Booking a Shipment

Why would I book a shipment?

To book insurance coverage for the shipment’s cargo, to generate a certificate of insurance, and / or to record your policy’s shipment activities.

Before Getting Started

  • You belong to a company that has access to at least one policy with a Confirmed status.
  • You are assigned the Create Shipment security right.

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. Then the system generates  a certificate number and you can now print a certificate.