Check Ride Certification

Insurance Underwriter’s Evaluation & Captain’s Sign Off

Evaluation and/or training requested by the boat/yacht owner’s insurance company.

Experienced yachters with new policies and new boat owners are often required to have a USCG-licensed captain sign off on the yacht owner’s vessel familiarity and operation before the new boat insurance policy goes into effect.

CaptainErik.com can assess the boat owner’s familiarity and operating capabilities. If necessary, we provide training for new owners to ensure they are safe and proficient, meeting the requirements for their insurance companies.

If you’ve recently purchased a new boat, your insurance company may mandate an experienced professional captain to accompany you on the voyage from the point of purchase to the yacht’s new home port. CaptainErik.com is helmed by a USCG-licensed master.

CaptainErik.com will evaluate whether the boat owner has a basic understanding of navigation and can safely operate the vessel at sea, in a channel, and during close-quarter maneuvers like docking. The new owner should possess fundamental knowledge of the vessel’s systems operation, maintenance, and simple repairs, as well as awareness of the location and use of the vessel’s required safety equipment.

If the owner demonstrates the ability to safely operate the vessel, this evaluation can be straightforward with a sign-off. Training is available for those who are unfamiliar with the vessel and its systems.

Insurance Underwriters Evaluation PDF

Whenever you own or operate a vessel you are a captain an engineer and a deckhand. Our training includes:

Engine Room Knowledge

  • Location of raw water thru hull valves
  • Sea Strainers, maintenance
  • Raw water pump location
  • Freshwater & Coolant Recovery
  • Oil, Dip Stick, and Fill Location
  • Fuel Filters: Location, Racors & Primaries
    • Can Change a Racor Filter
    • Can change a primary fuel filter
    • Are spare filters on board? location
  • Fuel Manifold: Location & Distribution
  • Batteries: Location & Distribution
  • Bilge pumps: Location
  • Generator
  • Oil dipstick location
  • Coolant location

Electrical Panel

  • Switching from Shore Power to Generator
  • Breaker Discussion (Narrative)

Safety Equipment

  • Life Jackets, type, location, and quantity
  • Flare kit, location, & expiration dates
  • Fire extinguishers, location, and quantity

VHF Radio

  • Understand Operation:
    • Mayday
    • Call for assistance
    • Weather checks

Rules of the Road

  • Lights
  • Right of way
  • Whistle signals
    • Backing
    • Getting Underway
    • Danger

Navigation Charts & Equipment

  • Paper and electronic charts on board for the local area
  • Read Latitude and Longitude
  • Understand Channel Markers
  • Rader: (use & understanding)
  • GPS: (use & understanding)
  • SSB (channel selection and use)

Boat Handling

  • Getting underway
  • Backing Down
  • Wind Problems
  • Anchoring
  • Storm Anchoring
  • Twin Prop use
  • Bow Thruster Use If equipped
  • Heavy Weather Techniques
  • Emergency Procedures
  • Man Overboard
  • Securing vessel in slip or at Dock
  • Running at Night
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