Advise on and sell travel insurance

[Based on NZQA 18220]

Objective

 * People credited with this unit standard are able to establish customer requirements and advise on travel insurance, and complete travel insurance documentation.


 * Library of Resources
 * Learning Activities

This unit is used in the following courses

 * Travel Operations

Establish customer requirements and advise on travel insurance

 * Customer requirements for travel insurance are established in accordance with enterprise procedures.

Range:	loss of deposit, travel delays, health costs, personal effects, baggage, accident, personal liability, interruption of travel, curtailment of travel, collapse of operator and/or third party, pre existing medical conditions, age.
 * Advice is provided to customer in terms of travel insurance policy content and exclusions.


 * Customer is advised on procedures in the event of claimable action in accordance with a selected policy.

Complete travel insurance documentation
Range:	evidence is required for a minimum of one policy issued for two different world regions; one policy must include specified items.


 * Travel insurance policies are sold in accordance with customer requirements.


 * Insurance documents are completed in accordance with supplier’s requirements.