Training guidance

Training materials exclusively available to the Lloyd’s Agency Network.

Our ambition is to ensure the Lloyd’s Agency Network remains the world’s leading marine service network, recognised for its knowledge, expertise and professionalism, without equal.

The marine industry never stands still. Methods of carriage, cargo handling and packaging continue to develop, while the needs and expectations of underwriters and other principals evolve alongside them. Maintaining the Network’s position at the forefront of the industry therefore requires a continued commitment to training, education and professional development.

To support this commitment, the following training materials are exclusively available to the Lloyd’s Agency Network.

Technical Aspects of Cargo Surveying and Basic Principles Marine Insurance.

This module covers fundamental principles and deals with the different types of survey a Lloyd’s Agent might be expected to undertake as well as providing a basic understanding of the principles of marine insurance insofar as they relate to cargo. It aims to help Agents understand what different types of principal require from a survey and why they require it. The education to be had from studying this module coupled with the experience gained 'on the job' will assist Agents in delivering a uniformly high standard of report to their principals.

Some Agents do not have the same opportunity as others to gain experience. This module is suitable both for new recruits coming into the industry and for experienced surveyors wishing to broaden their technical knowledge in specialist areas, such as reefer cargoes, of marine insurance.

The examination consists of 50 multiple choice questions with four possible answers per question and the candidate must choose the answer he or she feels is the correct one. There are also two long answer questions. The total combined pass mark for the multiple choice and long answer questions is set at 75%.

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Application and Examination Process

‍Study Materials

‍Technical Cargo Surveying Manual

Supplementary Materials

TCS Sample Questions

‍This module develops the skills of those Agents who adjust and/or settle claims or undertake recoveries against third parties.

It covers, in some depth, the main cargo clauses, the things generally covered by a cargo insurance and those that are generally excluded, where the insured transit begins and ends, the correct principles of adjusting a claim and dealing with extra charges, handling recoveries against sea, air and land carriers as well as the basic principles of general average and salvage.

This is a two hour examination, a theory paper and a practical paper together. The theory section consists of 20 multiple choice questions with four possible answers to each question and the candidate must choose the one answer he or she feels is the correct. The practical part consists of a number of exercises where candidates will be expected to calculate claims on insurance policies or allowances in general average from given sets of circumstances.The pass mark for this exam is 75%.

All Lloyd’s Agents and those Agents providing claims adjustments services are encouraged to read the C&R supplementary and study materials with a view of taking a robust examination to enhance their current skillset. If you have any queries please contact LAN@lloydslistintelligence.com

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Application and Examination Process

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Study Materials

C&R Manual

- revised September 2019

Supplementary Materials

Claims and Recoveries - Sample Questions

‍Webinars

Session 1 - Foundations of Cargo Insurance (recorded 23rd September 2026)

Session 2 - Cover Part 1 (recorded 21st October 2026)

Please see next tab for all the Clauses.

Study is completed by distance learning and candidates taking the examinations therefore need discipline, commitment, and consistent self-study.

To support candidates in their learning, the Lloyd's Agency Network offers a programme of live and recorded webinars covering both the Claims & Recoveries and Technical Cargo Surveying syllabuses. These sessions are designed to provide additional guidance, practical insights, and opportunities to learn from subject matter experts, while helping candidates prepare for their examinations.

In addition, the Lloyd's Agency Department periodically organises regional training seminars where Agents from a designated region are brought together for focused study, tuition, and examination preparation. However, the frequency of these events is limited and it is not possible to provide in-person training in every region on a regular basis.

Candidates should therefore view webinars and regional training seminars as valuable supplements to their studies rather than substitutes for distance learning. Success in the examinations remains dependent on individual study and engagement with the prescribed learning materials.

Training guidance

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