As we enter in the summer months, agents will face more frequent travel insurance requests and questions from customers as they prepare for their summer getaways. Here are seven essential things to consider when selling travel insurance.
Know how many times and where your clients travel per year. Each customer has different travel plans; knowing the frequency of travel and where in the world your customer will be visiting will help determine the amount of protection needed for travel insurance.
Find out how many family members are going. Knowing this will be helpful in determining the amount of protection needed, especially if you are insuring a young married couple on their honeymoon or a family of four with two small children.
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