Managing travel insurance options for a client's itinerary in Tern can be done effectively using the Travel Insurance opt-in integration. Here's how:
Firstly, use the integration to record whether your client authorizes or declines insurance.
Include comprehensive insurance options in your proposal. Once these are approved by your client, incorporate them into the Tern insurance integration.
Ensure clear communication with your clients via email regarding their insurance choices and authorizations.
Maintain detailed records by saving insurance plans and summaries under Trip Documents.