Add a structured insurance note to your trip itinerary by following these simple steps!

Step 1: In Step 2. Itinerary of a trip, select Add Insurance from the Add Bookings drop-down menu.

Step 2: Enter a Provider, Policy #, and any other details to inform the traveller(s).

Step 3: Optional: Add travellers' names and coverage dates to the insurance note by selecting + Add Traveler. 

Step 4: Optional: Link the insurance to a specific booking by selecting the Link to Booking drop-down menu as shown below.  This ensures that the insurance information will be below the booking in the itinerary. 

Step 5: Click Save.

Step 6 Optional: To attach insurance documents to your insurance note, first upload the document (see here for full instructions), then from within the Insurance Note, select Link Attached File(s).

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