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All CollectionsGetting Started with TIS: A Step-by-Step Guide
Navigating Client Options for Travel Insurance Waiver
Navigating Client Options for Travel Insurance Waiver
Updated over 8 months ago

For clients, navigating through multiple options that might seem a bit confusing can be quite a challenge. To assist them in choosing the best option, a friendly and easy-to-understand rundown has been provided, outlining the differences between each choice.

  • If you're directing your customer to purchase travel insurance online via a link you have provided, provide them with the form "via link."

  • If you've sent your client the insurance quote, collect their credit card, and pay the insurance company using their credit card, provide them "via credit card" form.

  • If they opt to make the purchase independently, they select "no".


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