A client calls to say: “Hi, we are heading across the border next week. Do I have to call you every time I plan a trip?” if they are annual-plan holders, the short answer is “no”. But you can save them (and yourself!) some time by passing along a few tips at the time of the original sale!
1 – Short trips: you need not notify anyone about a short trip any time during the term of your annual plan – provided you have not experienced a change in your health.
2 – Change in health status: call us if your health situation changes. We can then check whether you will be in danger of limiting or eliminating your coverage, and we can discuss other coverage options.
3 – Days per trip: there is a limit to the number of days you may travel per trip and still be able to submit a claim. Make sure you know what the limit is.
4 – Proof of travel: be sure to keep proof of your travel dates, in case you need to make a claim.
5 – Risky sports or activities: always check your policy if you are planning any activities the insurer regards as dangerous. You might need to get coverage under a different plan, or avoid those activities your plan simply will not cover.
Annual travel plans are a good option for the frequent travellers on your client list. These tips could save you time later, help reassure clients now, and could limit the chance of a claim being denied.
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