Insurance in TourTools

In TourTools v5, insurance can be implemented/managed in 3 ways:

1. Insurance tables can be added and then selected by policy code in a Tour
2. Insurance can be offered in a Tour by creating optional INS packages
3. Trip Mate insurance is built in to TourTools v5 for the convenience of our clients and their travelers
   

Method 1: Insurance Tables

Insurance tables are managed in Business Settings on the Insurance Tables tab.

Click on Manage Policies to add/remove records in the table. Enter the various tiers and related data based on Tour price. The Rev? checkbox indicates whether the item generates revenue for the company. Once records have been added, the data can be easily adjusted from the Insurance Tables tab itself. By default in TourTools v5, only managers/owners have access to Business Settings.

In the Tour Record, on the Main / Notes tab, scroll down to the Insurance Select section. Select the insurance policy code to set it for the Tour.

In the Bookings for the Tour, insurance can be added by checking the “Ins” box in the Prices/Options tab.

The price of the insurance will be calculated through that table based on Policy Code and trip amount and then multiplied by the number of passengers. The total insurance amount will display in booking on the Payments/Refunds tab and on the Invoice.

Method 2: Insurance as an Optional Package

This method involves creating optional insurance Packages of type INS that can be added to bookings via the reservations agent (or the traveler, if you have TourTools Online).

Method 3: Built-In Trip Mate Insurance

This is a new feature for 2025 – details to be added soon!