Use this template for your business
How it works
Travel insurance is bought at the last minute, for a visa or right before a flight, and whoever offers a clear option fastest wins. The quiz collects everything you need for a quote in a minute: destination, trip length, who's traveling, vacation plans, and desired coverage.
The key question is what the traveler plans to do. A relaxing vacation, sightseeing tours, skiing and surfing, extreme sports: these are different risks and different rates, and that's exactly where claim denials happen most often, because the person rode a motorcycle on a standard policy. By asking up front, you sell the right product and spare the client an unpleasant discovery in a hospital abroad.
The destination also affects price and requirements: some visas have a mandatory minimum coverage, and it's worth saying so directly in the result. The policy itself isn't issued or paid for through the quiz: the request goes to the agent and processing happens in your system. The document checklist included in the template is a good bonus in this business, because the person needs it right now.
