Insurance Declination Notification | Tern Feature Requests

Insurance Declination Notification

planned

Carmine Cuckoo

We need to be notified via email when a client makes an insurance selection.

In addition, would be very beneficial for that form to convert to a PDF like the payment authorizations do so we have clear documentation when a client declines insurance.

January 7, 2025

Molly Johnson

Merged in a post:

Email notifications when insurance is declined

Carmine Cuckoo

Can we be notified via email if a client declines our insurance options?

August 7, 2025

Molly Johnson

marked this post as

planned

Broad Octopus

Absolutely need this! We should not need to be digging around to see if it was approved or declined

Imperial red Seahorse

It is necessary to have 'proof' when a client declines travel insurance.

Acid green Tortoise

We definitely need to be notified via email when a client makes an insurance selection - this is a necessity.

Burnt sienna Lynx

TOTALLY agree! I overlooked a client's decision and didn't book it in time. I would also like for the itinerary to have a tab for Insurance so the policy that was uploaded for the quote can then show as part of the option selected.

Keppel green Aardvark

1000%. I often don't realize that a guest has declined coverage. A notice on their trip itinerary would be nice as well.

Vervain Lungfish

I agree. Also the pricing tab need to be upgraded to the same as activities