Document Management System

United Marine Underwriters has developed a user-friendly document management system. At its core, it provides easy access to insurance documents online. Additionally, it facilitates the collection of supplementary information, as and when required, for quoting, purchasing coverage, or maintaining a policy.

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Insurance Documents
Once insurance documents are generated, they are promptly uploaded to the system. You will then receive a notification email informing you of the successful upload.

Data Collection
The document system offers a versatile sharing feature. It generates a link that opens a web form for data collection. You complete the form, and the system will automatically email you for electronic signature. The link to the web form is conveniently included in our emailed quote, ensuring easy access. It's also available online at www.unitedmarine.net/retrievequote.

Where will the email regarding documents and signatures come from?
You can expect to receive it from UnitedMarine.net, your insurance agent (if applicable), and our electronic document provider, FormStack.  FormStack uses the email address of InsureSign@send.insuresign.com.

How to Open Documents?
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1. Go to www.UnitedMarine.net and select RetrieveQuote to log in. Once logged in, click any document Under the Documents column.
2. You can open a document using the link in the note section of our emailed quote.
To open a document, click a link in an email from UnitedMarine.net, your insurance agent, or our electronic document provider, FormStack.

How to sign a document electronically.
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1. Click the link in the email from UnitedMarine.net or our electronic document provider, FormStack.
2. Select Start at the top of the page.
3. Select Click to Sign and then select 'Next'.
4. Select Submit Document at the top of the page.
Agree to disclosure by selecting Submit Document.

FormStack will email you a signed copy. The signed Document will also be available using Online Access at www.unitedmarine.net/RetrieveQuote

How to print and sign.
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1. Click the link in the email from UnitedMarine.net or our electronic document provider FormStack.
2. On the bottom left, select the printer icon. Sign and return to service@unitedmarine.net or by fax at 502-222-0299 or PO Box 9, La Grange, KY 40031.

For Insurance Agents:
There are four options to provide your client access to the required documents for signature.
Client Access help video

1. Email a branded quote to your client. The signature document required will be in the indication notes. To email the quote to your client, log in to the Agency Portal, open the quote, and select Email Quote. Enter or update your client's email address (if necessary) and select Send. Any agency-agent-specific note will not be visible on the quote emailed to your client.

2. Have your client go to https://www.UnitedMarine.net/RetrieveQuote and open the Online Access page using the quote id. The required signature document(s) will be available under Documents. For example, if the document required is a BoatCare.pdf, your client will click on BoatCare.pdf.

3. You can click "copy link" under Documents from our emailed quote or the online quote using the Agency Portal and paste the link into an email with your message to the client.

You can open a signature document, complete the web form using the client or beneficial owner's email address, and select submit. Your client will receive an email from UnitedMarine.net or our service provider, FormStack. This email will include a link to open and sign the document electronically, or the client can select the print icon to print and sign.