Connect customers and their supply-chain partners with an insurance broker. Request cargo or business insurance support, compare insurer terms and keep policy documents together.
A focused broker workspace
Manage risk enquiries, insurer quotations, policy certificates, renewal requests and claims documentation. Collaborators see only cases explicitly shared with them; operational freight and customs work stays with the responsible provider.
Service bundles and transparent fees
Publish cargo placement, business insurance review or claims support bundles with fee basis, service scope, insurer panel, exclusions and disclosures. Broker service fees are separate from insurer premiums and taxes.
When does cover start?
An enquiry or accepted quote is not evidence of cover. The broker records confirmed cover after insurer acceptance and a policy certificate. Claims decisions remain with the insurer.
Wharvex helps insurance brokers organise information and connect requirements with the relevant records and participants. Start with a defined workflow and the information your team needs to make decisions. Public discovery and workspace functions support coordination; the parties still need a clear operational agreement.
Prepare the working brief
Capture the requested scope, cargo description, values, route and relevant supporting information. Identify missing information before the next stage starts. Agree who can approve changes and how the current version will be communicated to everyone responsible for the work.
Prepare the working brief
Capture the requested scope, cargo description, values, route and relevant supporting information. Identify missing information before the next stage starts. Agree who can approve changes and how the current version will be communicated to everyone responsible for the work.
Keep the records connected
Use consistent references for enquiries, provider communication and documents associated with the requirement. Separate assumptions from confirmed facts and retain supporting documents in the appropriate workspace. This makes it easier to answer questions and reduces the risk of different participants using different versions.
Keep the records connected
Use consistent references for enquiries, provider communication and documents associated with the requirement. Separate assumptions from confirmed facts and retain supporting documents in the appropriate workspace. This makes it easier to answer questions and reduces the risk of different participants using different versions.
Review the decision and handover
Before proceeding, confirm the agreed cover and conditions through the appropriate qualified provider. Check the commercial scope, timing and unresolved questions with the parties involved. A software status is useful for coordination but should reflect an actual agreed decision or completed action.
Review the decision and handover
Before proceeding, confirm the agreed cover and conditions through the appropriate qualified provider. Check the commercial scope, timing and unresolved questions with the parties involved. A software status is useful for coordination but should reflect an actual agreed decision or completed action.
Questions before you proceed
How can I get a useful quote?
Describe the product or service, origin and destination, quantities, dimensions, timing and any special handling. Include the assumptions behind your estimate so providers can respond on a comparable basis.
What should I confirm before proceeding?
Ask the selected provider to confirm the scope, currency, exclusions, validity, required documents and next steps in writing. A published listing or planning estimate is not a confirmed booking or purchase order.