Insurance & Claims, Tracked With Every Booking.
Plans, policies, claims and provider relationships, linked directly to the booking that sold them, so nothing gets missed when a traveller needs to make a claim.
Insurance Sits Outside the Booking.
A policy gets sold, then lives in a separate spreadsheet or the provider's own portal. When a client calls about a claim, nobody can pull up the policy, the booking and the provider contact in one place.
Every Policy, Linked to the Booking That Sold It.
Plans, premiums, policy numbers and claims are recorded against the same booking record your team already works from, with provider details and status visible without a separate lookup.
What You Get.
Policy Records
Plans, premiums and policy numbers, linked to the traveller and the booking that sold them.
Claims Tracking
Claim status, provider correspondence and resolution tracked from filing to payout.
Provider Relationships
Insurance provider contacts and terms stored alongside every policy sold through them.
Renewal Visibility
See which policies are active, expiring or need follow-up at a glance.
From Policy Sold to Claim Resolved.
- Policy Sold
- Booking Linked
- Claim Filed
- Provider Notified
- Claim Resolved
Insurance FAQs
Is this a separate insurance system?
No. It's one of the connected modules in TravOps AI, sharing the same booking and client data as the rest of the platform.
Can we work with multiple insurance providers?
Yes. Each policy is linked to its own provider, so you can sell plans from several providers without losing a single view of your clients.
Does this replace our provider's claims portal?
No. It records the policy and claim status tied to the booking; you'll still file with the provider directly, but everything stays visible in one place.
Can multiple branches sell different insurance plans?
Yes. Multi-branch operations run with per-branch data isolation, so each branch can offer its own plans and providers.