10+ Travel Insurance Document Templates in Google Docs | Google Sheets | Excel | Word | Numbers | Pages | PDF

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The tourism industry is expanding as technology advances and transportation methods develop. In the year 2018 alone, the number of international tourists arriving in their destinations reached a staggering 1.401 billion. Traveling has become a trend as many countries open their borders to grab business opportunities. Moreover, a decent number of people have enough resources to spend for their leisure. However, insurance companies are not far behind. They see the growing trend as a rich opportunity for their business. Thus, travel insurance is an integral part of every traveler signing up for a getaway they desire. So, let the clients pack up and the insurers extend their assistance.

10+ Travel Insurance Document Templates in Google Docs | Google Sheets | Excel | Word | Numbers | Pages | PDF

1. Travel Proposal

travel proposal
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File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4 & US

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Show your clients a proposal document about the travel packages they are planning to take. Include the medical coverage while they are on vacation through this template. Download this document and add the necessary details using either Google Docs, MS Word, or Pages. Grab this file now and show them offers that they cannot refuse!

2. Travel Services Agreement

travel services agreement
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File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4 & US

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Whether it is an international or domestic trip, include in your agreement documents the coverage for trip cancellations and lost luggage. Write the stipulations through MS Word, Pages, or Google Docs with the help of this template. Plus, printing is easy as this file is ready in A4 and US Letter sizes. Download now and start making your drafts for fruitful negotiations.

3. Travel Expense Reimbursement

travel expense reimbursement form 2
Details
File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4 & US

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Damages, health concerns, and extra expenses spent by your client need reimbursement. Make sure your insurance document has this form. Editing this document is convenient as it is compatible with MS Word, Google Docs, and Pages. Plus, this file comes with a layout that serves as a guide while you input the data. Grab this file now and begin preparing forms for quick reimbursements!

4. Printable Damage Report for Insurance

damage report for insurance2
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File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4 & US

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A printable document is helpful when you are in a rush. This template is printable in either A4, and US Letter sizes for quick outputs. Make sure to key in the details either through Google Docs, MS Word, or Pages. Download now and prepare your evidence for sure claims.

5. Notice of Insurance Claim

notice of insurance claim3
Details
File Format
  • Google Docs
  • MS Word
  • Apple Pages

Size: A4 & US

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Both parties must have a transaction document about successful claims. Do make one using this template and feel free to edit it either through Google Docs, MS Word, or Pages. Plus, this file comes with a ready-made layout to guide you as you input the details. Click the download button now and ready your notices!

6. Insurance Need Analysis

insurance needs analysis 2
Details
File Format
  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers
  • Pages

Size: A4 & US

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Working for big companies such as Allianz and catering for Schengen visas are challenging tasks. You need to present an analysis document for your bosses and clients to have a successful travel insurance services. Grab this document and begin doing surveys for the needs that you have to address.

7. Damage Report For Insurance

damage report for insurance 600x420
Details
File Format
  • MS Word
  • Apple Pages

Size: A4, US

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Make sure that you have the necessary report document to present a valid case for insurance claims using this template. Download this customizable file and edit it through MS Word and Pages. Printing when using this template is convenient as this is ready in A4 and US Letter sizes. Download this now and start preparing a convincing case for a sure claim!

legal contract 600x4201
Details
File Format
  • MS Word
  • Apple Pages

Size: A4, US

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Engage a legal commitment with your clients using this template. Keep certain that you add the necessary provisions through MS Word and Pages. Plus, all parties can easily have a copy as this file is printable in A4 and US Letter sizes. Download now and start making legal insurance agreements with your clients!

9. Contract Terms and Provisions Checklist

mockup 600x4201
Details
File Format
  • MS Word
  • Apple Pages

Size: A4, US

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Double-check your insurance agreements using this checklist template. Make sure that you did a spot review before finalizing the document. This file is print-ready in A4, and US Letter sizes for quick uses. Download now and always initiate a reviewing of the agreed terms!

10. Travel Insurance Guide

Details
File Format
  • PDF

Size: 311 KB

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A travel insurance guide is what you need to help you with your insurance deals. Make sure to keep yourself updated with the changes in the business. Download this guide document and take the time to study.

11. Travel Insurance Certificate

Details
File Format
  • PDF

Size: 357 KB

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A travel insurance certificate is necessary when a client avails the agency’s services. This guide and sample document shows the steps to follow while giving useful points to follow. Download this file now and try to borrow some features for your travel insurance deals.

6 Steps How to Create Travel Insurance Documents

Securing travelers is one way to promote the traveling business. Insurance policies that cover necessary expenses relating to damages, losses, and even health care are essential. Thus, establishing comprehensive agreements with travelers is crucial. So start making those insurance documents by following the simple list below.

Step 1: Check Financial Capacity

Make sure that your insurance company is capable of dispensing the claims. Always check your capacity by doing a financial analysis so that you can prepare your suitable offers. You need to gather a team of experts as well to get the study going.

Step 2: Reinsure

Even though your corporation has the financial capabilities, tying up with other firms for reinsurance is a great help. Always come prepared by having other businesses backing you up. You can contact them using a sound business card. Plus, you can seal the deal with them using a contract agreement for a strategic arrangement.

Step 3: Define the Coverage

Make a comprehensive outline of the coverage that you can shoulder. Once you are secure with the finances, you can create a scheme for insurance plans. This plan will have an itemized list of the claims your clients can make.

Step 4: Get Travel Details

Coverage details will also depend on the travel itinerary of your clients. Different travel destinations have their corresponding prices, and getting that information right is critical in creating an insurance document.

Step 5: Determine Client’s Needs

Always allow negotiations to happen. Your clients might have exciting ideas that can help improve insurance services. So take the time to sit down with them and let them participate in the agreement making.

Step 6: Seal the Deal

A signature and a handshake are fitting ends in the finalization of an insurance document. Both signify mutual understanding and willingness to partake in the agreement. So always give space above the dotted line and offer your hand for a kind gesture of assurance.

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