Travel Insurance

Travel insurance can look straightforward until an employee needs to use it. At that point, a missed step, misunderstood limit or unexpected expense can quickly become a client-management issue for the advisor.

This session starts with real-world case studies to show how travel insurance situations can unfold and why one instruction matters: Call first. From there, we’ll examine practical coverage and plan-design considerations advisors should understand when discussing travel insurance with clients.

We’ll cover

• What real-world travel insurance cases can teach advisors about client communication
• Why “Call first” should be reinforced before employees travel
• How coverage limits and plan design can affect the client experience
• How extended absences can create additional considerations for smaller employers
• Tools and resources advisors can use to educate clients and employees
• Q&A session

You’ll leave better prepared to discuss travel coverage before a claim occurs and help clients understand the steps employees should take when they need assistance while travelling.

This session is presented by The Benefits Trust, Canada’s largest independent third-party administrator, ensuring you have the tools and knowledge to serve your clients better.