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

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

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

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

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. 

5. Click Save.

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).

If you need further assistance or have additional questions please contact