Travel quote journey

Start with destination and trip details. Share contact details when you choose to continue.

The travel journey should move from destination, dates, traveller profile, and trip purpose into quote comparison, visa-aware checks, verification, and traveller-detail submission.

Journey type

Travel cover

Quote focus

Destination, dates, traveller type

Current state

Quote request ready

Shared journey backbone

How this product uses the common flow

risk

Eligibility And Risk

Collect the minimum inputs needed to classify the journey.

quote

Quote Results

Show available, partial, and unavailable insurer responses.

verification

Verification

Capture mobile/email and complete OTP only when proceeding.

proposal

Proposal Draft

Turn the selected quote into a proposal-ready record.

payment

Payment

Support direct payment and agent-generated payment-link flows.

Schema-driven quote inputs

Product-specific fields

2/9 required

Step 1 / risk

Trip Details

Capture destination and traveller context for plan matching.

form

Step 2 / verification

Contact Verification

Capture contact details when the customer chooses to continue.

form

Step 3 / proposal

Traveller Details

Capture traveller identity fields after plan shortlist.

form

Step 4 / payment

Payment Preference

Choose how payment should be handled after proposal review.

action

Complete the required fields to save a backend journey draft.

Journey snapshot

Travel Insurance

Trip Details1/5
Contact Verification0/2
Traveller Details0/3
Payment Preference2/2

Canonical draft

{
  "product": "travel",
  "roleMode": "customer",
  "currentState": "quote_requested",
  "values": {
    "travel.destination": "",
    "travel.startDate": "",
    "travel.endDate": "",
    "travel.travellers": "",
    "travel.purpose": "leisure",
    "contact.mobile": "",
    "contact.email": "",
    "proposal.primaryTravellerName": "",
    "proposal.passportNumber": "",
    "proposal.emergencyContact": "",
    "payment.mode": "direct_customer_payment",
    "payment.channel": "whatsapp"
  }
}

Product highlights

What matters in this quote flow

Trip-first input

Destination, dates, and traveller type should drive the first quote request.

Visa-aware comparison

Coverage limits, deductible, and destination-specific rules belong in the comparison and review stage.

Traveller details later

Passport, emergency contact, and final traveller information should come after quote selection.

Lead capture foundation

Proceed when the user is ready

The first reusable quote engine still respects the value-first rule. This form becomes relevant when the user wants to continue the journey.

Quote starter

Start a travel quote

Share destination and trip dates so the comparison can focus on the right travel cover.

Visa or destination-specific rules can be checked after the first step.