Get Fact Find Form

The Fact Find Form is a crucial document for cargo insurance that helps gather essential information from users. This guide provides clear and detailed instructions on how to fill out this form online effectively.

Follow the steps to complete the Form accurately.

1. Click the ‘Get Form’ button to access the Fact Find Form and open it for editing.
2. Begin by entering the agent's name and code in the designated fields. This helps identify who is filling out the form.
3. Fill in the mobile or office phone number, along with the email address for communication purposes.
4. Provide the date of completion for the form at the specified section.
5. Input the name of the insured party in the next field to ensure proper identification.
6. Enter the company registration number, which is critical for identifying the business entity.
7. Include the full address of the insured. Ensure this is accurate for policy and claim correspondence.
8. Indicate the establishment date of the company to provide context about its operational history.
9. Describe the goods to be insured in detail, covering all necessary specifics.
10. Select the type of conveyance used for transport, whether by sea, air, or land.
11. State the types of packing used for the goods, such as bags or containers.
12. Identify the countries from which the goods will be imported in the voyage section.
13. List the countries where the goods will be exported to, ensuring clarity on the logistics.
14. Provide the maximum value of goods to be shipped per conveyance to set insurance limits.
15. Detail the minimum value of goods per conveyance, important for risk assessment.
16. Estimate the annual turnover to provide financial context related to the goods.
17. Specify the type of vessels used in transport, listing out relevant details.
18. Indicate if there has been any shipment by barge tow by tug, answering yes or no.
19. Outline claims from the past three years, including dates, nature of claims, amounts paid, and outstanding amounts.
20. Note if any previous insurance companies have declined to provide a quote for the shipment.
21. Indicate the current cargo insurance premium rate to provide a benchmark for the insurer.
22. Describe the insurance terms provided by the current insurer for full transparency.
23. Once all sections are completed, save your changes and finalize the document by downloading, printing, or sharing it via email.

Complete and submit your Fact Find Form online today for efficient cargo insurance processing.