Travel Insured International now enables agency owners and
managers to quickly identify any upcoming trips that do not have a travel
insurance component, and automatically send quotes to the client
or booking agent.
The free tool, called Bulk Quote, is on the company's TravelInsured
Agent Portal (TAP).
After a period of beta testing, Bulk Quote went live on
March 30, and Travel Insured International is now ramping up marketing efforts
to educate agents about the product, said Isaac Cymrot, vice president of
Bulk Quote is initially available to agents who use the ClientBase
CRM tool, but Cymrot said Travel Insured International plans to build
functionality to make it available to others, as well.
Records of ClientBase Res Cards without an insurance product
attached are automatically found and transferred to TAP. Bulk Quote then
generates a list of those clients with an individual, customized travel
insurance quote for each; the owner or manager can send those quotes with one
"You're no longer reliant on your frontline agent to be
the one to generate the quote," Cymrot said. "You can now run that
report, upload it into our TravelInsured Agent Portal, and we will do it for
you -- and the process takes about two minutes."
Cymrot said he believes the offering is unique. Previously,
in order to do what Bulk Quote does, the owner or manager would have to
individually go into each Res Card, connect to the TAP system and send a quote
that way, something he estimated would take about five minutes per quote.
Essentially, Bulk Quote enables agents to avoid manually
quoting each client who doesn't have insurance, said Diane Petras, project
manager of TAP Software at Travel Insured International. It's meant for owners
and managers to "get a global picture of what's happening at your agency,"
enabling them access to actionable data for all their agents' Res Cards.
"This enhancement is coming at a good time when a lot
of agency owners are expanding," Petras said. "A lot of them have
independent contractors, a lot of them have a lot of agents, and you can't stay
on top of every single thing that they're doing every day."
Petras said Bulk Quote has several safeguards built in.
Owners and managers can unselect individuals who should not get a quote. They
also have the option to list clients without insurance by agent and send the
file to the individual agent, who may have forgotten to offer insurance or
forgotten to document that the client declined.
Petras is a former agent and agency owner. "I was
thinking like an agency owner when I was designing this," she said.
According to Cymrot, beta tests with agencies have helped
with another aspect of their businesses, as well: uncovering data issues in
"While that might sound like a negative, agency
management has actually thanked us because it has helped them drill down on
areas of training for general ClientBase use with their front line," he
said. "Having a resource like Diane at our disposal with her [in-depth]
knowledge in ClientBase is a real game-changer. Not only will Bulk Quote
revolutionize the insurance quote process but it looks like we are also going
to provide agency management the added benefit of more accurate sales