Why Written Documentation Protects You and Your Clients

Important Reminder for All Agents:

When offering travel insurance to clients, it is critical to document the offer in writing, whether by email, text message, or a signed waiver.

Why this matters:

Proof of Offer: Protects you and your business if a client later claims they were not informed.

Professional Standards: Demonstrates that you provided full, transparent service.

Risk Management: If a client declines coverage and experiences a loss, you have clear documentation showing that insurance was offered.

Key Rule:

If it’s not in writing, it didn’t happen.

Best Practices:

Always recommend travel insurance.

If declined, send a written confirmation or have the client sign a waiver. Keep a copy for your records.

Offering insurance protects the client, and documenting it protects you. Let's stay proactive and professional.