USER GUIDE CARGO CERTIFICATE ISSUANCE SYSTEM

Transcription

1 JLT Belgibo De Gerlachekaai 20 B-2000 Antwerpen Belgium Tel info@belgibo.be USER GUIDE CARGO CERTIFICATE ISSUANCE SYSTEM This user guide provides step-by-step instructions for issuing Insurance Certificates using an internet solution for the benefit of our customers 2018 edition Lloyd s Broker. JLT Belgibo is a trading name of Belgibo NV, part of the Jardine Lloyd Thompson Group. RPR Antwerp FSMA A

2 Contents Internet 3 Account Set-up.. 3 Client Login 3 Insurance Contracts. 3 Step 1 Request for Proposal. 4 Step 2 Overview Proposals... 9 To make updates to an existing proposal To copy an existing proposal Step 3 Overview Quoted Drafts.. 11 Make certain updates or create an original To copy an existing Draft (certificate) Step 4 Overview Certificates. 12 To view existing Certificates To copy an existing Certificate Log off/ Exit Getting Help

3 Web-based application that allows you to issue cargo insurance certificates Internet If possible, please use the Windows Internet Explorer (Microsoft), Google Chrome (MAC), because other Internet browsers can cause some distortion on graphic properties. Account Set-up Your User ID and Password will be communicated to you through your Client Administrator. Note: Depending on your security rights some information may vary from user to user Customer Login You can enter our website by typing in your browser s address field. Click the Client Portal button. Please enter your User Name (ID) and password in the Login box as shown below and click the Log On button. Insurance Contracts On the screen you get an overview of your (Cargo) Insurance contracts attached to your account. Please select the required contract and click the Select button. 3

4 From the main menu following selections are available: The language of your contract is used by default. You have the possibility to change to another language by clicking the language button. Step 1 Request for Proposal Click the Request for Proposal button Complete the following fields on the Request for Proposal screen Attention! Fields with an asterisk (*) are required 4

5 Y/Ref.: (optional) Insurance taker: Assured: (optional) fill in your internal reference number in accordance with your contract and filled up automatically. To bearer is used by default Note: Free text is name and address of your choice Details assured: (optional) Country of place of loading: (*) fill in name and address assured Details of the voyage from: (*) fill in place of loading 5

6 Country of place of discharge: (*) to: (*) via: (optional) Specification of the voyage from: (*) fill in place of discharge fill in place to: (*) 6

7 Conveyance: (*) Name of the vessel: (optional) fill in name of the vessel 2 nd Conveyance: (optional) Name of the 2 nd conveyance: (optional) fill in name of second conveyance Date of B/L or Transport document Insured value: (*) Currency: (*) fill in date fill in the amount in numbers without using a period (.) or comma (,) unless to separate decimals 7

8 Description of the subject matter insured: (*) Specification of the cargo: (*) fill in description of the goods (unlimited) Claims agent: Note: Belgibo is used by default Documentary Credit: Note: No is used by default Details Documentary Credit:(optional) fill in details documentary credit (unlimited) 8

9 Additional info: (optional) text field (unlimited) Note: this information will not appear on the printed version If you have completed the fields on the Request for Proposal screen, please click the Request for Proposal button at the bottom of the page. You will in return receive following message: Click the Home button to return to the main menu The Request for Proposal has been sent to your Client Administrator for processing. You will in return receive a quote per with following message: Step 2 Overview Proposals This function gives the possibility to make updates to or copy an existing proposal. 9

10 Note: If the certificate was not yet issued, meaning the original and duplicate copies were not yet requested then all information can be updated/modified. You can limit the overview by using the search function. Enter the search term and click the search button. You will receive an overview of all offers where the search term is found in the reference or in the details of the voyage. Option 1 - Make updates/changes to an existing proposal Click the Overview Proposals button On the screen you get an overview of all existing proposals created by your login(s). Please select any one proposal you want to update/change by clicking the Details button on the left. If you have updated the fields on the Proposal screen please click on the Update Proposal button at the bottom of the page. You will in return receive following message: Click the Home button to return to the main menu The Proposal update has been sent to your Client Administrator for processing. If the update generates a new quote you will in return receive an updated quote per . (See STEP 1) Option 2 - Copy an existing proposal If you have several shipments which all have similar shipping details and destinations this function gives you the possibility to copy an existing proposal. To create an exact copy, please select any one proposal by clicking the Copy button on the right. A new Proposal has been created (see STEP 1 ) 10

11 Step 3 Overview Quoted Drafts This function gives the possibility to copy an existing Draft (Certificate), to make certain updates to a Draft (Certificate) or to create an Original Certificate. It allows you to review the draft (certificate) information on accuracy and completeness. You can limit the overview by using the search function. Enter the search term and click the search button. You will receive an overview of all offers where the search term is found in the reference or in the details of the voyage. Option 1 - Copy an existing Draft (Certificate) To create an exact copy, please select any one Draft (Certificate) by clicking the Copy button on the right. A new Request for Proposal has been created. (See STEP 1) Note: Once a certificate is requested the draft (certificate) is removed from the list. Option 2 Creation Certificate Please select any one Draft (certificate) you want to create by clicking the Details button. Attention! Update only possible for following fields: Y/Ref. Date of B/L or transport document Date Policy Please click the Creation Certificate button at the bottom of the page. You will in return receive following message: 11

12 Upon receipt you can then print your cargo insurance certificate/premium note directly from your computer. The certificate will be available in an Original, Duplicate and a Copy Once you have clicked the Creation Certificate button it is no longer possible to make any changes to a certificate. If a change is required please contact your Client Administrator. Step 4 Overview Certificates This function gives the possibility to view all existing Certificates or to copy an existing Certificate. You can limit the overview by using the search function. Enter the search term and click the search button. You will receive an overview of all offers where the search term is found in the reference or in the details of the voyage. Option 1 View all existing certificates Please select any one Certificate by clicking the Details button on the left. Option 2 - Copy an existing Certificate To create an exact copy, please select any one Certificate by clicking the Copy button on the right. A new Request for Proposal has been created. (See STEP 1). 12

13 Log Off/Exit Click your browser Back button to exit the web application. Getting Help Please contact: Veerle De Coninck Direct +32 (0) Veerle Van Wesenbeeck Direct +32 (0) transport@belgibo.be 13