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MasterAdvisor 74: Travel Insurance 101 (for New Advisors)

Travel Market Report
Travel Market Report
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๐Ÿ‘๏ธ 508 views๐Ÿ“… 2 years agoโฑ๏ธ 44:01
What This Creator Said
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Source: Our analysis of the creator's lived experience, based on what they said in this video.

Creator's Key Takeaways

it's an optional policy that they they may add to their trip that covers them for cancellation in you know generally it's in case of a health issue um or death of yourself or immediate family member

I had clients last week who were delayed out of New York missed their 900 transfer in Geneva um it's a long way but they they missed it

they had they had alian's classic policy and when they got home and they when they returned to San Francisco they weren't allowed to fly back because at that point you were not allowed to fly if you had had covered

I'm not selling it I'm offering it but I have confidence that I can get help if I need it

Creator's Tips & Advice

โœ“Offer travel insurance to every client and have them opt in or out in writing.
โœ“Learn one insurance product well instead of many superficially.
โœ“Reach out to your BDM for specific policy questions to avoid misquoting.

๐Ÿ†•New to Cruising? This Creator Addresses:

Fear of selling insurance or overstepping boundaries. โ€” Offer it as professional advice, not sales; rely on supplier BDM for specifics.

Questions This Creator Answers

QWhat does travel insurance typically cover?
QHow do I sell travel insurance to clients?
QWhat is the timeline for purchasing travel insurance?
YouTube Video Descriptionโ†“

While only sometimes mandatory, insuring or not insuring a trip can make a big difference for your client. You never know what can happen. Nobody is expecting a lost bag, a personal setback, or an injury the moment they are planning their trip. Without a careful eye, a traveler may buy a plan that doesnโ€™t actually help their current predicament. How do you help ensure your client gets what they paid for? There are many different types of insurance that cover very specific facets of travel and sometimes you need a pro to help you out. For Hey Wanna Go Travel Owner & Travel Advisor Cheryl Ogle, she likes the peace of mind of knowing her clients are protected. John Lennon said it best โ€“ Life is what happens when youโ€™re making other plans. Cheryl prides herself on being honest and notes she buys all the policies that she touts to her clients. To learn more about how to help your clients navigate picking the right travel insurance plan, join Cheryl on a live and free Zoom interview sponsored by Allianz Partners. Allianz Is Making All Its Brochures Available Digitally for Travel Advisors -https://www.travelmarketreport.com/Training/articles/Allianz-Is-Making-All-Its-Brochures-Available-Digitally-for-Travel-Advisors For More #traveladvisor content, Subscribe now! #allianz #travelinsurance Our Check-In Episode with Airlines Reporting Corp's Paige Blunt: https://www.youtube.com/watch?v=cO8JWchwuqQ Subscribe to TMR's Newsletter: https://www.travelmarketreport.com/tmr-sign-up