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.

• Advice is provided to customer in terms of travel insurance policy content and exclusions.

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.

• 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.