Travel Insurance

Travel Insurance CRM For Advisors & Consultants

Manage client journeys, automate policy tasks, and boost your travel insurance conversions with Shiven CRM, the advanced digital platform designed to support insurance teams selling international and domestic travel policies.

What Is Travel Insurance?

Travel insurance is a specialised policy that covers risks associated with domestic or international travel. It helps protect travellers against trip disruptions, lost baggage, medical emergencies, flight delays, and other unforeseen situations while travelling. For travellers, it brings peace of mind. For agents, it’s a growing opportunity. With Shiven CRM, advisors can efficiently manage client data, compare policies, automate renewals, and deliver excellent service from start to finish.

Common Types of Travel Insurance

Different businesses have varying needs for coverage based on size, industry, and risk profile. Shiven CRM enables your team to suggest and administer the appropriate plan for each client.

1. Single Trip Insurance

Covers one trip typically includes flight delay, trip cancellation, medical expenses, and lost luggage. Best for leisure or business travellers taking one-time trips

2. Multi-Trip Insurance

Offers year-round coverage for frequent travellers with multiple trips under one policy. Ideal for corporate clients, frequent flyers, and business executives

3. Student Travel Insurance

Designed for students studying abroad, this plan covers healthcare, tuition interruption, passport loss, and sponsor protection. Highly recommended for international students heading to universities or colleges

4. Family Travel Insurance

Protects an entire family under one plan when travelling together. Covers medical expenses, baggage loss, and emergency return across all insured members

5. Senior Citizen Travel Plans

Tailored plans for older travelers, offering enhanced medical benefits, coverage for pre-existing conditions, and easy claims. Suitable for international travel, vacations, or visits to family overseas

Add-Ons for Travel Insurance

Travel insurance can be enhanced with optional add-ons, helping clients travel with greater confidence. Shiven CRM makes it simple to offer these add-ons at the right time:

• Adventure Sports Cover: Ideal for clients participating in skiing, scuba diving, or other activities

• Flight Delay/Cancellation Benefits: Offers compensation for extended delays or missed connections

• Baggage Delay Cover: Provides reimbursement for essentials in case of baggage delay

• Baggage Loss Cover: Offers compensation for permanently lost or stolen checked-in baggage

• Credit Card Loss Cover: Covers misuse and fraudulent charges in case of lost or stolen credit cards

• Financial Loss Cover: Reimburses non-refundable expenses due to cancellations or emergencies

• Companion Cover: Supports travel companions in case of emergency hospitalization

Add-ons are a great way to personalize policies and increase policy value, all while giving clients more comprehensive protection.

What Is Shiven Travel Insurance CRM?

Shiven CRM is a dedicated insurance management system tailored to help agents and teams streamline every part of the travel insurance sales process. From lead generation to policy issuance, from document uploads to renewals, everything is handled through a centralised cloud platform.

Key Features for Travel Insurance Teams

Lead & Customer Management

Capture, organize, and manage leads for international students, tourists, business travelers, and more.

Travel Plan Comparison Tools

Let clients compare plans from different providers based on destination, travel duration, and policy levels.

Policy Reminders & Renewals

Automated reminders notify clients of upcoming renewals or the end of long-term multi-trip coverage.

Client Document Upload

Upload passports, visas, travel itineraries, and medical declarations in secure folders for fast processing.

Real-Time Sales Dashboard

Track daily, weekly, and monthly sales. View top-performing plans, agents, and average premium value.

Smart Filtering for Client Segments

Group clients by travel type, policy status, claim history, or destination to personalize communications.

Benefits for Managers and Agency Heads

• Central dashboard for all agents, leads, and travel policy details

• Performance reports to measure conversions, revenue, and upselling

• Task delegation, calendar scheduling, and follow-up automation

• Secure document access for field agents and remote teams

• Automated compliance alerts for passport expiry, plan limitations, and pre-travel requirements

Whether you handle 30 or 3,000 clients, the CRM adapts to your business and helps you scale with ease.

Why Opt for Shiven CRM for Business Insurance?

• Simple, Clean Interface: Train your team in minutes

• Real-Time Cloud Access: Available 24/7 from mobile or desktop

• Automated Workflows: Handle routine tasks like reminders and quotes automatically

• Client Trust Tools: Send helpful pre-travel tips, claim guidance, and follow-ups instantly

• Highly Secure: All personal and travel data is protected with encryption and access controls

Shiven CRM empowers your team to provide not just policies, but confidence, helping travellers stay prepared and protected wherever they go.

Frequently Asked Questions

Answered all frequently asked questions. Still confused? Feel free to contact us.