Hello Tully Agents:
The forms below are required for each of your clients who have booked a trip (whether or not they express interest in purchasing the insurance at this time). This form is crucial to making sure that the commission is appointed to the correct agent.
📌 Please Read Before Selecting a Form
To ensure accurate quoting and proper agent credit, it’s essential to choose the correct form 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, all travelers live together in same household | New Trip Booking Form |
| Booking a trip, and one person is paying for others in different households | Payee Booking Form |
| Increasing the trip cost of an existing policy (dates changes can be included) | Top-Up / Add-On Form |
| Changing travel dates (no price change) | Date Change Only Form |
| A Canadian resident with a Canadian address | Canadian New Trip Booking Form |
⚠️ Top 5 Mistakes to Avoid
- Using the wrong form (e.g. Payee vs. New Trip)
- Entering only the balance due instead of full trip cost
- Omitting parts of the trip (e.g. cruise + land)
- Inconsistent dates or costs vs. the original Tully booking
- Canadian citizens using U.S. forms
🧠 Pro Tip: Use This Shortcut Logic
New Trip?
→ One household, one policy → ✅ New Trip Form
→ Mixed households, one payer for multiple policies → ✅ Payee Form
Policy Change?
→ Just updating cost (this can include trip cost and dates)→ ✅ Top-Up Form
→ Just updating dates (no money involved) → ✅ Date Change Form
Canadian?
→ ✅ Use Canadian 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!
Please select the appropriate form:
NEW TRIP BOOKING FORM – This form is for new bookings. Everyone on one form lives in the same household and pays for their own policy.
PAYEE BOOKING FORM (PAID BY SOMEONE OTHER THAN THE TRAVELER) – This form is for groups that live in separate households, but one person is paying for everyone’s insurance, or an individual household is being purchased by someone other than the travelers.
TOP UP/ ADD ON FORM – This form is to increase the trip cost to an existing policy.
DATE CHANGE ONLY FORM – This form is for existing policies that need a date change only, no increase to the trip cost.
CANADIAN NEW TRIP BOOKING FORM – This form is for Canadian citizens with a Canadian address.
The Insure Your Luxury Travel team will notify you when the client purchases. If you have any questions feel free to email orders@insureyourluxurytravel.com. Our New Office number is 719-428-4502.