Trip offer review

Step by step

1. Identify the policy Trip Review Specialist

   Trip Review Specialist selects the policy for the right organization and policyholder. Check the owner, effective date and current revision before preparing a trip offer.

   • Select the correct parent and current revision
   • Updates Policies, Policyholders, Organizations

2. Prepare the trip Trip Review Specialist

   Record destination, departure date, quoted premium and carrier quote on the trip review. Compare the travel details with the policy coverage and its effective terms.

   • Record trip and carrier terms for comparison
   • Updates Trip coverage reviews, Policy coverages

3. Submit the review Trip Review Specialist

   Move the trip review from Draft to Submitted once the current quote and revision are ready for a decision. The reviewer should see which policy and version the submission concerns.

   • Move Status from Draft to Submitted
   • Updates Trip coverage reviews

4. Decide the offer Offer Reviewer

   Offer Reviewer checks the submitted details and records an approval, rejection or return with a reason and source revision. An approval is the reviewer's decision on that submitted version, not a general approval of later changes.

   • Record Decision, Reason and source revision; check the review before changing its status
   • Updates Review decisions, Trip coverage reviews, Policies
   ApprovalA person approves before the work moves on.

5. Resolve the result Trip Review Specialist

   Trip Review Specialist corrects a returned offer or Policy Operations continues an approved offer toward carrier confirmation. Failed or unresolved operation receipts go to Admin for follow-up.

   • Investigate result or prepare corrected submission
   • Updates Operation receipts, Trip coverage reviews

Trip Review Specialist

Prepares and submits; Offer Reviewer decides; Policy Operations maintains the parent policy; Admin investigates operation results.