Go to the shipment tab, navigate to "Query/List", in the search criteria form enter any information known about the certificate you are trying to find and click search. A list of results matching the criteria entered will appear, select the appropriate certificate.
Click on the Forgot Your Password link on the Login Page. You will be prompted to enter your User ID and Email Address. Once submitted, the system will send you an email which will contain a secure password link which you can select to create a new password.
Your certificate went into referral because the information entered was beyond the confines of your policy and as such has to be reviewed by a Marsh Specialty CargoCover team member before it is released. If you need the certificate urgently you can contact the Marsh Specialty CargoCover team by email or phone during regular business hours (EST) to find out if they can speed up the release.
Once you have retrieved your certificate from the Query List, click on the Change button at the bottom of the shipment screen. If you have the rights you may be able to directly edit certain shipment fields and Confirm your Change. Otherwise, you will be prompted to type in your change request details and Submit the request to the Marsh Specialty CargoCover team.
Go to Shipments > Certificates/Quotes and enter your shipment details.
Click on the Verify Coverage button at the bottom of the page. The premium and rate will display on screen. Click on the Save Template button to keep your request on the system for future use. Once you are ready to bind the coverage you can resubmit the shipment using the template you have saved. To issue a certificate, click on the Confirm Booking button. The quote request will then be converted into a booked and confirmed certificate.
Please refer to the Shipment User Guide found in the Ref. Library / CargoCover Library for more detailed instructions.
Invoices are located in the Billing/Invoice Report tab. You can retrieve an invoice using the Search function in the Invoice Report, either by Invoice Number, Invoice Issue Date, Invoiced Amount or Outstanding Amount.
Please refer to the Billing User Guide found in the Ref. Library / CargoCover Library for more detailed instructions.
If you are the Primary User in your company you will have the ability to manage employee access for your organization. To access your employee list click on Company/Employee in the Tools tab and then click on the Search button. Select Navigate To: Employees from the drop down menu. A list of your company employees will appear; you can select an employee name and modify their profile, or click on the Create button to add a new user to the system.
Please refer to the User Permissions User Guide found in the Ref. Library / CargoCover Library for more detailed instructions.
