Partner travel agents submit trip details through a short form; our automation rates the policy, sends a payment link, issues the documents, and delivers everything to the traveler on WhatsApp — the entire cycle done in about 60 seconds.
Typical results
+38%
Partner policy volume
14 hrs/wk
Back-office time saved
24/7
Issuance availability
Figures reflect typical results for this kind of automation.
The challenge
Every policy request from a partner agency arrived by phone or email. Staff re-typed trip details into the rating system, sent quotes back, chased payment, and emailed documents hours later — often after the traveler had already boarded. Partners lost sales at the counter, and the agency's back office spent entire days on manual issuance.
Before and after
Time to issue a policy
−99%Partner policies per month
+38%Back-office issuance work
−88%The automation
We built a branded form for partner agents that captures traveler, destination, and dates. A Make scenario rates the policy against the agency's price tables instantly, generates a secure payment link, and texts it to the traveler. The moment payment clears, the system issues the policy in the carrier platform, produces the certificate PDF, and delivers it on WhatsApp — with a copy filed to the CRM and the partner notified.
How it works
- 01
Agent submits trip
The partner agent fills a 60-second form: traveler details, destination, dates, and coverage level.
- 02
Instant rating
A Make scenario prices the policy against the agency's rate tables the moment the form lands.
- 03
Payment by link
The traveler receives a secure payment link on their phone and pays in two taps.
- 04
Policy issued
Payment confirmation triggers issuance in the carrier platform and generates the certificate PDF.
- 05
Delivered instantly
Documents land on the traveler's WhatsApp, the partner is notified, and the CRM logs the sale.
Starts from
- Trip details form
- Partner agents
Delivers
- Payment link
- Policy on WhatsApp
- CRM record
The impact
Policies go from form to traveler in about 60 seconds instead of hours. Monthly partner-issued volume typically climbs from around 340 to 470 policies, back-office issuance work falls from 16 hours a week to two, and instant issuance becomes a strong pitch to new partner agencies.
Questions about this automation
What does the partner agent need to enter?
The partner fills in a short form with traveler details, destination, travel dates and coverage level, which takes about a minute at the counter. Everything after that, from pricing to delivery of the policy documents, runs automatically without anyone at the agency touching the request.
How is the policy priced and paid?
A Make scenario rates the policy against the agency's rate tables as soon as the form is submitted. The traveler then receives a secure payment link on their phone and pays in a couple of taps. When payment is confirmed, the flow issues the policy in the carrier platform and generates the certificate PDF.
Where do the policy documents and records end up?
The certificate is sent to the traveler on WhatsApp, the partner agent is notified that the sale is complete, and the CRM logs the policy with its payment details. Because it links a form, payments, the carrier platform, WhatsApp and the CRM, it is a multi-step build, usually rolled out in stages.