Travel Insurance Overview

Softrip allows companies to offer Travel Insurance as part of the booking process.  Insurance is created as a Service & Product and the options are offered at the passenger step of the booking process.

Product Setup

1. Suppliers

   • Go to Product-->Suppliers and Create a Supplier ID for the Insurance provider.

   • Also, have a generic Supplier ID to use for declined Insurance.  It will be an option but should not be associated with the provider.

2. Services - Insurance Products can be calculated using several options:

   1. Per Person Price Range - create a Service ID for each range offered by the Suppliers.

      1. Supplier Service

         • Supplier ID = Provider

         • Service ID = INS[From-To].   The From-To should represent the dollar amounts when the premium changes.  Ex:

           • INS0-500 - if per-person price is between 0-500

           • INS500-1000 - if the per-person price is between 500-1000

         • Designator - Adult or Child or Passenger if it applies to all passengers.

         • Mask = A or C (only if child rates are different than adults)

      2. Supplier Rates

         • Cost = Premium Amount - any Commission you would receive on INS Sales.

         • Price - Premium Amount - this is one of the few cases Softrip recommends to use the Price fields on Supplier Rates.  There is no need for a markup to take place usually.

      3. Also, create an INS service for Declined Insurance

         • Supplier ID = generic

         • ServiceID = INSDECLINED

         • Description = Insurance Declined (or however you'd like it worded).

         • Create a Supplier Rate record with all 0.00 for cost & price.

   2. Percentage Based Premiums - TBD

3. Product

   • Go to Product-->Products and Create a Product Code for INSURANCE as Product Type = LIST

   • Add the Insurance Services just created to the new Product Code

     • Ensure that each Service is part of its own plan.

     • Use the up/down arrows if you want the Declined Insurance to appear before the Insurance Option.  Reservations will show the correct insurance service and the declined service as an option for the customer.

   • Create a Pricing Profile with Markup = 1 because the system requires, even if the price is set in Supplier Rates.

   • Set the Insurance Product Status = Active

4. Add the Product to System Settings

   • Go to Security-->System Settings and select System Rules-->Insurance.

   • For the Insurance Setting, add the Product Code of the insurance product created.  This setting lets the system know which Product Code to use for Insurance.  It's often the case when insurance providers are changing that you will create a new Product code for Insurance and change the setting here for the system to use on new reservations.

   • Insurance Link - this setting allows you to enter a 3rd party URL that will be displayed in Reservations so the Customer to view information about the insurance offering.

Reservations

Once the Services, Product, and Insurance setting is in place, Insurance options will be returned in Reservations-->Passengers.  Once insurance is returned, the options become a required step in the booking process.