📌 Please Read Before Selecting a Form

To ensure accurate quoting and proper agent credit, please choose the form that matches
your client’s situation and provide complete details. Using the wrong form or entering
partial trip info can cause delays or errors.

✅ Which Form Should I Use?

If your client is…	Use this form
Booking a new trip and everyone on the policy lives in the same household	New Trip Booking Form
Booking a trip where one person is paying for others in different households	Payee Booking Form
Making any change to an existing policy (add-on/top-up, date change, resend policy, correct name or DOB, update trip details, etc.)	Policy Change / Service Request Form
A Canadian resident or any non-U.S. resident with a non-U.S. mailing address	Canadian / International New Trip Booking Form

⚠️ Top 5 Mistakes to Avoid

• Using the wrong form (e.g., Payee vs. New Trip vs. Policy Change)
• Entering only the balance due instead of the full total trip cost
• Omitting parts of the trip (e.g., cruise + land, pre/post stays, internal flights)
• Inconsistent dates or costs compared to the original Tully booking
• Canadian or non-U.S. residents using U.S. forms instead of the Canadian / International form

🧠 Pro Tip: Use This Shortcut Logic

New Trip?
→ One household, one policy → ✅ New Trip Form
→ Mixed households, one payer for multiple travelers → ✅ Payee Form

Existing Policy?
→ Add trip cost, change dates, resend policy, correct traveler info, or any other update
→ ✅ Policy Change / Service Request Form

Canadian or non-U.S. resident?
→ ✅ Canadian / International New Trip Booking Form

Need help filling out a form?
Step-by-step walkthroughs are coming soon via Scribe for each form.
Email orders@insureyourluxurytravel.com
if you have any questions. Thank you!