Travel Insurance Recommendation
An example workflow to recommend travel insurance and explain available options.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Recommend travel insurance options and explain the key coverage details clients should review.
- Travel insurance recommendation
- Coverage overview email
- Pre-departure protection recommendation
Fields your team can fill in
To
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Cc
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Subject
Travel Insurance Options for Your Destination Trip
Hi ClientFirstName,
As you prepare for your upcoming trip to Destination departing on DepartureDate, I wanted to share travel insurance options for your review.
Coverage can help with:
CoverageOptions
I've attached an overview, and you can also review additional information here: InsuranceLinkView Insurance Options
Let me know if you'd like help selecting a plan that's the best fit for your trip.
Best,
me::first_name
Workflow context
When to use this workflow
Use this workflow when recommending travel insurance or trip protection options before a client's departure.
What this replaces
This replaces manually drafting insurance recommendation emails, attaching overview documents by hand, and retyping destination, departure date, coverage options, and links.
Why teams standardize this email
Travel insurance emails need to be clear without overstating coverage. A workflow helps advisors present options consistently while leaving room for review and client-specific notes.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the travel insurance recommendation email in Outlook
- Prompts for client name, destination, departure date, coverage options, insurance link, and advisor name
- Adds a destination-specific subject line
- Can include the configured travel insurance overview attachment
- Keeps the draft editable before sending
FAQ
Does Toggles sell or bind travel insurance?
No. Toggles prepares the recommendation email. Insurance selection and purchase happen through your existing provider or process.
Can coverage options be customized?
Yes. The workflow includes selectable coverage options and the draft can be edited.
Can advisors include an insurance link?
Yes. The workflow includes an insurance link variable.
Part of a starter pack
Explore the Travel Starter Pack
Give travel advisors and operations teams a connected set of Outlook workflows for inquiries, planning, proposals, payments, trip documents, updates, and post-trip follow-up.
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
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Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.