------------- RISK MANAGEMENT, TRAVEL & LIABILITY INSURANCE ---------------

Providing "Duty Of Care"

with Wanderwell Insurance & Peak Flow OBM 

   
 

How to provide the highest "Duty of Care" to your traveling customers

During this masterclass, the industry professionals share best risk management practices in adventure travel following two important business questions: 

1. As part of your duty of care for traveling customers, what information, advice, procedures should you provide to clients and how? 
2. Partnering with insurance providers. Can you mandate travel insurance as a business? What are the changes in the travel insurance world post-pandemic.
    

THEME:

--> Travel Ecosystem: how can travel retailers (like tour operators, travel agents, designers, destination managers, etc.) and insurance brokers can cooperate to the benefit of all participants. 

---> Offering travel insurance as a part of travel experience:

• Can I require my travelers to purchase a specific insurance policy?
• How to set the right insurance expectations upfront?
• Should I train my sales team on understanding and offering travel insurance?
• What is an "empathic" travel insurance experience? 

--> Qualifying customers: how to implement an effective application and onboarding process for my traveling customers 

CONVERSATION HIGHLIGHTS

Terminology:

• “Duty of Care” - consider all stakeholders (clients, vendors, the business, local people, the environment)
• “Assumption of risk” - understanding the intricate risks involved in travel and educate people about them - everything from how they could get hurt to flight delays and lost luggage.

Pre-Trip Onboarding: [min 16’]

• Can I require my customers purchase a travel insurance?
• Using visuals, graphics and videos to bring clients into the trip prior to the departure [min 44’]
   

“We tried with a "Fitness Screening" task in YouLi that asked very pointed questions that they had to fill out within a few weeks of the trip.” – Elinor Fish, Run Wild Retreats
 

• Guiding mental and emotional preparation for the trip: How to correctly communicate trip details and level of difficulty aka “When should you open a “This is not Kansas” trip”

“I have the local guide give the group the "This is not Kansas" talk on the 1st evening - to set expectations.  We will not be staying in the Garden Inn, but in a rustic location in rainforest. No A/C.  But indeed, I have tried to "screen" clients and have some kind of "fitness screening", though sometimes travelers "fall through the cracks" - or just don't read the description, and then are disappointed and overwhelmed during the trip!” – Ami Greener
 

📌 Creating the ecosystem of duty of care: how do you handle negative emotional response during the trip?

📌 Considering engaging your community as an effective sales and risk management tool: hosting pre-trip webinar with Q&A as a part of trip launch process. [min 50’]
IDEA: Bring your best past clients for sharing real experience in the field.

📌 What are the minimum travel insurance requirements you can set for your clients. [min 53’]

WHY: 

🎯 Learn BEST PRACTICES in Adventure Travel risk management

🎯 Apply simple tools to manage risks and AUTOMATE repetitive tasks (including interactive tasks and digital waiver systems). 

🎯 Find out the best way to COLLABORATE with your partners, affiliates and insurance brokers.  

WHO this is for:  

✔ Group Tour Operators and Travel Experience Designers   

✔ Adventure Trip Leaders & Business Owners

✔ Travel Agents with the focus on family and team trips