Insurance Cross-sell (Quote Request)
This feature is applicable to Cruiseabout.
Traveller Experience
If your traveller’s Trip does not include insurance, our cross-sell functionality lets them request an insurance quote from you, their travel advisor.
When viewing the Web View of their itinerary, travellers will see a suggestion to protect their trip with insurance.
If the traveller does not wish to add insurance, they can click No thanks.
- Once No thanks is clicked, the Insurance Cross-sell segment will not reappear.
If the traveller does wish to add insurance, they can click the Send me a quote button.
Once the traveller has requested insurance, the suggestion box will disappear, and they will receive a success message letting them know you (their Travel Advisor) have been notified and that you will reach out to them.
You'll receive an email alert when your client requests an insurance quote. You can then contact your customer with insurance details, and when the purchase is complete, add an Insurance segment to their HELiO booking with all the details and re-sync with Trips.
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