Worksheet
| Item | What to record | Your notes |
|---|---|---|
| Trip dates | Departure and return dates | Notes |
| First trip payment | Date of first deposit or booking | Notes |
| Trip cost | Prepaid nonrefundable cost by traveler | Notes |
| Travelers | Names, ages and state of residence | Notes |
| Destinations | Countries, cruise ports and important connections | Notes |
| Medical needs | Existing health coverage abroad, prescriptions, history questions | Notes |
| Activities | Any activity that needs policy verification | Notes |
| Priorities | Cancellation, medical, evacuation, delay, baggage, flexibility | Notes |
Before you rely on the checklist
- ☐ Use identical inputs for each quote.
- ☐ Save the quote summary and policy certificate.
- ☐ Record optional-benefit purchase conditions.
- ☐ Note underwriter and state-specific form when shown.