🎬  Missed Our Thursday Webinar?

Don't worry! Watch it below🌟

🚀 Pro Tip: All of our webinars are available via the Help Center in the Webinar Library section.

🎧 Tip: Turn on subtitles using the gear icon (⚙️) in the video player.

Quick Takeaways

• In this webinar, Safari Portal introduced 4 ways to sell travel insurance: guest-initiated quotes, agent-generated quotes, quick Itinerary workarounds, and custom form integrations.
• To get started, connect the Redpoint integration via Account Settings → Integrations using credentials from the Redpoint team.
• Travel insurance requires a confirmed Itinerary and an enabled Guest Portal with the travel insurance option toggled on.
• Guest-initiated quotes are the simplest option—clients can generate their own quotes after completing basic traveler details.
• Agent-generated quotes allow you to create and send policies on behalf of clients, with control over who receives the quote.
• Only a few details are needed to generate a quote: name, date of birth, and location (country/state).
• Policies are priced at a flat 6.5% of trip cost, typically lower than standard market rates, with optional “Cancel for Any Reason” coverage available within ~14–15 days of initial payment.
• Travelers must be grouped by same country (and U.S. state, if applicable) to be included on one policy; otherwise, separate quotes are required.
• Quotes are automatically emailed, and agents can track quote generation and purchases within the File (using the umbrella icon in the Travelers tab).
• If no Itinerary exists, a simple placeholder Itinerary can be used.
• The upcoming Travel Dashboards will streamline the experience, allowing insurance to be offered earlier in the sales process and integrated into a more flexible, customizable client interface.

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