Adding Insurance
Flight Centre, Liberty Travel, and Travel Associates consultants should be sending their HELiO bookings to Trips to populate trip segments/bookings.
Insurance segments added to a trip through HELiO are specialized insurance note segments and cannot be edited in TRIPS. If you need to adjust the insurance details, you must make the changes in HELiO and re-send your booking to TRIPS to update.
Travel Insurance policy information can be added to an itinerary using the Insurance segment template.
Click the Add icon in the bottom-right corner of your screen and select Insurance.
Enter your Provider, Policy #, and other details.
If you prefer that the insurance info appears alongside a particular booking segment, click Link to trip segment and select where you would like it to appear.
Once you have added the necessary info, click Add to Trip.
You can update the Insurance details any time by clicking View Details and then the Edit icon, or move the segment to another date using the Calendar icon.
Insurance segments added to a trip through HELiO are specialized insurance note segments and cannot be edited in TRIPS. If you need to adjust the insurance details, you must make the changes in HELiO and re-send your booking to TRIPS to update.
Attach a file to your insurance note. Select View Details, then select Attach File.
Search your file attachments in Supporting Documents, or upload a file. Select Attach File.
Your insurance note will indicate how many files are attached. Click on the Paperclip icon to open the drawer to your files list.
For help with the various text formatting options for Notes, view the article Text Formatting Options.
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