RoamRight's Travel Weekly Webinar: Making Travel Insurance Easy And Understandable

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RoamRight’s goal is to help travel agents protect their travelers from unforeseen events. Join Travel Weekly and RoamRight as we help you navigate the often confusing and overwhelming world of travel insurance. Find out about RoamRight’s commitment to customer service and learn about travel insurance plans that are only available to travelers exclusively through travel agents and other travel insurance professionals. Discover how you can boost your own income with travel insurance commissions and why you should look to RoamRight, a leader in travel insurance, for your clients' travel insurance needs.

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  • SCOTT WALTONScott Walton, Regional Sales Manager at RoamRight, operates out of the company headquarters in Baltimore, Maryland. Scott has helped many clients by developing products that fit the specific needs of their travelers. Prior to joining RoamRight, Scott was a Regional Sales Manager at FrontierMEDEX, where he worked with many organizations to care for their travelers and expatriates. Scott has more than nine years of experience working in the travel insurance and medical, travel and security assistance industries. His experience includes working with corporations of all sizes, colleges and universities, non-profits, NGO’s, brokers and travel agents. LISA MINTONLisa Minton, Regional Sales Manager at RoamRight, based in central Wisconsin, has worked in the travel and insurance industries for more than 9 years. Prior to joining RoamRight, Lisa served as the Manager of Membership Sales and Development for MAST Travel Network - one of the nation’s leading Travel Consortiums. She also served as the Midwest’s Account Development Manager for one of the nation’s  largest travel insurers, where she honed her skills in developing existing books of travel insurance business. Lisa believes that personal relationships and strong customer service build solid business partnerships.  Her consortia experience brings with it a an understanding of the value the travel agent brings to a company and allowed her to play a key role in the development of RoamRight’s exclusive travel agent programs. Whether you are an independent agent, brick and mortar agency, travel group, or large tour company -  she is available to train, troubleshoot, advocate, consult, and help grow your business.
  • Scott
  • LisaArch has been in the insurance industry since 1971After a decade of supporting other programs RoamRight was formed to partner directly with Travel Agents, Tour Companies, and other organizations. We have been Developing our programs with that travel professional in mind
  • ScottBuilt to address the specific needs of travel agents and their clientsThrough review of current products in marketplace and reviewed with travel agents their specific needsUnique structure allows seamless customer service, underwriting and claims integrationAll services are provided in-house, which allows us to be more agileState-of-the-art products and agent tools to address current industry gapsLicensed in all 50 states and District of ColumbiaHand-picked staff with decades of travel insurance experienceThe retail travel insurance division of Arch Insurance Group
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  • ScottThere a lot of travel insurance programs in the marketplace. The most significant difference between them is how they are serviced. Highly trained customer service representatives available to help your clients identify the plan that best meets their travel needs (you get full credit for sales regardless of channel)Our Claims structure allows client and agents to be able to speak directly to a claims manager and work with them on claims. In a day when claims processing is become more complicated, we are making it more personal.
  • Lisa
  • <<include quote from Terry>>
  • LisaOur Pro Line of products were designed specically We won’t walk you product by product for all of the benefits. Visit RoamRight.com/Partners, fill out the form and we’ll send you the info.We have a line of traditional core products that are available to you in addition to the following specialty products.
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  • LisaGroup Coverage: We have the ability to upload large groups through a spreadsheet or directly via e-mail and will provide pre ex coverage for that group as long as the policy is taken out prior to final. We send fulfillment and each individual insured receives their own dedicated insured number, even on the largest of groups. We make selling groups a snap.
  • ScottPolicy SalesYou can quickly and easily get an accurate travel insurance quote for your travelers. Save the quote for later and then email it directly to your travelers. If you want, they can then finish the purchase themselves or you can purchase on their behalf. Marketing Materials• Online Banner Ads – You can select a banner ad that speaksto your audience. Put the advertisement on your website and when your travelers use the ad to purchase insurance from RoamRight, you’ll earn the commission.• Co-Branded Brochures and Flyers – Order brochures andflyers and we can customize them to include your agency’s logo, website, phone number and address. Your travelers will know to come directly to you for their travel insurance needs.ClaimsHelp your clients file their travel insurance claims. Download and email the necessary claims forms directly to them and contact our claims department for questions. You can also view the status of a claim to provide your client with updates.PoliciesYou can easily look up existing travel insurance policies and make edits to them. Correct the spelling of a traveler’s name, adjust trip dates and correct trip costs.
  • Scott
  • ScottBanner ads can be placed on your site and on websites of clubs, orgs, etc…
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  • ScottManage RoamRight policies• Manage travel insurance policies.• View policy and coverage details.• Review confirmation of benefits.• Access RoamRight ID card.Research travel destinations• Obtain real-time security information and analysis for more than 250 countries and territories.• Locate medical facilities and services.• Find out about immunization and entry requirements.• Look up country-specific social customs.
  • Evaluate the safety and security of a country• View the overall threat level (1- minimal to 5-very high) for 250+ destinations.• Find out how a destination rates for crime, security services (police, etc.), civil unrest, terrorism, kidnapping and geopolitical threats.Receive alerts for events that may impact travel plans• When destination countries are selected, travelers can receive travel alerts, ranging from a transportation strike to a natural disaster or terrorism event.• Get alerts for events that occur in a specified destination or current location and use a map to view active alerts within a 100 mile radius.
  • ScottEvaluate the safety and security of a country• View the overall threat level (1- minimal to 5-very high) for 250+ destinations.• Find out how a destination rates for crime, security services (police, etc.), civil unrest, terrorism, kidnapping and geopolitical threats.Seek medical help in 7 different languages• Communicate with emergency and medical personnel in seven different languages using more than 150 terms and phrases.• Audio and written translations are available in English, Spanish (Spain), Spanish (South America), French, Italian, German, Chinese (Simplified) and Japanese.Find a local equivalent of necessary medication • Find the local equivalent of a prescription or over-the-counter medication with a list of more than 3,000 international drug equivalents.ADDITIONAL FEATURESSecurely store copies of important travel documents• Upload travel documents, including tickets, passports, visas, etc.• Secure encryption keeps documents safe, yet also allows access to them if logged in using a different device.• In an emergency, help from the RoamRight assistance provider will be expedited with access to these documents. Get emergency assistance and contact RoamRight through phone or wi-fi• Contact RoamRight’s emergency assistance provider in the event of a travel, medical or security emergency.• Contact RoamRight’s customer service department for help with travel insurance policy, claims, or other issues.Set-up demo account with special agent log in that will also expire soon for them to test
  • Lisa
  • RoamRight's Travel Weekly Webinar: Making Travel Insurance Easy And Understandable

    1. 1. Making Travel Insurance Easy and Understandable March 25, 2014 Twitter: #TWTravIns | @RoamRight
    2. 2. Today’s Speakers Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns Scott Walton SWalton@RoamRight.com 443-279-7340 Lisa Minton LMinton@RoamRight.com 715-281-3783
    3. 3. Agenda • About Arch Insurance Group and RoamRight • Common concerns about selling travel insurance and our solutions • Why travel agents like RoamRight (and why your clients will too!) Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    4. 4. Arch Insurance Group • Owner and underwriter of RoamRight • Member of US Travel Insurance Association • A market-leading specialty insurer • A+ (Superior) Rating by A. M. Best • $6B in capital • Has underwritten and administered a variety of travel programs, including TravelGuard, Travel Insured International, MEDEX, Trip Mate, Assist Card • After a decade of supporting these programs, RoamRight was formed to partner directly with travel agents, tour operators, etc. Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    5. 5. About RoamRight • The retail travel insurance division of Arch Insurance Group • Built to address the specific needs of travel agents and their clients • Unique structure allows seamless customer service, underwriting and claims integration • State-of-the-art products and agent tools to address current industry gaps • Licensed in all 50 states and District of Columbia • Hand-picked staff with decades of travel insurance experience Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    6. 6. Stay Tuned… You could win an Amazon Kindle Fire! Winner will be randomly chosen from participants at the end of this webinar. Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    7. 7. What is your biggest concern about travel insurance? A. Amount of time and effort to sell B. Cost of plans C. Percentage of commissions / affiliate fees D. Customer service provided by travel insurance company E. Ease and efficiency of claims process Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    8. 8. Poll Results Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    9. 9. Concerns About Travel Insurance • Amount of time and effort to sell – Dedicated licensed account manager – Easy-to-use booking tool for you and your clients • Simple and turn-key solutions for any size organization • Co-branded opportunities for every account – Our plans make the purchase process easier – Can be as simple as adding a banner ad to your website Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    10. 10. Concerns About Travel Insurance • Cost of plans – Aggressive pricing structure – No administrative fees • Commission is earned on entire purchase Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    11. 11. Concerns About Travel Insurance • Percentage of commissions / affiliate fees – View a running tally of your commissions – Competitive and timely commission payments – Equal commissions for policies purchased through web, phone, or mobile app Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    12. 12. Concerns About Travel Insurance • Customer service provided by travel insurance company – Highly-trained customer service staff – Dedicated account manager will help you support and build your brand Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    13. 13. Concerns About Travel Insurance • Ease and efficiency of claims process – Assigned claims people work with traveler throughout process – Online claims tracking – Easily download claims forms from website • Emailed forms directly to the claims department Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    14. 14. Customer Service & Claims The woman with whom I spoke made the process VERY easy. Great and easy service. I will use RoamRight again. I was really impressed when I called for information with the person on the phone. I felt like I was working with a friend. The live phone support/customer service is helpful and clear. No pushy sales pitches to step up the coverage to a different level. www.trustpilot.com/review/www.roamright.com Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    15. 15. In short… We treat your travelers the way you would treat them. Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    16. 16. What Agents Have To Say About Us Working with Roam Right has been a breeze. They have made it so easy. I have my own website portal that I can send to clients so that they can quote and book themselves, but I can also do it for them so I am able to appeal to every one of my clients. I also LOVE having an easy to get a hold of REAL PERSON! My direct contact… took the time to go over the product with me so that I understood it and was better able to help my clients. I have recommended RoamRight to several fellow travel agent friends and they have all had the same experience with RoamRight. One of them recently got to really test out the product when his flight was cancelled (after he was already on it) due to mechanical failure. RoamRight settled the claim quickly and efficiently. RoamRight contacted the airline directly for confirmation and he had his check within 10 days. Now that is service! Katina B. Wish you Were Here Vacations Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    17. 17. Exclusive Programs Pro Pro Plus Robust trip cancellation and travel medical insurance makes this plan suitable for most travelers. All of the benefits of Pro, plus medical insurance that serves as primary insurance and includes cancel for work reasons coverage. • Includes no time requirements for weather-related trip cancellation or interruption benefits • Pre-Existing condition look-back period shortened to 60 days • Free children: Up to 6 children who are under 18 and are related to the insured • Security and political evacuation included • Not available on RoamRight.com or through any other means Available only through travel professionals. Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    18. 18. Specialty Products Adventure Covers parachuting, bungee jumping, snowmobiling, scuba diving, snorkeling, jet skiing, water skiing, snow skiing, spelunking, parasailing, and snowboarding, and more. Active Coverage for pre-paid activities such as golf greens fees, equipment rentals, and lessons. You’ll also have higher benefits for personal effects to cover lost baggage and sporting equipment. Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    19. 19. Annual, Medical, and Evac. Plans Multi Trip Annual policy for frequent travelers with cancellation or medical only coverage. Medical This travel medical insurance can be customized to give you the level of coverage that you need when traveling abroad. Evacuation Evacuation to a higher level of medical care, return of mortal remains, medical escorts, return of minor child, and emergency medical reunion. Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    20. 20. Group Coverage • Enrollment is as easy as 1, 2, 3! 1. Download or request our enrollment spreadsheet. 2. Fill in required information for each traveler. 3. Upload the spreadsheet or email it to us. We’ll take care of the rest! Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    21. 21. Online Partner Portal Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    22. 22. Track Sales Production Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    23. 23. Prepare Client Quotes Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    24. 24. Track Client Claims Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    25. 25. Grow Your Brand Co-branded printed pieces explain the benefits of each type of travel insurance policy. Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    26. 26. Download Marketing Brochures Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    27. 27. Order Co-Branded Materials Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    28. 28. Access Banner Ads For Your Site Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    29. 29. Links To Your Co-Branded Website Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    30. 30. Co-Branded Website Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    31. 31. Mobile App Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    32. 32. Mobile App Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    33. 33. Mobile App Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    34. 34. Become a RoamRight Partner Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    35. 35. Become a RoamRight Partner Sign Up at: RoamRight.com/Partners Twitter: #TWTravIns
    36. 36. Questions? Thank you for your time. • Scott Walton SWalton@RoamRight.com 443-279-7340 • Lisa Minton LMinton@RoamRight.com 715-281-3783 www.roamright.com @roamright Sign Up at: www.RoamRight.com/Partners Twitter: #TWTravIns

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