1. Issue Insurance Policy
Marine Policy or Transit
In the beginning of each
year which explains the
contract with insurance co.
Planner must prepare
documents and send to ..
Mr. Tony must prepare
Excel file and send twice a
week to ..
Olfat & Bayan must send
twice a week to Trust co.
and chase the insurance
certificate
Thecertificatemaytaketwoweektobeready,butoncethe
insurancerequestissenttoTrustco.,theshipmentcanbe
consideredinsured
Insuring new shipments
Invoice Value is more
than 2,000 SAR
Starting with
damage or shortage
happens
Incoterms
is CIF
Yes
No
Raising claim to supplier by Planner and
accounts.
1. Get pictures from all sides at the
warehouse from warehouse
manager.
2. Send First Notice Claim to the courier
or shipping agent.
3. Get DGR report from warehouse.
13. Get typed technical report.
4. Others may be needed for each case
Do not raise claim and record it as loss.
Claim Value is
less than 2,000
Yes
No
Transit
shipment
Yes
No
1. Get claim request from
concerned person i.e.
warehouse manager.
2. Get pictures from all sides
at the sites from seller and
engineer.
3. Notify Trust Co.
immediately.
4. Send First Notice Claim to
the courier or shipping
agent.
5. Get DGR report from
warehouse.
6. Get the documents from
the concerned persons i.e.
invoice, delivery note,
delivery sheet, supplier
invoice, waybill, and
others.
7. Prepare Claim statement.
8. Prepare Claim Form.
9. Get typed technical report.
10.Get maintenance invoice- if
it can be repaired –
11.Others may be needed for
each case …
1. Get claim request from concerned
person i.e. Planner.
2. Get pictures from all sides at the
port or at warehouse from
warehouse manager.
3. Notify Trust Co. immediately.
4. Send First Notice Claim to the
courier or shipping agent.
5. Get DGR report from warehouse.
6. Get copy of insurance certificate
or insurance request from Bayan
or Olfat.
7. Get the documents from the
concerned persons i.e. invoice,
Collection note, Packing List,
Delivery order, waybill, and
others.
8. Prepare Claim statement.
9. Prepare Claim Form.
10.Get typed technical report.
11.Get maintenance invoice- if it can
be repaired –
12.Others may be needed for each
case …
Each claim has its own story, so we
have to get knowledge about the
full story to define the best for the
claim
Mr. Mohammad
Abdulwahab is taking care
of EXW, FOB and Transit
Claims, so please
coordinate with him for
any future claims.
Caution
Carelessness and
negligence on our part
may cause rejection to
claim..
Caution
Be sure that you insure your shipment
before it moves from origin
Caution
ForanyClaim,thePicturesareveryimportantalongwith
anyevidencelikeaccidentreport….etc.
2,000 SAR for each
supplier’s invoice
It means that
shipment has been
insured by SPS.
1 2
1
2
..Draft..