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Follow this guide on how to handle requests for insurance quotations.
For US/CA stores, we do not sell insurance directly. Instead however we recommend Allianz Travel Insurance as they are a global brand providing the ultimate protection, you can find a link to their website HERE.
Insurance quotes at this time are only applicable for AU and NZ store customers which can be requested following the process below:
PROCESS
UPDATE THE DEAL PROPERTY:
Change the "Insurance Interest" field to "YES" in the Deal page.
AUTOMATIC STATUS UPDATE:
The Insurance Status will automatically update to "Awaiting Quote."
A task will be created for the Sales Team once the tour has been confirmed in Perseus.
NOTE:
Where the customer selects they have proceeded with NIB insurance policy - they will not receive any of the insurance reminder emails.
If a customer purchases insurance with us, it makes sense that we should add this record on their behalf. This helps to streamline their experience, and avoids asking them to provide details that we already have.
WHY AND WHEN DO I NEED TO ADD MY CUSTOMER'S INSURANCE DETAILS FOR THEM?
WHEN TO ADD INSURANCE DETAILS
Only add insurance details if the customer is purchasing NIB insurance through us.
WHY ADD INSURANCE DETAILS
Ensures a smoother experience for the customer.
Saves the customer from manually entering their policy details.
HOW TO ADD INSURANCE DETAILS TO THE CUSTOMER'S BOOKING
How to add the customer's insurance details to their booking HERE
Keywords: travel insurance enquiry, insurance task, sales insurance follow-up, insurance quote request, customer insurance help
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