Questions, answered

Click Get started, then use Proto to configure Travel Insurance Platform for your business. Pilot one organization, a small policyholder group, a carrier offer review and a claim decision before widening the operating scope.

Offer Reviewer examines the submitted trip review and records an approve, reject or return decision with a reason and the policy revision considered.

The trip coverage review holds destination, departure date, premium and carrier quote under its parent policy.

Policy Operations adds coverage lines to the policy with a code and, where applicable, a limit, deductible, exclusion and effective range. Later changes can be retained as endorsements.

The policy records its issue date, carrier policy identifier and status after carrier confirmation. The team should check the carrier result against the policy terms.

A premium receipt links the received amount, date and provider event identifier to the policy. Policy Operations verifies the event against the payment provider before marking the receipt Yes.

Claims Specialist records the loss and evidence under the policy, checks the applicable terms and sends the case to Claims Authorizer. The authorizer records the decision, reason and approved benefit amount.

Yes. The payment record links to both the claim and the claim decision and retains the paid amount, date, provider event identifier and verification state.

Admin reviews the operation receipt’s action, key, expected revision and failure reason. The team resolves the result before treating the operation as complete.

Assign policy, offer, claims and administration responsibilities, then rehearse who can prepare records, decide on them and verify external events. Check organization scope with a sample case.