The Redpoint Travel Insurance integration allows clients to get an instant travel insurance quote directly from their Guest Portal after completing their guest forms.

What if I’m not using Guest Portals?

At the moment, clients must use a Guest Portal in order to access the travel insurance quote feature. If you are only using custom forms, the insurance option will not appear automatically.

Good news: we are currently redesigning our Guest Portal experience (coming Q2 2026). The new version — called Travel Dashboards — will allow you to:

• Share any custom form with a client and still offer insurance
• Send portals at any stage of the sales process (not just after confirmation)
• Share via simple link access, without requiring email/passcode login

Workaround for now if you use custom forms

You can still offer insurance with a small extra step:

Step 1: Send your custom forms as usual

Assign your custom forms to the file and send just like you normally would.

Step 2: Copy guest details into the Guest Portal

Once your clients submit their forms:

1. Open the Guest Portal for that file
2. Go to the Guest Forms tab
3. Use “Search Existing Guest” to copy their key details into the Guest Portal form

This ensures their information is pre-filled for insurance.

Step 3: Share the Guest Portal just for insurance

You can optionally:

• Rename the portal something like “Instant Travel Insurance”
• Add a short intro note about the Redpoint coverage
  

Then send the portal to your clients and let them know all they need to do is click Get Instant Quote — their information will already be completed.

Alternative: Purchase insurance on behalf of your client

If you are collecting payment details to handle the insurance for them:

1. Use a credit card authorization form to gather card details and authorization
2. Create the Guest Portal
3. Add them using Search Existing Guest
4. Click Generate Instant Travel Insurance Quote
5. Complete the purchase using their authorized payment method
   

This workaround keeps the process smooth for clients while we work toward fully supporting insurance through standalone custom forms in the future.