Dear Lloyd's Agent,
The 2026 annual Agency Portal review is now open. Please review, update and certify your appointment information by 30 November 2026.
Action required
Please review all information held within the Details, Operational Activities and Staff tabs, including:
• Contact and appointment details.
• Shareholder information
• Survey numbers and operational activities.
• Skillsets and areas of expertise, which are now managed at appointment level.
• Company Directors, ensuring they are ALL listed in the Staff tab and marked as Director.
• Staff details, ensuring full legal names are recorded.
• Staff who have left the business, who should be marked as Gone Away.
Before making changes, please Unlock the record. Once your updates have been completed and reviewed, please Lock the record again.
Only the Appointment Manager (Main Contact) should certify the information, and certification should only be completed once all updates have been finalised.
Review status indicators
• Amber – The review window is open and updates are required.
• Green – Your updates have been completed, certified and approved by the Lloyd's Agency Network Management Team.
• Red – The review deadline has been missed and immediate action is required.
Important Update: Agency Portal Training Modules
Please be advised that, within the Details tab of the new Agency Portal, you will now be able to view which key staff members have:
• Taken or not taken Technical Cargo Surveying (TCS) Module 2
• Passed or failed Technical Cargo Surveying (TCS) Module 2
• Taken or not taken Claims & Recoveries (C&R) Module 3
• Passed or failed Claims & Recoveries (C&R) Module 3
Please note that the following training courses and examinations have now been retired and removed from the Agency Portal and will no longer be displayed:
• LLI E-Module Tutorial
• Lloyd's Standards & Values E-Module 1
• CCSP1 (Certificate of Cargo Surveying Proficiency 1)
• CCSP2 (Certificate of Cargo Surveying Proficiency 2)
This change is intended to simplify the training information displayed within the Portal and focus on the current training modules relevant to Lloyd's Agents and their staff
If you require assistance, please contact LAN@lloydslistintelligence.com.
Thank you for your support and cooperation in completing this exercise by 30 November 2026.
