Selling Travel Coverage for Large Groups (Travelling Together)

This guide outlines the step-by-step process for selling travel coverage to large groups. It helps Advisors efficiently manage multiple travellers under a single opportunity, streamline payment, and ensure policy documents are organized and accessible for the group leader.

3 minutes

Click **New Opportunity** to begin a new quote or sale.

Enter the caller’s information. This is typically the group leader, such as a teacher, coach, or club organizer. Once all required information has been entered, select **Save**.

Confirm the initial trip information, including whether the caller is travelling, whether all insureds are residents of Canada, and whether they hold valid healthcare coverage. Once the information has been confirmed, select **Launch**.

Click **Add Traveler**, then add each insured travelling as part of the group.

Complete the required information for each traveller before proceeding. Under the **Relationship with the Requester** field, select the appropriate relationship. If the required relationship is not available (for example, coach/team member or teacher/student), select **Other**.\ \ Once all required information has been entered, select **Save**.

Repeat the previous steps until all travellers have been added to the opportunity. There is no maximum limit on the number of travellers that can be added to a single opportunity

After all travellers have been added, complete the trip details and select **Mark Stage as Complete** to proceed.

On the **Coverage** tab, select the desired coverage for the trip. The selected coverage will apply to all travellers entered on the opportunity.

Select the arrow beside the coverage option to view the cost per traveller.

Once the desired coverage has been selected, click **Mark Stage as Complete** and proceed through the remaining tabs of the application, as outlined in the *Completing an Application* guide.

On the payment screen, a single payment will be collected for the full total cost of the application.

After payment has been completed, the system will generate individual policy information for each traveller. All policy documents will be sent to the caller’s email address and managed through their **Customer Space**.

Selling Travel Coverage for Large Groups (Travelling Together)

3 minutes