected template’s data.



6.

7. Specify the Date of Departure.

8. Modify any other shipment values if required.

9. Click [Verify Coverage]. The system compares the shipment details entered to the related policy.

Result


The system displays the insuring conditions along with any generated premiums, taxes and fees, depending on your security

rights and whether the related policy is rated

The system locks the shipment details displaying all values as read-only.

You can then either:

o Book the shipment,

o Print a draft certificate, or

o Edit the shipment if you wish to modify any details before booking it.

Or




The system displays one or more referral reasons.

The system locks the shipment details displaying all values as read-only.

You can then either:

o Submit the referral so it can be reviewed and approved by an insurance representative, or

o Edit the shipment if you wish to modify any shipment details and verify coverage again

Copy Shipment vs. Shipment Template vs. Save Incomplete

Shipment

There are many circumstances where it is necessary to create multiple shipments with similar information. For example, it may be a

regular shipment that occurs once a month, or a large consignment that is divided into several shipments. To avoid having to enter the

same shipment details multiple times, new shipments may be booked as copies of one shipment or from a template.

If a shipment needs to be duplicated, but will not be needed again, then copying may be the more efficient solution. One complete

shipment is created and booked, then copied. You can modify each copy as necessary and then book the new shipment.

A template is created once, and then saved in the system. It can then be used to create each shipment. This is intended to be kept and

reused, so it is very suitable for recurring shipments.

Save an incomplete shipment when you are creating a shipment but you are missing some information or do not have time to complete

the booking. Saving an incomplete shipment allows you to save your work in progress. Incomplete shipments do not require any

required data be completed except for the shipment’s Primary Assured.



Booking a Shipment

Why would I book a shipment?

To book insurance coverage for the shipment’s cargo

To generate a certificate of insurance

To record your policy’s shipment activities




Steps

1. You create a new shipment . The shipment is insurable.

2. Click [Confirm Booking].

Result

The system saves the shipment and sets its status to ‘Booked’

The system generates a certificate number

You can now print a certificate



Submitting a Referral

If the shipment details do not meet the coverage specified in the policy or the shipment violated the sanction scanning configuration, the

system generates a referral and provides you with the reasons for the referral.

Important: The steps below apply whether the shipment triggered a policy referral, a sanction referral or both types of

referrals.

Why would I submit a referral?

To save the shipment, and request that an insurance representative reviews and approves it.




Steps

1. You create a new shipment .The shipment triggers a referral.

2. If the referral is due to an error in the shipment information, edit the shipment to correct the error, verify coverage and book the

shipment_D2HLink_29187.

If the shipment information is accurate, click [Submit Referral] to send the shipment to the insurance company for review.

Result

The system saves the shipment and sets its status to ‘Referred’, ‘Sanction Referred’ or ‘Sanction Referred + Referred’

The system generates a certificate number

The system sends an email to the appropriate parties per the policy’s related notification list, to notify them a referral has

been submitted



Important: If the shipment status is ‘Referred’, you cannot print a certificate or modify any shipment details the

shipment until the referral has been approved.



Editing a New Shipment

After you verify coverage for a new shipment, the system automatically locks the shipment details since the generated premiums, terms

and conditions are based on the specific details you entered in the Shipment form. Modifying the shipment details after you verify

coverage can change the resulting premiums, taxes, fees and conditions as well as the shipment’s insurability.

Why would I edit a new shipment?

After verifying coverage for the shipment you realize one or more of the shipment values you specified is incorrect

You want to compare the cost of insurance across different coverage types




You click [Verify Coverage] when creating a new shipment

Steps

1. Click [Edit Shipment]. The system unlocks the Shipment screen and displays the Shipment Details for you to edit.

2. Edit one or more of the values as required.

3. Click [Verify Coverage]. The system compares the latest shipment details to the related policy.

Result

The shipment details are modified (without saving the shipment)



security rights and whether the related policy is rated.

o The system locks the shipment details displaying all values as read-only.



o You can then either book the shipment or edit the shipment again if you have to modify any additional details before

booking it.

Or


o The system displays one or more referral reasons.


You can then either submit the referral so it can be reviewed and approved by an insurance representative or edit the

shipment if you can modify any shipment details and verify coverage again.


33 Printing Certificates

Printing Certificates

Print certificates from the system as proof of insurance for each shipment you book.

Printing a Draft Certificate

Why would I print a draft certificate?

To verify the certificate’s format and content is accurate

To verify with the bank if the certificate meets the letter of credit requirements

To review the details with a supervisor who is required to approve or sign off on the shipment details




The Conveyance you select for the shipment has at least one certificate template linked to it based on the associated policy’s

setup

Steps

1. Create a new shipment or create a shipment from a template or access a saved shipment where the option to Print Draft

Certificate has been enabled.

2. Below the shipment’s Insuring Conditions, select a Certificate Template if there is more than one available.

3. Click [Print Draft Certificate]. Your browser displays a prompt to download the certificate.

4. Click [Open] to view the draft certificate in Adobe Acrobat (The prompt appears somewhere towards the bottom of the screen but

differs based on the browser you are using). The system opens the draft certificate in a separate tab or window.

5. Click the adobe [Print] option.



o In Internet Explorer, use the Adobe Menu at the top of the window and select File > Print

o In Chrome, move/point your mouse to the bottom right of the screen and when icons appear click

6. Click [Print] in the Print modal window.

Result

The system prints a draft version of the shipment certificate based on the selected template.

Printing an Original Certificate

Why would I print an original certificate?

To prove legal title to the shipment’s goods

To present to the bank as part of a letter of credit requirements




You book a shipment

Steps

1. Below the shipment’s Insuring Conditions, select a Certificate Template if there is more than one available.

2. Click [Print Certificate]. Your browser displays a prompt to download the certificate.

3. Click [Open] to view the certificate in Adobe Acrobat (The prompt typically appears towards the bottom of the screen but varies

based on the browser you are using).

Result



The system opens the certificate in a separate tab or window and it can then be managed as any other PDF document

Refer to Reprinting a New Original Certificate for further details.

Printing a Copy of a Certificate

Why would I print a copy of a certificate?

To have a version on file




You have access to at least one saved shipment that has a status of ‘Booked’

Steps

1. Search for the booked shipment for which you wish to print a copy of its certificate

2. Click [Print Certificate Copy]. Your browser displays a prompt to download the certificate.

3. Click [Open] to view the certificate in Adobe Acrobat (The prompt appears somewhere towards the bottom of the screen but

differs based on the browser you are using). The system opens the certificate in a separate tab or window.

4. Click the adobe [Print] option.

o In Internet Explorer, use the Adobe Menu at the top of the window and select File > Print

o In Chrome, move/point your mouse to the bottom right of the screen and when icons appear click

5. Click [Print] in the Print modal window.

Result

The system prints a copy of the shipment certificate based on the selected template.


36 Managing Shipment Templates

Managing Shipment Templates

Creating a Shipment Template

Why would I create a shipment template?

So you and others in your company (if applicable) can quickly create new shipments when the shipment details are similar for

multiple shipments

So your shipment users can base new shipments on a pre-populated shipment screen to reduce their data entry errors


You belong to a company that has access to at least one policy with a Status of ‘Confirmed’


Steps

1. Complete the steps outlined in Creating a New Shipment. Ensure you specify a Reference Number.

2. If the system determines the shipment is insurable after you verify coverage, click [Save Template].

Result

The system saves the shipment details

The shipment template is available to use to create new shipments as required when searching for it from the Shipment

Search Screen



Modifying a Shipment Template

Why would I modify a shipment template?

The template’s details have changed and require an update.

To update some incorrect data

To create a new template from an existing template





Steps

3. Click Shipments in the main menu. The system displays the Shipment Search screen.

4. In the Shipment Search criteria panel, for the Type Of Shipment field, select ‘Template’




6. Click the Manage Template hyperlink for the shipment template you wish to modify. The system displays the Shipment screen,

populated with the template’s data (in read-only mode).

7. Click [Manage Template] to update the template’s details. The system refreshes the Shipment screen and unlocks the details.

8. Modify any shipment values as required.

9. Click [Verify Coverage]. The system compares the shipment details entered to the related policy.

10. Click:

o [Save Template] to save the modified template for future use

o [Edit Shipment] if you wish to make additional updates to the template

o [Cancel Changes] if you do not want to save any of the changes made to the template’s values.

Result

When you click [Save Template], the system saves the latest values

When you click [Edit Shipment], you can continue to update the template values as required and then Verify Coverage again

to continue

When you click [Cancel Changes], the system reverts back to the previously saved values of the template



Deleting a Shipment Template

Why would I delete a template?

The template is no longer needed and you do not want it to remain in the system.





Steps

1. Search for a shipment template Select ‘Template’ for the Type Of Shipment field on the Shipment Search screen. The system

returns all available shipment templates within your administrative scope.

2. In the Shipment Search Results, check the checkbox beside the shipment template(s) you wish to delete.

3. Click [Delete].

Result

The selected shipment template(s) are deleted from the system and can no longer be used._D2HLink_29200


40 Managing Shipment Documents

Managing Shipment Documents

Any user who has access to view a particular shipment can view any of the documents attached to the shipment.

Attaching a Document to the Shipment

You can attach relevant, supporting files to the shipment as required.

Why would I attach a document to the shipment?

You want to make relevant documents available to all users who can access the shipment


You are assigned the Create Shipment or the Edit Booked Shipment security right

You have access to at least one saved shipment

You access the Shipment screen to view/manage an existing, saved shipment.

Steps

1. Click Shipment Documents in the left side menu. The system displays the Shipment Documents screen

2. Click [Add] to attach a document to the shipment. The system opens the Shipment Document modal window.

3. Enter a Description for the file you wish to attach.

4. Click [Choose File] to browse for the document you wish to attach. The system opens the open file modal window so you can

search through your available files to find the appropriate one.

5. Click on the file name to highlight the document you wish to attach.

6. Click [Open]. The system closes the open file modal and populates the Document field with the name of the file you selected.



7. Click [Save] to add the file and remain on the page, [Save and New] if you wish to add more files without returning to the

Document list, [Save and Close] if you are done adding files or [Close] to return to the Shipment Document list without adding

the selected file.

Result




Modifying a Document Attached to the Shipment

Why would I modify a document attached to the shipment?

To update the document’s description so it is more clear




There is at least one document already attached to the shipment


Steps


2. Click the View Details hyperlink for the document you wish to manage. The system opens the Shipment Document modal

window.

3. Edit the document’s Description and/or click [Choose File] to select a different document, to overwrite the attached file.

4. Click [Save] to save the changes and remain on the page, [Save and New] if you wish to add more files without returning to the

Shipment Documents list, [Save and Close] if you are done modifying the document or [Close] to return to the Shipment

Documents list without saving the latest changes.

Result




Deleting a Document from a Shipment

Why would I delete a document from a shipment?

The wrong document was mistakenly added to the shipment

The document has become out of date or is no longer relevant to the shipment






Steps


2. Click the View Details hyperlink for the document you wish to delete. The system opens the Shipment Document modal

window.

3. Click [Delete].

Result

The system removes the document from the shipment.

Deleting Multiple Documents from a Shipment

Why would I delete multiple documents from a shipment?

The wrong documents were mistakenly added to the shipment



The documents have become out of date or are no longer relevant to the shipment





You access the Shipment screen to view/manage an existing, saved shipment

Steps


2. Refer to Deleting Grid Rows in Batch.



Viewing a Document Attached to the Shipment

If there are already documents attached to a particular shipment you can view them, as necessary.

Why would I view a document attached to the shipment?

To review information related to the shipment t that is relevant to you and your task

To preview a document you attached to ensure it renders as expected






Steps


2. Click on the hyperlink in the File Name column for the document you wish to view. The system downloads the file.

Important: The steps to open a file attachment differ based on the internet browser you are using.

Result

The system opens the file for you to view.



Viewing all Original Certificates Printed for the Shipment

Some users are able to reprint a new original certificate when required; for example, due to changes in the shipment details after the

shipment was initially booked. Consequently, there can be several versions of “original” certificates in circulation.

Why would I view all original certificates printed for the shipment?

To ensure you are aware of how many original certificates have been generated and review the details of each one.


You are assigned the View Original Certificate security right


There is at least one original certificate already generated for the shipment


Steps


Result

All original certificates that were generated for the shipment are available for your review.


47 Creating and Managing Shipment Notes

Creating and Managing Shipment Notes

A user can attach notes to shipment certificates, and then update and close the notes as required and those notes may be sent by

email to designated recipients.

Creating a Shipment Note

Why would I create a shipment note?

As a means of communciating with any of the policy particpants that have access to the shipment

To provide some additional details about the shipment directly in the system

To identify any administrative issues for the shipment that may require action (such as attaching a bill of lading to the

certificate for example)



You have access to at least one booked shipment (regardless of its status); The shipment cannot be ‘incompete’ or a

template


Steps

1. Click Shipment Notes in the left side menu. The system displays the Shipment Notes screen



2. Click [Add] to create a note for the shipment. The system opens the Shipment Note modal window.

3. Optionally specify a Follow-Up Date if you wish for the note to appear on your status screen in the Follow-Ups list as a reminder

as of some future date. This date reflects when the note will appear on the Status screen. The note will remain on the Status

Screen until someone closes the note.

4. Enter the Description of the note. This text will be what is included in any email sent for this note (if applicable).

5. Define the note’s scope, which indicates who can access this note. The possible options are:

o Policy Participants - which means any broker, insurer or assured user with access to the shipment can view the note

o Broker/Insurer Participants - which means only broker or insurer users with access to the shipment can view the note

o My Organization - which means only users belonging to your organization, that have access to the shipment, can view the

note

6. Click [Save] to save the details and remain in the modal, click [Save and New] if you want to save the details and add another

note, click [Save and Close] to save the details and return to the main notes screen and click [Close] to close the modal without

saving the note’s latest values.

Result

The system creates the note for the shipment and sets its Status to ‘Open’..



Sending a Shipment Note by Email

Why would I send a shipment note by email?

To notify a broker, isurer or assured about key details of the shipment

To communicate and assign some follow up action regarding the shipment to designated users




template


You are creating or modifying a shipment note

Steps

1. Click ‘Send Email on Save’ from the Shipment Note modal window. The system displays some additional options.



2. Optionally, click ‘Add Shipment Referral Contacts to Recipients’ if you wish to pre-populate the email recipients. The system

automatically populates the Additional Recipients field with any policy contacts already set up to receive shipment referral

notifications. Remove any if required.

3. Optionally, in Additional Recipients, manually enter the email addresses of any contacts you would like to receive this note by

email. Separate each email address with a comma.

4. Click [Save] to send the email and remain in the modal, click [Save and New] if you want to send gthe email and then add

another note, click [Save and Close] to send the email and return to the main notes screen and click [Close] to close the modal

without sending the email.

Note: The system does not save the email recipients specified with the Note. This data is used only to trigger the

email and is no longer available the next time you access the note. You complete these fields each time you wish to

email this note.




Result

The system emails the note to the specified recipients as well as to the user who triggers the email.

Modifying a Shipment Note

Why would I modify a shipment note?

You need to correct the note details to add or remove information




template


Steps


2. Click the View Details link for the note you wish to modify. The system opens the Shipment Note modal window.

3. Edit any note details as required

4. Click [Save] to save the changes and remain in the note modal, [Save and Close] to save the changes and return to the

Shipment Notes list in the main screen, or [Close] to return to the Shipment Notes list without saving your latest changes.

Result

The system saves the latest changes.

Deleting a Shipment Note



Why would I delete a shipment note?

The note was incorrectly added for the shipment and should not be saved with the shipment.

Tip: If the note details are valid but the note is no longer relevant since the shipment occurred in the past and

the necessary actions have been taken, it is better to close the note than to delete it. Closing a note updates

the note’s status to ‘Closed’ and removes it from the Status Screen’s Follow Ups list (if a Follow-Up Date was

provided) while still keeping the note available for future reference.




template


There must be at least one note associated to the selected shipment

Important: Any user belonging to the policy owner organization can delete all notes associated to the shipments

they have scope to. Users belonging to any broker or insurer partners can delete a note if the note is created by

someone in their organization. Assureds can only delete notes created by other assured users who they have

administrative scope to.

Steps


2. Click the View Details link for the note you wish to delete. The system opens the Shipment Note modal window.

3. Click [Delete].



Result

The system removes the document from the policy

The system logs the note deletion into the shipment’s audit trail

Deleting Multiple Shipment Notes

Why would I delete multiple shipment notes?

The notes were incorrectly added to the shipment and should not be saved with the shipment.

Tip: If the note details are valid but the note is no longer relevant since the shipment occurred in the past and

the necessary actions have been taken, it is better to close the note than to delete it. Closing a note updates

the note’s status to ‘Closed’ and removes it from the Status Screen’s Follow Ups list (if a Follow-Up Date was

provided) while still keeping the note available for future reference.




template



Important: Any user belonging to the policy owner organization can delete all notes associated to the shipments

they have scope to. Users belonging to any broker or insurer partners can delete a note if the note is created by

someone in their organization. Assureds can only delete notes created by other assured users who they have

administrative scope to.



Steps

1. Click Shipment Notes in the left side menu. The system displays the Shipment Notes screen.

2. Check the row selector checkbox to the left of each note you wish to delete from the shipment.

3. Click [Delete].

Result

The system deletes each note from the shipment.

Closing a Shipment Note

Why would I close a shipment note?

To indicate the shipment note is no longer relevant

To incidcate the necessary actions have been taken for the shipment based on the note’s description

To remove the note from appearing in the Follow-Ups list on the Status screen




template



Steps

1. Click Shipment Notes in the left side menu. The system displays the Shipment Notes screen.



2. Check the row selector checkbox to the left of each note you wish to close.

3. Click [Close Note(s)].

Result

The system updates the Status of the selected notes to ‘Closed’ .


56 Managing Referrals

Managing Referrals

Whenever a shipment triggers a referral (based on the shipment’s details, the compliance regulations and the policy’s setup) you will

have to manage referrals if you have been granted the appropriate rights. For information about how a referral is submitted for review

when a shipment triggers a referral, refer to Submitting a Referral when Creating a Shipment Certificate

Marking a Referral as ‘In Process’

This is a best practice we strongly recommend you follow, although it is not a required step when you are managing a referral.

Why would I mark a referral as ‘In Process’?

To advise your colleagues and assureds that the referral is being reviewed/managed

To stop the system from sending the referral escalation notification emails (if configured)


You are assigned the Confirm Shipment security right

You have access to at least one shipment with a status of ‘Referred’

You access the Shipment screen to view a referred shipment

Important: You can only mark a policy referral as ‘Referral In Process’. If there is a sanction referral against the

shipment, you do not have this option.

Steps

1. Click [Referral in Process] to update the shipment’s status. The system prompts you to confirm that you wish to update the

shipment’s status to ‘Referral In Process’

2. Click [OK].



Result

The system updates the shipment’s Status to Referral in Process and includes your name as the user who last modified the shipment.



Managing a (Referred) Shipment

You can modify a referred shipment’s information before accepting or rejecting the referral.

Why would I manage a referred shipment?

To update the shipment details, premiums, taxes, fees and/or insuring conditions before accepting the referral, based on the

shipment details the assured provided

So you can process the referral over time; you can make changes to the shipment, save your work and come back later to

accept (or reject) it.


You are assigned the Edit Booked Shipment security right

You have access to at least one shipment with a status of ‘Referred’ or ‘ Sanction Referred’

You access the Shipment screen to view a referred or sanction referred shipment

Steps

Refer to Managing the Shipment for more information.



Issuing a Quote for a Referral

This is a best practice we strongly recommend you follow, although it is not a required step when you are managing a referral.

Why would I issue a quote for a referral?

To provide the appropriate premiums and insuring conditions when the referral’s shipment details are not covered by the

policy

To allow the assureds to decide if they wish to book the shipment when you have updated the terms (specifically the

premiums, taxes, fees, and/or insuring conditions) based on the shipment details the assureds provided

Note: When you issue a quote for a referred shipment, the system automatically also accepts the referral but, it does

not book the shipment.


You are assigned both the Edit Booked Shipment and the Confirm Shipment security rights

You have access to at least one shipment with a status of ‘Referred’

You access the Shipment screen to view a referred shipment

Note: You can only issue a quote for a shipment with a policy referral if the assured did not submit a request for quote

(RFQ). If the shipment only has a sanction referral against it, then you do not have the option to issue a quote.

Steps

1. Manage the shipment in order to update the shipment’s details, coverage terms and conditions.

2. Click [Issue Quote]. The system opens the Issue Quote modal window.





3. Specify how many days the quote is valid for.

4. Optionally, enter comments highlighting the quote’s key details/changes you made to the shipment.

5. Click [Proceed] to issue the quote.

Result

The system accepts the referral

The system updates the shipment’s Status to ‘Quote Issued’ and displays the Quote Expiration Date based on the value you

provided

The system sends an email to the appropriate contacts notifying them you have accepted the referral and issued a quote



Accepting a Sanction Referral

Why would I accept a sanction referral?

To indicate that the shipment is insurable and does not contravene compliance regulations (after you review the shipment details).


You are assigned both the View Shipment and Sanction Administrator security rights

You have access to at least one shipment with a Status of ‘Sanction Referred’

You access the Shipment screen to view a sanction referred shipment

Steps

1. Review the shipment and optionally modify shipment details as needed, if you have the edit booked shipment security right.

2. Click [Accept Sanction]. The system opens the Accept Sanction modal window.

3. Optionally, enter a Reason.

4. Click [Proceed].

Result

The system closes the modal window, refreshes the screen (collapsing/hiding the shipment details) and updates the

shipment’s Status to ‘Booked’ if there are no other policy referrals pending for the shipment.

The system sends an email to the appropriate parties to notify them the sanction referral has been accepted

Note: If the shipment has a sanction referral as well as one or more policy referrals against it, the shipment Status

remains as Referred after you accept the sanction referral. Accepting the two types of referrals (sanction and policy) is

a two-step process.




Rejecting a Sanction Referral

Why would I reject a sanction referral?

The shipment violates compliance regulations.


You are assigned both the View Shipment and Sanction Administrator security rights

You have access to at least one shipment with a Status of ‘Sanction Referred’


Steps

1. Review the shipment.

2. Click [Reject Sanction]. The system opens the Reject Sanction modal window.

3. Enter a Reason.

4. Click [Proceed].

Result


shipment’s Status to ‘Referral Rejected (Sanction Rejected)’

The system sends an email to the appropriate parties to notify them the sanction referral has been rejected

Note: If you reject the sanction referral, the only action you can take for that shipment is to copy the shipment to

create a new one and modify the details accordingly. If the shipment also has a policy referral against it, you cannot

approve the policy referral after you reject the sanction referral.




Accepting a Policy Referral

Why would I accept a policy referral?

To indicate that the shipment details are valid and the shipment is insurable.


You are assigned both the Confirm Shipment security right

You have access to at least one shipment with a Status of ‘Referred’


Note: You cannot accept a policy referral if there are any pending sanction referrals against the shipment. Accept the

sanction referral first before you can complete the steps below.

Steps

1. Review the shipment and optionally click [Manage Shipment] to modify the shipment details as needed, if you have the edit

booked shipment security right.

Important: If you have to makes changes to the shipment before you can accept the referral, we recommend that you

issue a quote for the referral so that the person who created the shipment is able to review the updated terms and

conditions to determine whether to actually book the shipment (considering the latest values).

2. Click [Accept Referral]. The system opens the Accept Referral modal window.

3. Optionally, enter a Reason.




4. Click [Proceed].

Result


shipment’s Status to ‘Booked’.

The system sends an email to the appropriate parties to notify them the referral has been accepted

Important: If you accept the referral without issuing a quote, the system accepts the referral and automatically

updates the shipment’s status to ‘Booked’. This may not be desirable if you modified the shipment’s premiums and

conditions before accepting the referral and the assured has not seen the updated terms.



Rejecting a Policy Referral

Why would I reject a policy referral?

The shipment details are not covered by the terms and conditions of the policy.


You are assigned the Confirm Shipment security right



Steps

1. Review the shipment.

2. Click [Reject Referral]. The system opens the Reject Referral modal window.

3. Enter a Reason.

4. Click [Proceed].

Result


shipment’s Status to ‘Referral Rejected’

The system sends an email to the appropriate parties to notify them the referral has been rejected

Note: If you reject the referral, the only action you can take for that shipment is to copy the shipment to create a new

one and modify the details accordingly.




Submitting Referrals

Refer to Submitting Referrals under Creating a Shipment Certificate for more information about what to do when you are creating a new

shipment that triggers a referral.

Verifying the Status of a Referral

Why would I verify the status of a referral?

To understand where the referral is in the queue of items to action

To respond to an assured’s inquiry regarding the status of a referred shipment

To determine if anyone has begun to review the referral




Steps

1. Search for the referred shipment.

Note: When searching for a shipment, make sure to select Referred or OFAC Referred in the Status section of the

Shipment Search Criteria screen. If you search using the full certificate number, it is not necessary to select a status.

The referral reason and status are displayed at the top of the page. When the shipment status is ‘Referred’ or ‘Referral in Process’, the

shipment information cannot be modified but you may attach documents to it as required if your security rights permit.

2. If the shipment is not found, the status may have changed. Perform another search, checking the Status boxes for Booked and

Rejected Referral.




Note: If the Referrals, Change and Cancellation Requests, Requests for Quote table has been activated in your

Status Screen User Preferences panel (on the Status screen), all available shipments currently in referral will be

displayed on the Status screen. The Status screen can be accessed by selecting Status from the main menu.




About Referrals

A referral can occur for several reasons. Some examples include:

The date of departure is outside the effective date range of the currently selected policy.

One or more details of the shipment are not covered by the policy.

A value exceeds the limits of the policy, such as a high insured value, or extended backdating of the date of departure.

Certain dangerous cargos, or shipping to areas with a war risk, could be flagged for automatic referral.

A country, company, or person involved with the shipment is not in compliance with trade restrictions, such as the United

States Office of Foreign Asset Control (OFAC).

Generating a referral indicates that an insurance representative must review some aspects of the shipment before approving and

booking the shipment or declaration.

When a shipment is referred, an email notification is sent to the insurance representatives, who then make a decision. The

representatives may accept and book the shipment, reject the shipment, or accept the referral and book the shipment but with a

different premium and/or additional conditions of insurance or accept the referral, modify the terms of the shipment and issue a quote.

Depending on the policy’s set up, the system will send out an email notification once any decision is made.

Once a shipment is in referral, it cannot be changed and the certificate of insurance cannot be printed until the shipment is approved.

The certificate number may be used to find the shipment in the system and verify the status of the referral.


69 Managing Changes to Saved Shipments

Managing Changes to Saved Shipments

After a shipment has been saved you can make changes to the shipment directly depending on your security rights and the policy’s set

up or you can request changes as required.

When managing a saved shipment there are three main actions you can choose:

Recalculate: If you want to see the impact of manually adjusting the values used in the formula for calculating premium and

charges (inputs such as Premium Amounts, Rates, Additional Charges and the Insured Value); you can [Cancel Changes] if you

do not like the outcome of [Recalculate], per your changes. See Modifying Premiums, Rates, Additional Charges for more

details.

Verify Coverage: If you want the system to validate your changes, considering the policy’s setup to determine if your changes

would result in any validation errors or compliance or policy referrals; you can [Cancel Changes] or [Edit Shipment] if you do

not like the outcome of [Verify Coverage] per your changes. See Modifying Coverage Impacting Shipment Details for more

information on this workflow.

Save Changes: If you want to change any shipment values even if the changed values conflict with the policy’s defined setup.

Choosing this option allows you to override the system’s results that are based on policy configuration. Once you click [Save

Changes] you must manually manage your shipment again to modify its values. See Modifying Coverage Impacting Shipment

Details for more information on this workflow

Modifying Premiums, Rates, Additional Charges

Why would I modify premiums, rates and/or additional charges?

Because the user created a shipment with details outside of the policy’s existing rating matrix and defined coverage

You want to override the premium, rates or additional charges generated by the system as an exception, based on this

shipment’s details

The shipment is referred and you must modify some details in order to manage the referral





You have access to at least one existing shipment (Status can be ‘Booked’ or ‘Referred’)

The policy related to the selected shipment is configured to Allow Changes/Changes via Request (Consult with your

policy’s administrator if required)

Steps


2. Click [Manage Shipment]. The system refreshes the Shipment screen and unlocks the fields so they can be modified as

required.

3. Update the values in the Premium Information panel:

o Modify Premium Amounts if you wish to specify the “final” amounts and do not need the system to calculate it for you

o Enter new values in the Rate fields if you want the system to calculate new premium amounts based on the revised

rates you specify

o Enter new values in the additional charge Amount fields when you wish to specify the “final” amount and do not need

the system to calculate it; this applies specifically for fees since tax amounts are always based on the government

specified rates (that you cannot edit)

Important: If you modify a premium amount and also enter a corresponding rate for that same premium type, the

rate overrides the premium amount. In other words, upon clicking [Recalculate] the system calculates the

premium amount based on the rate you entered.

4. Click [Recalculate]. The system :

o Recalculates the Total Premium, tax and fee amounts and Total Cost based on the latest values in the Premium

Information panel and the shipment’s Insured Value and Currency



o Determines which additional charges apply based on each additional charge’s triggers and the shipment’s latest

values; if you modified any coverage impacting fields before clicking [Recalculate] the system may need to apply

more or less additional charges

o Considers if you modified the Insured Value or Currency fields and updates the Premium Information values if required

Important: When clicking [Recalculate] the system updates the Premium Information panel only based on the

values you manually entered. The system does not verify coverage against the policy setup.

If you click [Verify Coverage] you will overwrite any of your manual changes since the system resets the

shipment’s premiums, rates, additional charges and total cost based on the policy’s defined setup.

5. Click [Save Changes] to commit the latest changes you made or [Cancel Changes] if you want to discard any changes you

made.

Result

The system saves your changes

The system refreshes the Shipment screen and all fields appear as read-only

You can now reprint an original certificate based on the latest changes if required



Modifying Shipment Details

The Shipment screen’s fields can be categorized into two types: coverage impacting and non-coverage impacting.

Coverage impacting fields are the shipment details that determine the applicable rate and/or conditions for the shipment. For a

complete list of coverage-impacting shipment fields refer to Appendix 2. Non-coverage impacting fields are the details that are

informational that do not affect the rate or conditions the shipment is subject to.

Why would I modify shipment details (coverage-imapcting)?

Some of the shipment’s details have changed

Some of the details were entered incorrectly

The shipment is referred and you must modify some details in order to manage the referral



You have access to at least one existing shipment (Status can be ‘Booked’ or ‘Referred’)

Steps

1. Search for an existing shipment

Tip: When searching for an existing shipment, be sure to check off Booked for the Status field in the

Shipment Search Criteria panel. You are unable to modify a shipment whose Status is ‘Referred’ or

‘Cancelled’.


required.



Note: Depending on the policy, you may not be allowed to modify any shipment fields after the original certificate of

insurance has been generated and printed.

You cannot modify the Primary Assured or Bill to Party values if the shipment’s Status is ‘Booked’ and it has been

invoiced. To check if the shipment has been invoiced, refer to the Invoice Number field in the Shipment Status

panel.

3. Modify one or more shipment fields as required.If you wish to modify the shipment’s coverage, see Modifying Premiums, Rates

Additional charges.

Note: If you modify the shipment’s Insured value and click [Save Changes], without clicking [Recalculate] first and

without modifying the premiums, rates or additional charges, the shipment’s Premium Information will not reflect the

shipment’s updated insured value.

4. You can click [Verify Coverage] or [Save Changes] as required.

Verifying Coverage

1. Click [Verify Coverage]. The system compares the latest shipment details to the related policy to determine the rates the

shipment is subject to and whether the shipment meets the policy’s constraints.


o The system displays the applicable insuring conditions along with any generated premiums, taxes and fees, depending

on your security rights and whether the related policy is rated.


Or






o The system displays one or more referral reasons


2. Click:

o [Cancel Changes] to discard your changes

o [Save Changes] if the shipment is insurable and you are satisfied with the changes

o [Submit Referral] (if the shipment generates a referral) so the shipment can be reviewed and approved by an

insurance representative

Saving Changes

1. Click [Save Changes] to save the changes to the shipment, without validating the details against the policy’s setup. Be sure you

are satisfied with your changes as you cannot revert back to the previous version of the shipment values without manually

editing the shipment again.

Important: When you click [Save Changes] the system does not validate the vessel’s attributes, does not verify

the shipment’s insurability or compliance and will not modify the shipment’s cost.

Note: Assured users that are granted the Edit Booked Shipment security right, are always forced to [Verify

Coverage] when modifying the shipment. Assured users can never bypass the system’s verify coverage validation.

Result


The system refreshes the Shipment screen and all fields appear as read-only




Modifying Non-Coverage Impacting Shipment Details

The Shipment screen’s fields can be categorized into two types: coverage impacting and non-coverage impacting.

Coverage impacting fields are the shipment details that determine the applicable rate and/or conditions for the shipment. For a

complete list of coverage-impacting shipment fields refer to Appendix 2.

Non-coverage impacting fields are the details that are informational that do not affect the rate or conditions the shipment is subject to.

Users that are granted the right to edit booked shipments can modify any type of shipment field as required (Refer to Modify a Booked

Shipment).

Users that do not have the right to modify booked shipments may be granted permission to change non-coverage impacting fields

(based on a policy setting), to reduce the number of change requests, without compromising the underwriting of the shipment risk.

Why would I modify non-coverage impacting shipment details?

To correct some typos or basic mistakes

Some shipment details have changed

The policy is configured so that I can make these minor changes myself



You have access to at least one booked shipment

The related policy is configured to allow users to make these types of changes.

Steps




2. Click [Manage Shipment]. The system refreshes the Shipment screen and unlocks the fields that do not impact the coverage

for the shipment.

Note: Depending on the policy, you may not be allowed to modify any shipment fields after the original certificate of

insurance has been generated and printed.

3. Modify one or more non-coverage impacting fields as required.

4. Click [Save Changes].

Result


The system locks the Shipment screen so all of the fields are read-only




Submitting a Change Request

Why would I submit a change request?

One or more details must be updated on the shipment but you do not have the right to modify the shipment directly.




The related policy allows changes or change requests against booked shipments

Steps


Important: You can only submit a change request for a Shipment with a status of ‘Booked’.

2. Click [Submit Change Request]. The system opens the Submit Change Request modal window.

Important: If there is no [Submit Change Request] or [Manage Shipment] buttons, you will need to contact

your insurance representative for more information.

3. Enter the details about the desired changes. Be sure to include which fields to change and what each field should be changed to

4. Click [Proceed].

Result

The shipment’s status is updated to ‘Change Request Pending’



The system submits your change request and displays it with the shipment

The system sends an email to the appropriate parties, to notify them a change request has been submitted

The shipment remains locked and you cannot take any further action for the shipment until the change request is reviewed



Managing a Change Request

Client-side users who want to change booked shipments but who do not have the right to do so must submit change requests. These

pending change requests can be found in the Referrals, Changes & Cancellation Requests, Requests for Quote section in the Status

screen. Refer to Submitting a Change Request for details on how to complete that action.

Why would I manage a change request?

Because some users without the right to edit a booked shipment require changes to a shipment, that they are unable to complete

themselves.



You have access to at least one shipment with a pending change request

Steps

1. Access the Shipment screen.

2. In the Shipment Status panel verify the Status is ‘Change Request Pending’.

3. Read the Description in the Shipment Status panel to review the user’s request.

4. Click [Manage Shipment] to action the pending change request. The system unlocks the shipment fields so the fields are

editable.

5. Optionally, modify one or more fields as required.

6. In the Shipment Status panel enter Comments regarding the user’s change request. Indicate:

o Whether you accept or reject the change request;

o Explain what actions (if any) you have taken for the shipment



7. Optionally, click [Verify Coverage] or [Recalculate] if required (depending on whether you have made changes and whether

you are to accept or reject the user’s request).

8. Click [Save Changes] to commit the changes.

Result

The system saves the shipment, updates the shipment’s Status to ‘Booked’ and locks the screen so all fields are read-only


The system sends an email to the appropriate parties



Reprinting an Original Certificate Post Changes

Why would I reprint an original certificate?

The shipment details have changed and you/your assured require a new original certificate that reflects the shipment’s latest

details.

The user requires additional original certificates for reasons you deem appropriate


You are assigned the Edit Booked Certificate security right

You have access to at least one policy that is set up to issue certificates

You have access to at least one shipment that is associated to a certificate template and an original certificate has already

been generated for that shipment

Steps

1. Search for the booked shipment for which you wish to print a new original certificate.


required.

3. Between the Insuring Conditions and the Shipment Details panel, set the Print Count field to 0. This field indicates the number of

times the certificate has been printed.

4. Click [Save Changes]. The system saves your changes, displays the Print Count as 0 and locks the Shipment screen so the

fields are read-only.

Result

Now you can print an original certificate


83 Cancelling a Shipment

Cancelling a Shipment

Under certain circumstances it may be necessary to cancel a shipment after it has been booked.

Submitting a Cancellation Request

Why would I submit a cancellation request?

If you do not have the appropriate permission to cancel the shipment yourself, but the shipment is no longer covered by the

related policy.

If you do not have the appropriate permission to cancel the shipment yourself, the shipment was post-dated and logged in

advance but never actually occurred


You do not have the right to Edit a Booked Shipment


The related policy is configured to Allow Cancellation via Request (Consult with your policy’s administrator)

Steps


2. Click [Submit Cancel Request]. The system opens the Cancellation Request modal window.

3. Select a Reason, only if one is available.

4. Enter in a Description explaining why you are asking to cancel the shipment.

5. Click [Proceed].



Result

The shipment’s status is updated to ‘Cancel Request Pending’

The system submits your cancellation request and displays it with the shipment

The system sends an email to the appropriate parties, to notify them a cancellation request has been submitted

The shipment remains locked and you cannot take any further action for the shipment until the cancellation request is

reviewed

Note: Cancelled shipments remain in the system. Retrieve those shipments for review by checking off Cancelled

and/or Change/Cancellation Pending for the Status field in the Shipment Search screen.

A cancelled shipment may be copied to create a new shipment.




Managing a Cancellation Request

Why would I manage a cancellation request?

To take action per a user’s request to cancel the shipment


You are assigned the Edit Booked Shipment right

You have access to at least one shipment with a pending cancellation request

Steps

1. Access the Shipment screen.

2. In the Shipment Status panel verify the Status is ‘Cancellation Request Pending’.

3. Read the Description in the Shipment Status panel to review the user’s cancellation request.

4. Click [Accept Request] or [Reject Request] per your decision. The system opens the Accept Request or Reject Request

Modal window.

5. If you are:

o Accepting the request to cancel, optionally enter a comment/reason or skip to the next step.

o Rejecting the request to cancel, enter your reason

6. Click [Proceed] to process your action.

Result

The shipment’s status is updated to ‘Cancelled (Cancelled Request)’

The system displays the cancellation reason with the shipment



The system sends an email to the appropriate parties (per policy configuration), to notify them that the shipment has been

cancelled

The shipment remains locked and you cannot take any further action for the shipment



Cancelling a Shipment

Why would I cancel a shipment?

The shipment is no longer covered by the related policy

The shipment was post-dated and logged in advance but never actually occurred




The related policy is configured to Allow Cancellations (Consult with your policy’s administrator)

Steps


2. Click [Cancel Shipment]. The system opens the Cancel Shipment modal window.


4. Enter in a Description explaining why you are cancelling the shipment.

5. Click [Proceed].

Result

The shipment’s status is updated to ‘Cancelled’

The system displays the cancellation reason with the shipment

The system sends an email to the appropriate parties, to notify them that the shipment has been cancelled

The shipment remains locked and you cannot take any further action for the shipment



Note: Cancelled shipments remain in the system. Retrieve those shipments for review by checking the Cancelled

and/or Change/Cancellation Pending checkboxes for the Status field in the Shipment Search Criteria.

You can copy a shipment that is cancelled to create a new shipment.




Cancelling and Replacing a Certificate

A booked shipment certificate can be cancelled and replaced with a new one. This new shipment certificate will contain the same

information as the former certificate, and can be edited before booking.

Why would I cancel and replace a certificate?

The related policy does not permit you to modify a booked shipment, so if you have to update or correct some shipment data you are

forced to cancel the shipment and create a new one. This prevents you from having to create a brand new, replacement shipment.




The related policy is configured so you are allowed to cancel and replace booked shipments (Consult with your policy’s

administrator)

Steps


2. Click [Cancel and Replace]. The system opens the Cancel and Replace modal window.


4. Enter in a Description explaining why you are cancelling the shipment.

5. Click [Proceed]. The system displays a new shipment populated with the same details as the shipment you just cancelled. (The

system clears the Date of Departure field so it is blank).

6. Enter or select the shipment’s date of departure.

7. Modify the new shipment’s details as required.



8. Click [Verify Coverage]. The system compares the shipment details entered to the related policy. The system returns the verify

coverage result:

The new shipment is insurable


security rights and whether the related policy is rated


Or

The new shipment generates a referral

o The system displays one or more referral reasons.


9. If the shipment is insurable and you are satisfied with the changes, click [Confirm Booking].

If the shipment generates a referral you can click [Submit Referral] so the shipment can be reviewed and approved by an

insurance representative

Result

The system saves the new shipment with a new certificate number and sets its status

If the shipment’s status is Booked, the system includes a link to the original certificate number this shipment replaces

The system updates the original shipment’s Status to ‘Cancelled’ and includes a link to the new shipment that replaces it

The system saves and displays the cancellation reason with the original shipment you cancelled

The system sends an email to the appropriate parties, to notify them that the shipment has been cancelled and replaced

Note: Cancelled shipments remain in the system. Retrieve those shipments for review by checking the Cancelled

and/or Change/Cancellation Pending checkboxes for the Status field in the Shipment Search Criteria.




A cancelled shipment may be copied to create a new shipment.


92 Managing Quotes

Managing Quotes

Requesting a Quote

Why would I request a quote (RFQ)?

If you are shipping goods that are not part of your recurring business and you need your insurance representatives to review

it and provide you with their best quote. Likewise when requesting a quote you can choose whether to accept or reject the

quote you are issued.

You need special terms that are not part of the standard policy for a particular shipment so you request a quote from your

insurance representatives for their best possible terms

You have a special case shipment or client that requires more competitive pricing in order for you to secure the business



You are assigned the Create Shipment right

You select a policy with a status of ‘Confirmed’, by hovering your mouse over Policy in the main menu

Steps

1. Prepare a new shipment by creating a brand new one, creating one from a template, or by copying an existing shipment.

2. Click [Verify Coverage] after you have specified all of the required details. The system compares the shipment details entered to

the related policy.

Note: The option to request a quote is always available regardless of the outcome of Verify Coverage; you can

request a quote whether your shipment is deemed insurable or triggered a referral.



93 Managing Quotes

3. Click [Request a Quote]. The system opens the Request Quote modal window

4. Enter the reason you are requesting a quote.

5. Click [Proceed] to submit the RFQ.

Result

The system saves the shipment and sets its status to ‘Quote Requested’

The shipment is locked and cannot be changed until the RFQ is actioned by an insurance representative

The system sends an email to the appropriate parties, to notify them you have submitted an RFQ

Note: You will be notified via email when your insurance representative either issues a quote or declines your request

for quote.



94 Managing Quotes

Searching for a Quote

Once a request for quote (RFQ) has been submitted you can find it using the Shipment’s Query/List.

Why would I search for a quote?

To review the details of the RFQ

To get an update on the status of the quote

An insurance representative issued a quote for your shipment and you have to accept it or reject it, before the quote expires

In order to manage the quote (either to issue a quote or declines the request to quote)




You have access to at least one shipment/quote

Steps

1. Navigate to Shipments in the main menu.

2. Using the dropdown, select Query/List by left-clicking it with your mouse. The system displays the Shipment Search screen.

3. In the Shipment Search Criteria panel, for the Status field, select one or more options:

o Referred/RFQ Submitted: Quotes that have been submitted but have not yet been handled by an insurance

representative

o RFQ Declined: Requests that have been reviewed by insurance representatives however they have chosen to not

provide a quote. You can copy the shipment to create a new one so you can accept the original premium.

o Quote Issued: Quotes that have been reviewed by the insurance representatives where they have provided a quote

with different premium and terms for the shipment details you submitted. You can accept or reject these quotes.This

status includes expired quotes as well.


95 Managing Quotes

o Quote Rejected: Quotes that have been issued by an insurance representative but that the user booking the shipment

has rejected the quoted terms and conditions

Note: You can enter a Certificate Number or Reference Number to find one specific quote. Other search criteria may

also be specified to find the quote. See Searching for Shipments for more details on using the Shipment Search

screen.


5. Click the Shipment hyperlink for the shipment/quote you wish to view.

Result

The system displays the Shipment screen where you can review the shipment’s status and action it as required.



96 Managing Quotes

Issuing a Quote

Why would I issue a quote?

The assured has submitted a request for quote (RFQ) and you wish to provide a quote for the business

You are managing a referral and you need to change the premiums, additional charges and terms of the shipment in order to

accept the referral; you want to allow your client to decide if they wish to accept or reject your quote. Refer to Issuing a Quote

for a Referral



You have access to at least one RFQ

Steps

1. Search for a Shipment/Access the Shipment.

2. In the Shipment Status panel verify the Status is ‘Quote Requested’.

3. Read the Description (which is entered optionally) in the Shipment Status panel to review the user’s quote request.

4. Click [Manage Shipment] to edit the shipment details as required. Refer to Manage Shipment for details about saving changes,

recalculating premiums and additional charges and verifying coverage.

5. Click [Issue Quote]. The system opens the Issue Quote modal window.

6. Optionally, enter comments about the quote.

7. Click [Proceed].

Result

The system saves the shipment, updates the shipment’s Status to ‘Quote Issued’ and locks the screen so all fields are read-

only


97 Managing Quotes



98 Managing Quotes

Issuing a Quote for a Referred Shipment

See Issuing a Quote for a Referral in Managing Referrals.

Declining a Quote Request

Why would I decline a quote request?

You do not want to provide insurance coverage for that particular shipment with those details.



You have access to at least one shipment/quote

Steps

1. Search for a Shipment/Access the Shipment.

2. In the Shipment Status panel verify the Status is ‘Quote Requested’.

3. Read the Description (which is entered optionally) in the Shipment Status panel to review the user’s quote request.

4. Click [Decline Quote Request]. The system opens the Decline Quote Request modal window.

5. Enter the reason you are declining to quote the shipment.

6. Click [Proceed].

Result

The system saves the shipment, updates the shipment’s Status to ‘Quote Declined’ and locks the screen so all fields are

read-only



99 Managing Quotes

You can no longer action this shipment except to copy it if required


100 Managing Quotes

Extending a Quote

Why would I extend a quote?

An assured requests more time to consider the quote before accepting or rejecting it and you are willing to extend the duration the

quote will be valid for (e.g. the assured was out of the office unexpectedly)



You have access to at least one quote with a status of “Quote Issued” or “Quote Expired”

Steps

1. Search for a quote where status is ‘Quote Issused’.

2. Click [Extend Qoute] at the bottom of the Shipment screen. The system opens a modal with a Quote Expiration Field

3. Select a Quote Expiration Date. The selected date must be greater than the current date and before the associated policy’s Valid

Until Date.


101 Managing Quotes

4. Click [Proceed].

Result

The quote’s Status is ‘Quote Issued’

The revised Quote Expiration Date appears in the Shipment Status panel


102 Managing Quotes

Accepting a Quote

Why would I accept a quote?

You decide that the quote your insurance representative issued is fair and suitable and you wish to book the shipment.




You have access to at least one shipment/quote with a Status of ‘Quote Issued’

Steps

1. Search for a quote that has been issued. Make sure that you checked off Quote Issued for the Status field.

2. Click [Accept Quote].

Result

The system updates the shipment’s Status to ‘Booked’

The shipment is locked and read-only

The system sends an email to the appropriate parties, to notify them you have accepted the quote

You can now print the certificate of insurance

Important: You must accept the quote before the quote’s expiration date, indicated at the top of the Shipment

screen. Once this date has passed, the system automatically cancels the quote. You can then copy the original

shipment/RFQ, if necessary.


103 Managing Quotes

Note: If you access an issued quotation but you do not have permission to request a quote, you can accept or reject

the quote however you cannot request a new quote for the same shipment (with updated terms).



104 Managing Quotes

Rejecting a Quote

Why would I reject a quote?

You do not consider the quote issued by your insurance representative to be fair or competitive; you are never obligated to accept a

quote.




You have access to at least one shipment/quote with a Status of ‘Quote Issued’

Steps

1. Search for a quote that has been issued. Make sure that you checked off Quote Issued for the Status field.

2. Click [Reject Quote].

Result

The system updates the shipment’s Status to ‘Quote Rejected’

The shipment is locked and read-only

You can no longer action this shipment except to copy it if required

The system sends an email to the appropriate parties (per policy configuration), to notify them you have rejected the quote

Important: You must reject the quote before the quote’s expiration date, indicated at the top of the Shipment screen.

Once this date has passed the system automatically cancels the quote. You can copy the original shipment/RFQ, if

required.


105 Managing Quotes

Note: If you access an issued quotation but you do not have permission to request a quote, you can accept or reject

the quote however you cannot request a new quote for the same shipment (with updated terms).



106 Generating a Shipment Report

Generating a Shipment Report

Why would I generate a shipment report?

To generate a custom output containing the necessary data to review and manage shipment activity, especially if the dataset is fairly

large




Steps

1. Enter the filter criteria for the report within the Search Criteria section of the screen.



2. In the Generate Report section select a Report Template.



3. Optionally, enter a Report Name if you wish to specify a file name for the report when it is generated. This report name will

appear in the Data Output Center (where you can access all your DOT reports). If you do not specify a Report Name the system

automatically names the file with the date of when the report is generated.

4. Click [Search].

Result

The system submits your request to generate the report based on the filter crietria you specify. The request is put in a the

system’s job queue to be processed. It can take several minutes until the report output is ready. You can continue to work in

the system in the meantime.

Once the report has been generated it can be accessed via the Data Output Center in the Status Screen.


109 Pay-As-You-Go

Pay-As-You-Go

Consult your Oceanwide account representative for further details on this functionality.


110 Re-rating Shipments

Re-rating Shipments

Refer to the Re-rating Shipments section in the Policy Setup guide under the Common Actions section.


111 Index

Index

A

About Referrals 68

Accepting a Policy Referral 63

Accepting a Quote 102

Accepting a Sanction Referral 61

Accessing a Shipment via the Status Screen 4

Accessing the Shipment Screen 1

Attaching a Document to the Shipment 40

B

Booking a Shipment 28

C

Cancelling a Shipment 83, 87

Cancelling and Replacing a Certificate 89

Closing a Shipment Note 54

Copy Shipment vs. Shipment Template vs. Save Incomplete

Shipment 27

Copying a Shipment 23

Creating a New Named Assured 15

Creating a New Shipment 6

Creating a Shipment Certificate 6

Creating a Shipment from a Shipment Template 25

Creating a Shipment Note 47

Creating a Shipment Template 36

Creating an Incomplete Shipment 21

Creating and Managing Shipment Notes 47

D

Declining a Quote Request 98

Deleting a Document from a Shipment 43

Deleting a Shipment Note 52

Deleting a Shipment Template 39

Deleting Multiple Documents from a Shipment 43

Deleting Multiple Shipment Notes 53

E

Editing a New Shipment 31

Extending a Quote 100


112 Index

G

Generating a Shipment Report 106

Glossary 112

I

Issuing a Quote 96

Issuing a Quote for a Referral 59

Issuing a Quote for a Referred Shipment 98

M

Managing a (Referred) Shipment 58

Managing a Cancellation Request 85

Managing a Change Request 80

Managing Changes to Saved Shipments 69

Managing Named Assureds 15

Managing Quotes 92

Managing Referrals 56

Managing Shipment Documents 40

Managing Shipment Templates 36

Marking a Referral as ‘In Process’ 56

Modifying a Document Attached to the Shipment 42

Modifying a Named Assured via the Shipment Form 18

Modifying a Shipment Note 51

Modifying a Shipment Template 37

Modifying Non-Coverage Impacting Shipment Details 76

Modifying Premiums, Rates, Additional Charges 69

Modifying Shipment Details 72

Modifying the Details for any Named Assured via the Shipment

Form 20

Modifying the Shipment’s Named Assured’s Details 19

P

Pay-As-You-Go 109

Printing a Copy of a Certificate 35

Printing a Draft Certificate 33

Printing an Original Certificate 34

Printing Certificates 33

R

Rejecting a Policy Referral 65

Rejecting a Quote 104

Rejecting a Sanction Referral 62

Reprinting an Original Certificate Post Changes 82

Requesting a Quote 92


113 Index

Re-rating Shipments 110

S

Saving a New Named Assured 17

Searching for a Quote 94

Searching for an Existing Shipment 1

Sending a Shipment Note by Email 49

Submitting a Cancellation Request 83

Submitting a Change Request 78

Submitting a Referral 29

Submitting Referrals 66

V

Verifying the Status of a Referral 66

Viewing a Document Attached to the Shipment 45

Viewing all Original Certificates Printed for the Shipment 46

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