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Travel Agents - Education Center

Tips for Travel Agents

 

Tips on Selling Travel Protection

Tips

  1. Use the Combined Payment approach - by including the insurance premium in the total cost of the trip. That way, there are no surprise costs for your customers.
  2. Put your trust in the products you sell - remember, your clients place their trust in you.
  3. Remember to raise the value of travel insurance at the start of the conversation.
  4. Engage your clients in a conversation as to why they may be hesitant about buying travel insurance. Have a series of answers ready to combat their objections.
  5. Be ready to compare different travel insurance packages and plans with your clients. They will feel more confident that you are looking out for their best interest.
  6. Take the time to explain how their health plan may not cover other expenses incurred while out of the country.
  7. Sit down with your clients and explain their insurance policy to them. Make sure to remind them to always have it handy in case of an emergency.
  8. Make sure your clients are eligible to receive the insurance before recommending it.
  9. Discuss the emotional and financial value of purchasing travel insurance.
  10. Be confident when explaining answers to your clients.
  11. Having your client sign a Liability Release Form formalizes their decision to decline the purchase of travel insurance. The Liability Release Form proves that you discussed travel insurance coverage with them and that the client understands and accepts the risk and still declines to purchase the insurance.

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RBC Insurance has been voted the number one travel insurance supplier for the seventh consecutive year by Baxter Publishing, publisher of Canadian Travel Press and Travel Courier.
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