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Your clients want to enjoy their vacation or their work trip and if during this time they want to claim their travel insurance, filling out long and tedious documentation is the last thing they want to do.
As an insurance company, you want complete details related to them and their travel to make sure nothing goes missing for compliance of their insurance claims.
As an insurance provider, it is time to switch to the digital travel insurance claiming process and change how you organize travel insurance applications. With this checklist, you will never lose any client records as they are automatically saved in a cloud folder.
Using this digital checklist, you can collect all the necessary documents like proof of travel, proof of missing departure, trip cancellation, insurance coverage, and additional information.
With the claim form, you can collect all the required details in one place and check if their travel insurance policy covers flight cancellation, medical treatment, and other benefits. Using this form, you can collect medical records, canceled flight, travel dates, trip costs, and other details. The client’s personal and travel information, booking date and return date, trip destination, amount of claim, and more details can be collected using this form.
Filing for a claim can be an overwhelming process but with this checklist, you can make sure the process is smooth and easy for them.
