We have recently made some changes to the Traveller and Agent Interface to allow for External Insurance providers to offer travel insurance to Travelers. Please see the steps below to get started with an External Insurance Provider.
Create External Insurance Catalog & Inventory
Create a new Insurance Catalog
Coverage Type is
Fill out the
External Purchase URL with the url to the External Insurance Provider's website
Add a Trip Page, Booking Form and My Profile Description to the catalog that informs Travellers that they will be able to purchase insurance after booking when selecting this insurance option
Then create an Insurance Inventory and ensure that the
Allow Purchase field is set to
Add the External Insurance Catalog to the Insurance segment using the current process. For more details on creating Insurance Inventories, please click here.
When creating the segment, ensure that your Policy Number is
Once the Inventory is complete, add it to your Trip Record.
During the Booking process, Travellers will be able to select the External Insurance Option during the Insurance Step of the booking flow.
After the traveller has completed the booking form, please direct them to click on the My Profile tab (located on the top right corner of their booking, under their name).
Once they click on My Profile, a Pop Up will appear to prompt them to add the External Insurance. This pop up will have two buttons, one saying
“Add Now” and one saying
“I have already purchased Insurance”. The
Add Now (or
Go to *Insurance Provider*) button will take the traveller to the External Insurance providers website in a new tab (this is the URL that was added to the
External Purchase URL field of the Insurance catalog).
“I have already purchased Insurance” button will allow travellers to input their purchased policy number (this will save on a travellers booking which can be seen in the Agent Interface). Once this field is filled out the pop up will no longer show up on a travellers profile.
If a traveller makes a mistake inputting their policy number this can be changed through the Agent Interface. To edit, please click the edit button on the Overview Module of the booking record. Then you may enter or edit the
Insurance Policy Number field.