Loading insurance policy information

Loading insurance policy information

Insurance

On the left list bar, press the INSURANCE icon to access the INSURANCE POLICY screen.

• After filling in POLICY NUMBER (if known), select INTERNATIONAL or DOMESTIC
• If not already captured by the IMPORT from CRS procedure, Complete any COMMENCING DATE & RETURN DATE and the duration away will be automatically calculated. Use AIR PREVIEW to check flight dates when issuing a policy in conjunction with an air booking.
• INSURANCE PROVIDER, INSURANCE PLAN & POLICY TYPE must all be selected from the choice provided in the drop- down lists. (NOTE: These will be set to individual agency preferences)

PAYMENT TYPE should normally be left blank unless passing on a credit card for payment.

• Press appropriate button to select type of cover (FAMILY or INDIVIDUAL/SINGLE)
• Select PASSENGERS to be covered by the policy (SELECT ALL PASSENGERS or place tick(s) under SELECT) Note that
• Date of Birth and Ages have downloaded from PASSENGER AND PASSPORT/VISA DETAILS. These details cannot be entered directly onto the INSURANCE POLICY screen nor do they actually need to be present in this area.
• Fill in POLICY VALUE & TYPE OF SALE.
• If necessary, fill in sections for SURCHARGE. – DEPOSIT SHOULD NEVER BE USED !
• COMMISSION VALUE/RATE may need to be manually entered if not defaulted
• Press SAVE. Insurance segment will be displayed in the TRIP INFORMATION screen.
• When saved, insurance will show as a new line in the TRIP INFORMATION screen.

NOTE: When paying Supplier by Credit Card when a discount has been given you MUST change the C/Card values in the ‘Pay Supplier’ window to reflect the correct (discounted) amount being passed on via Credit Card.