18220 - Travel Insurance Student Manual

18220 - Advise on and sell travel insurance.
Level: 3, Credit: 3, Version 1

Most travel insurance companies have comprehensive websites where online quotes can be accessed.
However, before you get to the stage where you can competently select and quote premium costs to your customer you need to be able to understand all the special terminology that insurance companies use and to be able to translate this into every day language to explain to your customers.
Once you have mastered the terminology you will need to gain an understanding of the particular insurance products that are available and successfully match these to your customer’s requirements. It is important that you get the correct cover for your customer because you or your travel agency could be liable if errors are made and the wrong cover or no cover is provided to travellers.

Recommending Travel Insurance
Understanding Insurance Policies 
Selling Techniques 
Travel Insurance Product 
Application Forms and Issuing a Policy 
Advising Travellers About Making a Claim