How to Exclude a Service from the Insurance Premium Calculation in Softrip

If you're selling travel insurance through Softrip and need to exclude certain services from the insurance premium calculation, you can do so by following the steps below to adjust the product settings.

Steps to Exclude a Service

1. Locate the Product:

   • Right-click on the product and select Manage to access the Plans & Services section.

2. Access Additional Info:

   • Find the column titled Additional Info.

   • Double-click on the relevant cell to open the modal window.

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3. Add Exclusion Tag:

   • Click the + button to add a new entry.

   • Enter the following details:

     • Key: ExcludeFromInsuranceCalc

     • Value: Y

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4. Save Changes:

   • Click Save in the modal.

   • Then, click Save All on the product to commit the changes.

Applying the Exclusion to Multiple Services

1. Select Multiple Rows:

   • Highlight the rows you wish to update.

2. Use Mass Update:

   • Click the column header icon to open the Mass Update option.

3. Enter the Exclusion Tag:

   • In the Mass Update field, enter the following text:

     • <ExcludeFromInsuranceCalc>Y</ExcludeFromInsuranceCalc>

4. Save Changes:

   • Click Save Later in the modal.

   • Then, click Save All on the product to commit the changes.

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