Traveller Experience with Insurance Cross-sell
If your traveller’s Trip does not include an insurance, our cross-sell functionality will allow your traveller to add insurance to their Trip by requesting a quote from you, their travel advisor.
Your traveller will open the Web View of the Trip from the Trip email they receive by clicking View Your Trip.
At the top of the itinerary, travellers will see a suggestion to protect their trip with insurance.
If the traveller doesn’t wish to add insurance, they can click No Thanks.
- Once No Thanks is clicked, the Insurance Cross-sell segment will not reappear.
If the traveller does wish to add insurance, they can click the Send Me A Quote button.
Once the traveller has requested insurance, the suggestion box will disappear, and they will receive a success message letting them know you (their Travel Advisor) have been notified and that you will reach out to them.
You (the Travel Advisor) will receive an email alerting you that your client wants a quote to purchase insurance.
You can contact them to purchase insurance and add an insurance segment to their Trip with all the details.
Register for a Webinar
Related Articles
Agent Experience with Insurance Cross-sell
Our Trip Analysis functionality reviews your trip for missing components and ways for you to upsell throughout the proposal and trip-building process. Insurance is the first cross-sell component that is now available. Insurance Quote Request is only ...Adding Insurance
Travel Insurance policy information can be added to an itinerary using the Insurance segment template. Click the Add icon in the bottom-right corner of your screen and select Insurance. Enter your Provider, Policy #, and other details. If you prefer ...Managing Travellers (Add, Remove, Trip Email Log)
Travellers can interact with their trip on the web view and through the mobile app. To provide access to your traveller, they must be added as a traveller within the Travellers section of the itinerary. Sections in this article: Adding a Traveller ...Displaying Segments after the Cross Date Line Flight
Itineraries that include a flight that crosses the International Date Line will display segments out of order within Trip Publisher as segments are displayed chronologically by date and time. This can be easily adjusted using the date line checkbox ...Adding File Attachments to Trips
If you have Word documents or PDFs such as vouchers or insurance certificates you need to share with your Travellers, uploading them as file attachments will allow your Travellers to easily access them during their Trip. 1. Click Documents, then ...