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- Travel Insurance Platform
- Who it's for
- Travel agency programs
Travel agency programs
A travel agency program can organize policies by operating organization while keeping each traveler as a separate policyholder. The policy owner handles corrections and issue follow-up; Trip Review Specialist captures the destination, departure and carrier quote for the specific trip. Offer Reviewer makes the decision on the submitted version. When a traveler changes itinerary, the new details can be checked against the policy terms before issue proceeds.
How Travel Insurance Platform is set up for you
Program scope
Use organization codes and active policyholder records to avoid mixing customer groups.
Offer handoff
Link each trip review to its parent policy and show the reviewer the current quote and revision.
Receipt control
Keep premium payment events with their provider identifier and verification state under the policy.
Claims continuity
Retain the policy link on a claim so agency staff can direct questions to the accountable team.
A travel agency program can organize policies by operating organization while keeping each traveler as a separate policyholder. The policy owner handles corrections and issue follow-up; Trip Review Specialist captures the destination, departure and carrier quote for the specific trip. Offer Reviewer makes the decision on the submitted version. When a traveler changes itinerary, the new details can be checked against the policy terms before issue proceeds.
Choose one organization and a set of travelers with active policyholder records. Create a policy for a sample departure and add the coverage line most likely to matter to that itinerary. Trip Review Specialist enters the quote, submits the review and receives a reasoned decision. Policy Operations records carrier confirmation and a premium receipt only after the underlying events have been checked. This gives the agency a clear chain from traveler to issued policy.
Then simulate a destination change before issue. The team should update the trip review and obtain a quote appropriate to the revised trip. Agree who tells the traveler about the change and who waits for carrier confirmation. If a claim later arises, the agency can use the policy record number and claim number to route the question to Claims Specialist without relying on a copied itinerary as the only source of truth.
Features to start with
Organizations and policyholders
Keep the organization, policyholder and accountable policy owner together.
Policies and coverage
Keep policy dates, coverage lines and endorsements tied to the current revision.
Trip offers and review
Review a destination, departure and carrier quote against the linked policy.
Roles on the team
- Policy Operations
- Maintains policyholders, policies, coverage lines and endorsements for the organization.
- Trip Review Specialist
- Prepares trip details and carrier quotes for a policy-linked review.
- Offer Reviewer
- Decides submitted trip offers and records the reason against the policy revision.
Set up Travel Insurance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.