Safari Portal's Travel Insurance integration with Redpoint Travel Protection allows you to offer instant travel insurance quotes to your clients without leaving the platform.

Travelers can generate their own quote from any Travel Dashboard, Itinerary, Lookbook, or Guest Portal, or you can also generate quotes on their behalf.

This makes it easy to offer insurance consistently throughout the client journey while reducing administrative back-and-forth.

Key Benefits

• Integrated with a custom Redpoint plan built exclusively for the Safari Portal community:
• • Covers both US‑ and non‑US residents.
  • Typical market rate for similar cover: ~11.5% of trip cost.
  • Your plan: 6.5% of trip cost, and age‑agnostic (same rate whether guests are 30 or 70).
• Guests can generate an instant quote with literally a couple of clicks, or you can generate one on their behalf.
• You earn meaningful commissions on every policy sold.
• To quantify: a company doing $3M/year in booking revenue could add up to $50,000/year in passive income, while adding real value for your clients 🤯
  

Travelers can generate a quote in just a few clicks, and commissions can become a meaningful additional revenue stream while providing added protection for clients.

Before You Begin

Obtain your insurance credentials and connect your Safari Portal account to Redpoint.

Recommended Setup

We recommend:

1. Creating a Travel Dashboard
2. Adding a Forms card
3. Adding a Travel Insurance card immediately afterward
   

This allows traveler information to prepopulate the insurance flow, and provides the most streamlined client experience.

1. Open the relevant File
2. Click Create New → Travel Dashboard
3. 1. Pro Tip: Save a Travel Dashboard template with a Travel Insurance card already there.
4. Add a Travel Insurance card
5. Optionally, add a Forms card immediately before the Travel Insurance card
   

When travelers complete forms before requesting a quote, their information will automatically prepopulate portions of the insurance flow.

A File does not need to be confirmed before insurance can be offered through a Travel Dashboard, and travelers do not need to complete forms beforehand.

Option 2: Offer Travel Insurance via a Bookable Trip

How to Enable Travel Insurance on a Bookable Itinerary or Lookbook

1. Open the relevant File
2. Click Edit beside the Itinerary or Lookbook
3. Open the Itinerary or Lookbook tab
4. Click Make Bookable
5. Open the Forms and Insurance tab
6. Enable Travel Insurance
   

Bookable Trip Interactive Tutorial

Legacy Option: Offer Travel Insurance via a Guest Portal

It is also possible to offer Travel Insurance through a Guest Portal. However, this option has a few additional requirements:

• The File must already be confirmed.
• Traveler forms must be completed before a quote can be generated.
  

If forms have not yet been completed, you can either prepopulate them by using the Add Existing Guest option or create traveler profiles manually before generating the quote.

How to Offer Travel Insurance via a Guest Portal

1. Open the relevant File
2. Click Enter Portal
3. Open the General Info tab
4. Enable the Travel Insurance toggle
   

Insurance will appear within the Guest Forms section of the Guest Portal.

Guest Portal Interactive Tutorial

How to Let Travelers Generate Their Own Quote

Travelers can generate their own quote from:

• A Travel Dashboard
• A Bookable Itinerary
• A Bookable Lookbook
• A Guest Portal (legacy)
  

Once shared, travelers simply click Get Instant Quote and follow the prompts.

Travelers should be aware that Cancel For Any Reason (CFAR) and pre-existing condition coverage are generally only available if insurance is purchased within 14 days of the initial trip payment.

Tracking Insurance Purchases

To see who has purchased insurance:

1. Open the File Details
2. Navigate to the Travelers tab
3. Review the Extras column
   

If insurance has been purchased, the umbrella icon will appear blue.

How to Generate a Quote for Your Client

From a Travel Dashboard

1. Open the Travel Dashboard
2. On the Travel Insurance card:
3. 1. Click Edit Card and select existing travelers, then click Get Instant Quote
      OR
   2. Click Get Instant Quote and enter traveler information directly
4. Complete the quote flow
   

A quote will be generated and emailed to the designated Primary Traveler.

From a Guest Portal

1. On the Guest Forms tab, add the Guests that you want to offer insurance for, either by using the Add Existing Guest option or create a new profile for them
2. Then, navigate to the Guest Forms section
3. Click Get Instant Quote
4. Complete the quote flow
   

The Primary Traveler will receive an email from Redpoint with a link to review and purchase the policy.

Tips & Tricks

• File owners receive an automated email when an insurance quote is generated
• File owners receive an automated email when a policy is purchased
• Add a Travel Insurance card to your Travel Dashboard templates
• Update Guest Portal templates to include Travel Insurance by default
• Encourage travelers to purchase within 14 days of initial payment to maintain eligibility for CFAR and pre-existing condition coverage
• In the Travelers tab of expanded Files, blue icons indicate insurance purchases and app installation status
  
  

Troubleshooting

Insurance Not Showing?

• Confirm the Redpoint integration is connected under Account Settings → Integrations
• Confirm Travel Insurance is enabled within the specific Travel Dashboard, Guest Portal, or Bookable Trip
• Travel Insurance is not available on white-labeled itineraries created for partner agents
  
  

Travelers Live in Different States or Countries?

If travelers reside in different locations:

• Generate one quote for travelers in the same state or country
• Repeat the process for additional travelers separately

Pricing

• The Redpoint Essentials plan is generally priced at approximately 6.5% of trip cost.
• Cancel For Any Reason coverage typically increases the premium significantly and may approximately double the cost, depending on the specific trip and traveler details.
  
  

Coverage Questions

Safari Portal does not provide insurance advice.

Coverage questions, eligibility inquiries, claims, policy servicing, and commission payments should be directed to Redpoint Travel Protection directly at +1 415-481-0600.

Redpoint also handles all commission payments and typically pays commissions in the month following policy purchase.

If you need help enabling the integration or generating your first quote, our team is happy to help.
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