Operational instructions & guidance
Guidelines, survey templates, Lloyd’s Agency platforms and more…
The Committee of Lloyd’s established the Lloyd’s Agency Network in 1811 to protect the interests of Lloyd’s underwriters. Since then, the mandate has broadened and the network now supports the global marine insurance industry and its customers. The Lloyd’s Agency Network provides 24-hour, year-round independent marine surveying and claims adjusting services. With over +235 Lloyd’s Agents covering all major ports and commercial centres around the world, the Lloyd’s Agency Network forms the world’s most extensive marine surveying and adjusting network.
In 2026 the management of the Lloyd’s Agency Network transferred from the Corporation of Lloyd’s to Lloyd’s List Intelligence (LLI). LLI is a major authority in maritime intelligence, combining proprietary data, advanced analytics, and human verification to support global shipping, trade, compliance, and risk management. The Lloyd’s Agency Network provides LLI with access to 235+ professional organisations in 170+ countries, adding an additional layer of human expertise and validation.
A Lloyd's Agent is an independent business and holds an appointment in recognition of their expertise in marine surveying and marine claims adjusting services. Lloyd’s Agents are appointed subject to a Lloyd’s Agency Service Level Agreement (SLA) and each Lloyd’s Agent is appointed to represent the network within a specified territory. Lloyd’s Agents also plays a significant role in supporting LLI with the hosting of (proprietary) terrestrial AIS and the provision of casualty reports.
The Lloyd’s Agency Portal provides Lloyd’s Agents with secure access to view, manage and update their own company, staff and operational information, while providing LLI with a central source of accurate information to help manage and promote the Lloyd’s Agency Network. As part of the annual Agency Portal review and certification exercise, Agents are required to review their information carefully, make any necessary updates and confirm that the information held remains complete and accurate.
It is important that Agents continue to take ownership of their information throughout the year and keep it up to date, as the data also feeds the online Lloyd’s Agency Directory and regular contact information shared with clients across the global insurance market.
Please see detailed guidance notes on how to access the Agency Portal and navigate around it here.
Please ensure that you comply with the following Lloyd’s Agency branding guidelines.
Since the first Lloyd’s Agents were appointed in 1811, local maritime intelligence has been at the heart of the network. Today, alongside their marine surveying activities, Lloyd’s Agents continue to provide LLI with valuable on the ground local intelligence on vessel movements, casualties and incidents, port developments and other local maritime activity which supports the Lloyd’s and London marine insurance market and international marine insurance market.
This local knowledge (human expertise), together with the networks support for LLI’s terrestrial AIS network, provides LLI with an important and unique source of maritime information from locations around the world. The continued engagement of Lloyd’s Agents therefore plays a valuable role in strengthening LLI’s data and intelligence capabilities and demonstrates how the relationship between LLI and the Lloyd’s Agency Network extends well beyond surveying.
David Lawrence
Head of Lloyd’s Agency Network
Email: David.Lawrence@lloydslistntelligence.com
Tel.no. +44 (0)7957 685067
Quentin Byerley
Senior Operations Advisor
Email: Quentin.Byerley@lloydslistintelligence.com
Tel.no. +44 (0)7443 261307
Kaylie Gardner
Senior Technical Advisor
Email: Kaylie.Gardner@lloydslistintelligence.com
Tel.no. +44 (0)7443 261561
General email: LAN@lloydslistintelligence.com
LAN Fee Assist
Free fee collection support, available exclusively to Lloyd’s Agents.
LAN Fee Assist provides two routes of support for Lloyd’s Agents experiencing difficulties with the collection of survey fees.
- General Insurance Policies
Support with overdue invoices
If a fee invoice has been outstanding for more than 90 days, the LAN Management Team can assist with chasing payment on your behalf.
Please email LAN@lloydslistintelligence.com and include, where available:
- A copy of the outstanding invoice
- The original instructions
- Your most recent request for payment
- A copy of the insurance certificate
- Lloyd’s & London Market Policies
Specialist collection service through Unique Insurance Solutions.
For survey fees relating to Lloyd’s or London Market business, Lloyd’s Agents can use the specialist collection service provided by Unique Insurance Solutions at no cost to the Agent.
This applies where:
- A London Broker appoints the Lloyd’s Agent on behalf of a London Underwriter and advises that the Agent is responsible for collecting the survey fee; or
- The Broker or Underwriter advises that the survey fee should be collected through Unique Insurance Solutions.
How to use the service
- When instructed, send the Market Details Request form to the instructing party for completion.
- Once the assignment is complete, address your invoice to “Underwriters C/o Unique Insurance Solutions Limited”.
- Send the invoice, completed Market Details form and Letter of Authority to Unique.
- Unique will handle the collection and, once payment is received, the funds will be sent directly to the Lloyd’s Agent.
Unique contact:
Kevin Dean
Email: kevin.dean@uniqueinsure.co.uk
Direct: +44 (0) 1245 963762
Office: +44 (0) 1245 283578
There is no cost to the Lloyd’s Agent for using this service.
If you are unsure which collection route applies, or experience any difficulties, please contact the LAN Management Team at LAN@lloydslistintelligence.com.
[PDF] Lloyd's Agents Scale of Fees (2023)
Templates and guidance notes on the Lloyd's standard forms and schedules available to download.
Standard Survey Report (Goods)
[DOC] A4 format
[DOC] Letter format
Short Form Survey Report (Goods)
[DOC] A4 format
[DOC] Letter format
No Survey Information Form
[DOC] A4 format
[DOC] Letter format
Appointment of Sub-Contracted Surveyor by a Lloyd's Agent
[DOC] A4 format
[DOC] Letter format
Pre-Shipment Survey Report (Goods)
[DOC] A4 format
[DOC] Letter format
[PDF] Supporting Guidance Notes
Warehouse Inspection Report (Template)
This form is to be used as a guide only. Please check with the instructing party at the time of receiving instructions ask to a whether they have their own template to be used or if this Template Form will be acceptable.
[DOC] A4 format
[DOC] Letter format
[DOC] Enhanced Warehouse Inspection Form (A4 format)
[DOC] Enhanced Warehouse Template (Letter format)
Provisional Advice of Claims/Survey Request Guidance Notes
[DOC] English version
Lodging a Claims Against a Third Party/Invitation to Attend for Joint Survey Guidance Notes
[DOC] English version
[DOC] Indemnity for Missing Documents Guidance Notes
[DOC] Invoicing Guidance Notes
Subrogation Form
[DOC] A4 format
[DOC] Letter format
Major Incident Templates
[DOC] First Notice of Major Incident (A4 format)
[DOC] First Notice of Major Incident (Letter format)
[DOC] Major Incident Update (A4 format)
[DOC] Major Incident Update (Letter format)
Lloyd's Agency Hull and Machinery
[DOC] Lloyd's Agency Hull Machinery template A4 format
Lloyd's Fine Art and Specie
[DOC] Fine art and specie
Pharmaceutical Template Report
Lloyd’s Agents shall use reasonable care, skill and due diligence to perform all services in aprofessional and efficient manner in accordance with good surveying practiceand all applicable laws and regulations. Lloyd’s Agents are also expected to meet and perform to approved service levels (unless otherwise specifically agreed with the party that appoints them), as outlined in the following document - Expected Service Levels.
Conflicts of Interest
It is the nature of the profession that you are likely to find yourself from time to time in a position where you have a conflict / potential conflict of interest.
The following are examples of potential conflicts you may have when being asked to carry out an instruction:
- you or a member of your staff has a close personal relationship with the subject-matter of the instruction or one or more of the parties involved
- you have a financial interest in the subject-matter of the instruction or in an organisation that is closely connected to it
- your company or a company associated with you has been involved in some way in the incident, perhaps as carriers or as agents of the carrier
- you have already been instructed to represent one party in an incident and are requested by another party with a conflicting interest to represent them also
This list is not exhaustive. You should always be aware of the potential for conflicts and deal with them honestly and professionally. Failure to do so could compromise your Agency appointment or even result in legal action being taken against you if one of your principals considers your failure to divulge a conflict of interest has adversely prejudiced their position.
The most common conflict you are likely to face is where you are asked by the cargo insurer to carry out a survey on their behalf and are then asked by the ship owner’s liability insurer (usually a P&I Club) to survey the same cargo on their behalf. The cargo insurer, based on information you provide in your survey report, is likely to instigate recovery proceedings against the P&I Club. If you represent the P&I Club too, you clearly have a potential conflict.
If this situation arises you must immediately inform all principals concerned in the incident of your potential conflict and seek their instructions. In the above example, it may be that both the cargo insurer and the P & I Club are happy for you to proceed with both instructions.
If that is the case, you must still bear in mind that you owe separate duties of confidentiality to each principal and you should use, if possible, separate surveyors for each instruction, ensuring there is minimal discussion between them, other than the normal discussions that would take place between the respective surveyors in such an incident if they were from unconnected companies.
The rule is simple; be completely open, honest and transparent with your principals, seek their guidance and act accordingly.
Duty of Confidentiality
You have at all times a duty of confidentiality to your principal. This means that you should not divulge to any other party, without your principal’s express permission, any information which is confidential to your principal. This is why it is important that you establish at the time of receiving an instruction exactly who your principal is. It is also means that you should be cautious in revealing information to brokers, without first communicating with your principal, in cases where there could possibly be contentious issues. This applies to any confidential information you may possess about a particular principal and not just that on any particular cases you are dealing with at the time.
Confidentiality is only one area of professional ethics. As a Lloyd’s Agent you are expected to be honest and professional at all times. Any dishonest or seriously unprofessional act by you is likely to result in the immediate termination of your appointment. It could also result in legal action being taken against you by any party who has been prejudiced by your action.