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- Travel Insurance Platform
- Get started
Get Travel Insurance Platform running in four steps.
Start with a controlled policy and claim rehearsal.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Travel Insurance Platform. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Travel Insurance Platform in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to configure Travel Insurance Platform for your business. Choose the first organization and the team members who will own policy terms, offer decisions, claims and administration. Give each person a sample case that matches the work they will handle.
Prepare the first operating cycle
Enter a policyholder and policy with effective dates and coverage lines. Add a trip review with a destination, departure date and carrier quote. Have Offer Reviewer decide on the submitted version and record a reason. Then capture carrier issue details and a premium receipt with its provider event identifier. Use a second sample policy to report a loss, authorize a benefit and check a claim payment.
Review before release
Rehearse a returned offer, a failed carrier operation, an unverified premium and a claim needing more evidence. Check that the people responsible can find those cases and that a second organization cannot be mistaken for the first. Confirm the source and owner for each carrier and payment event before the first live case.
Set up Travel Insurance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.