Travel Insurance
planned
C
Charcoal grey Quail
Travel Guard Integration!
Autopilot
Merged in a post:
Travel Insurance
H
Huge Amphibian
Allianz Insurance Integration!
W
Wineberry Macaw
Yes they are the most popular!
M
Many Prawn
Molly Johnson Jade Pathe this has been fixed.
Autopilot
Merged in a post:
WorldTrips Travel Insurance
I
Ink Orca
Please integrate WorldTrips as a travel insurance option!
T
Tuscany Lobster
And how about an option to add another quote, as sometime clients ask for a comparison.
B
Bisque Rooster
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.
M
Molly Johnson
marked this post as
planned
M
Many Prawn
Molly Johnson thanks this is a big one needing full overhaul. I do love the declination emails and items thats a big step up in the right direction as well! thanks!
H
Heavy Crow
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.
C
Conceptual Gorilla
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.
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