Tourism · Concierge

Trip Insurance Claim Pre-Departure Check

Make sure travelers who purchased protection actually understand how and when to use it.

Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

How it works

  1. Agent confirms the traveler has their policy number and 24/7 emergency contact saved, pulled from the partner platform.
  2. Gives a high-level walkthrough of the claim process — what to do first, what documentation to keep — without interpreting coverage.
  3. Confirms understanding and re-sends the emergency contact card as part of final trip documents.

Data sources

Insurance policy data Emergency assistance contact details

What it targets

  • Travelers confirming they have emergency contact info accessible Target 95%
  • In-trip insurance-related support escalations Target -25%