Client Cargo Insurance Review Template for Forwarders

Turn the annual client review into a documented cargo insurance check.

This template gives forwarder account managers a structured way to record the client's cargo insurance position before the next shipment or renewal. It is built for Malaysia and Singapore clients whose cargo values, routes, Incoterms 2020 positions, or LC requirements may have moved since their current cover was arranged.

What is inside the cargo insurance review template?

The template contains six review sections covering policy status, sum insured, war risk, renewal timing, LC certificate compliance, and claims history. Each row has a current-state field and a gap signal.

Who should use this review?

Forwarder account managers, commercial leads, and operations teams should use it with cargo-owning clients in Malaysia and Singapore during annual reviews, renewal preparation, route changes, and shipment value increases.

What standards does the review reference?

The review references Institute Cargo Clauses (A), (B), and (C) 1/1/09, Institute War Clauses (Cargo) CL385, Institute Strikes Clauses (Cargo) CL386, Incoterms 2020, and UCP 600 Article 28. Any coverage discussion is subject to policy terms and conditions.

Frequently asked questions

Is this a policy audit?

It is a front-line review template, not a legal or underwriting audit. It helps the forwarder identify when the client should involve a marine cargo specialist.

Can it be used for CIF and CIP shipments?

Yes. It prompts the reviewer to check the sales terms and the insured value, including the Incoterms 2020 treatment of CIF and CIP insurance obligations.

What happens after a red gap signal?

The forwarder should document the gap, send the client a clear advisory, and refer the client for standalone marine cargo placement where needed.

Download the template, complete it with each priority client, and refer unresolved gap signals before the next shipment moves.