Inland Marine Field Module

Inland Marine — Mobile Property & Transit Inspection Worksheet

Follow the property: identify its owner and custodian, verify equipment and value sources, document movement and storage, and record supported loss exposures. This field survey does not determine insurance coverage.

Field method — four practical questions

What property am I looking at? What identifiers or controls help me recognize it? Which photos or records support the report? What can I accurately state, including any uncertainty? Never imply an observed item is automatically insured.

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Assignment / Operations / Property Interest

Risk / DBA / Contact / Title

Business Address / Phone / Website

Survey Date / Loss Control Professional

Established / Years at This Location

Operations — Onsite and Offsite Activities

License / Certification Type and # (If Applicable)

Requested Inland Marine Exposure / Property Type

Who Owns, Uses and Has Custody of the Property?

Specialty / Customer Property or Other Operations

Underwriting Focus — Property interest

Identify the property, owner, current custodian and next handler. Separate owned equipment, rented/borrowed items, installation materials and customers’ goods. Do not infer policy coverage from the presence of property.

Property Identity / Values / Schedule

Item Types / Equipment / Make / Model

Quantity / Serial Nos. / Asset IDs (Or Schedule Ref.)

Estimated Value Per Piece / Pallet / Container ($)

Highest Single-Item Value ($) / Source

Typical Value at This Location and Time ($)

Maximum / Peak Accumulation ($) — Place & Time

Inventory / Equipment Schedule Verified? Source / Date

Rented / Leased / Borrowed Equipment — Type / Value

Installation / Builders Risk — Jobsite, Materials & Stage

Property / Values Notes — Observed vs. Reported

Underwriting Focus — Values & accumulation

Record value basis, source, location and date/time. A list value, invoice price and reported current value are not interchangeable. Avoid adding goods twice when they move from storage to a truck. Ask underwriting to reconcile uncertain schedules.

Transit / Loading / Handoffs

How Often / How Far Is Property Moved or Received?

Routes / Origins / Destinations / Stops

Transport By — Insured / Hired Carrier / Customer

Vehicle / Trailer / Handling Equipment Used

Packaging, Tie-downs and Transit Protection

Loading / Unloading Controls / Trained Operators

Carrier / Rental / Transport Contracts or COIs

Handoffs — Pickup Verification / Receipts / Logs

Transit / Handling Notes and Visible Concerns

Underwriting Focus — Movement & handoffs

Follow a representative shipment from pickup through delivery. Photograph visible damage or a worn restraint, but do not certify load securement, equipment capacity or driver compliance. Confirm handoff authorization and note what was not observed.

Storage / Security / Damage Prevention

Storage Locations — Owned Site / Jobsite / Offsite

Storage Type — Building / Yard / Trailer / Temporary

Access Controls — Fencing / Gates / Locks / Keys

Theft Controls — Lighting / Alarm / CCTV / GPS

Property Inventory / Serial Record / Condition Logs

Fire / Water / Weather / Moisture / Fragility Protection

Rented / Customer Property — Return / Custody Controls

Storage and Damage Prevention Notes

Underwriting Focus — Loss prevention

Compare actual overnight or temporary storage with the value present. Look for unauthorized access, poor packaging, water leaks, outdoor exposure and missing identity records. Distinguish planned controls from verified controls.

Loss History / Documentation / Follow-Up

Losses Past 3 Years — Theft / Damage / Transit (Details)

Photographs / Equipment Schedule / Receipts Available?

Not Observed / Records Unavailable / Access Restrictions

Other Field Notes / Information to Obtain

Narrative Insert

Edit the narrative below. Replace placeholders with verified details and remove statements that do not apply.

The risk, ____, operates ____ from ____ and has been established for ____ years (at this location ____). Surveyed movable or specialty property consists of ____, owned by ____ and used or held by ____. The property schedule / serial identifiers were ____ (source ____); estimated values are on a ____ basis. At ____ (location, date/time), the estimated property accumulation was $____; the reported peak is $____ at ____. Property moves ____ by ____ between ____ and ____. Packaging, handling, loading and release procedures include ____. Rented, borrowed, customer-owned or installation property exposures include ____. Property is stored ____ with security ____ and fire, water and weather controls ____. Reported losses over the past three years consist of ____. Relevant observations include ____; the following records or areas were not independently verified: ____.