YES! Allow the uploaded quote to be visible and once stored there, it should also be viewable in the documents section. Don't make me have to re-upload it to documents for them to be able to see it.

Agree. We actually should have separate spaces to upload a quote, the general policy (before purchase) so the customer can read the full policy (and acknowledge that they've read it), and the actual policy (after purchase) which includes a summary of their coverage. With Allianz, they ask for acknowledgement that the customer has agreed to the Purchase Terms and Disclosures (which I'd like to be able to upload into Tern also) as well as the Plan, when we make the purchase. It would be great to have these within the Insurance tab so all is documented.

Yes, and I'd love to have the option to add another insurance quote/policy. I've had several trips that have more than one policy.

Agreed. It would be nice to have insurance added in the library so we can handle this via templates. The client needs a quote as well as the policy (which i have to delete the quote and replace the policy). They also need more info and comparisons of policies which can’t be done currently as the insurance tab is limited in nature.

In addition, I'd love to have the option to add another insurance quote/policy. I've had several trips that have more than one policy.

I've created an insurance itinerary template that I add in trips. It has the choices then a de line with signature. I personally like the idea of the current one but frankly my clients already feel there are too many "moving" parts for them. An that outside the itinerary step frustrating for them.

I'd also like the ability to add in some notes on the Insurance tab.

Not only that, have the client say yes or no if they want to be insured.