These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Marine Insurance System
- Process
- Cargo assessment
Cargo assessment
A cargo damage survey records a shipment reference, surveyor, survey date and assessed loss beside its policy. The Insurance Coordinator prepares the record. The Authorized Underwriter reviews a submitted revision independently. The survey outcome gives claim reviewers evidence about damage while the claim retains its own amount and insurer decision.
Step by step
-
Record survey Insurance Coordinator
Insurance Coordinator identifies the policy, organization and shipment, then enters the assessment as Draft.
- Links observed damage to insured scope
- Updates Cargo surveys, Policies, Organizations
-
Submit assessment Insurance Coordinator
Insurance Coordinator checks the survey details and advances the revision to Submitted.
- Places current revision in review queue
- Updates Cargo surveys
-
Review cargo survey Authorized Underwriter
Authorized Underwriter independently examines the submitted loss evidence and records the resulting survey decision.
- Records independent outcome and decision date
- Updates Cargo surveys
ApprovalA person approves before the work moves on. -
Use the outcome Authorized Underwriter
Authorized Underwriter compares the reviewed survey with a claim against the same policy without changing the claim's original reported amount.
- Carries survey context into claim assessment
- Updates Cargo surveys, Claims
Who does what
Roles and permissions- Insurance Coordinator
- Prepares and submits the survey.
- Authorized Underwriter
- Reviews it.
- Auditor
- Checks the retained assessment and its relation to the policy.
Set up Marine Insurance System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.