Coach Atlas
Coach Atlas is not just about insurance. It builds the full departure file for every traveller: entry requirements, health, practical tips and real coverage. You advise with facts, you hand over a PDF, and you offer the quote that's missing. All on a single screen.
Two winners
The same briefing serves two interests at once: your client's peace of mind, and your agency's revenue.
The right entry requirements, the right vaccines, the right coverage, gathered and explained. They leave with a clear document, and the feeling of having been advised rather than sold to.
The briefing does not just reveal an insurance gap. It surfaces everything you can offer on top, with the words to sell it.
The problem
Your agents know the destination, but not always the visa required, the recommended vaccines, or what the client's card actually covers. The result: incomplete advice, the "I'm already covered" objection that stalls the sale, and travellers who discover the gaps once they've landed.
Visa, electronic authorization (ESTA, eTA), passport validity, required vaccines: each of these has to be checked destination by destination, and they are almost never all covered at the moment of booking.
The line that kills the insurance sale. Except the caps are low, the exclusions many (adventure sports, COVID, long stays), and the cardholder only finds out at claim time. Without proof, the agent has nothing to counter with.
Currency, international driving permit, eSIM, customs, emergency contacts: the right advice exists, but it's scattered, never written down, and rarely handed to the client. Nothing to leave in their hands, nothing that prompts them to buy.
A complete briefing
Coach Atlas combines the traveller's profile (residence, destinations, type of trip) with up-to-date data, and produces a structured pre-departure briefing, ready to walk through with the client.
Visa, electronic authorization, passport validity: what needs doing before departure, destination by destination. Reference data, dated and sourced, right in the briefing.
The card's real coverage, line by line, with the actual caps and the actual exclusions. And above all: what's missing, and the product that fills it.
Required and recommended vaccines, international driving permit, currency and payment, eSIM and plug type, customs, pets. The memo a good agent would give from memory, written down.
Embassy, details and numbers on the ground. The traveller leaves with the essentials in their PDF, and your name at the top of the document.
How it works
Residence, one or more destinations, type of trip (group travel, long stay, high-risk activity). Add the bank card by name or by the 6 digits of the BIN, or skip the card entirely.
Entry requirements, health, practical tips and insurance analysis are brought together in seconds, with a score per section and the list of things to sort out before departure.
Walk through the checklist with the client, hand over the PDF on your letterhead, and offer the quote that fills the gaps: the Quote Tool opens pre-filled, or your own policy if it's set up.
Preview
Traveller from Canada · long stay
Thailand
To sort out before departure
The briefing at a glance
$5M emergency medical + repatriation + baggage: exactly what the card caps or leaves out.
The sales assistant
Every coverage gap becomes a ready-to-use argument, ranked by strength. The agent no longer improvises: they read from the script.
For each weakness: the fact, the card's real cap, and a quote from the policy terms. Verifiable data, not a hunch.
Coach phrases the pitch for the counter: "here's what to say." The agent reads it, the client understands, the conversation moves forward.
"I'm already covered," "it's too expensive": for each common objection, Coach gives the answer ready to deliver, backed by the facts in the briefing.
"Most travellers to this destination aren't covered enough on this item." The gap becomes concrete, and so does the urgency.
→ And once the client is convinced: one click opens the pre-filled quote, or your own policy. From diagnosis to sale, with no re-keying.
The insurance section, in depth
The insurance analysis goes beyond the trip itself. Coach reviews every protection included in your client's card, with the real amount for each one.
Trip cancellation, transport delay, baggage delay and loss, trip interruption, civil liability, repatriation, emergency medical abroad, death/disability, and cash advance.
Ski pass and lesson reimbursement, equipment theft or breakage, search and rescue fees (on-piste and off-piste), medical costs at the resort, ski civil liability.
Damage to the rental vehicle, vandalism, vehicle theft, theft of personal effects inside the vehicle. With or without deductible waiver depending on the card.
Purchase protection against theft and breakage, bank fraud coverage, loss of ID documents, glasses, keys or phone replacement.
What you get
The full briefing prints in one click, clean, without the tool's controls. You hand it to the client: a premium deliverable that carries your brand.
From each gap, the Quote Tool opens pre-filled with the residence and the destination. Or your own policy, if you've set one up.
Close to 200 destinations covered, with a traveller profile adapted to the market. For a card outside the catalogue, a typical profile by network and tier takes over.
Bank/card selection, or the 6 digits of the BIN that identify only the card product, never the holder. Nothing personal is transmitted or stored.
Network banks, online banks, neobanks, American Express. Entry, Premium, Infinite, World Elite: every tier is covered.
A score per section, a list of priorities before departure, checkboxes the agent confirms with the client. The conversation is structured end to end.
Use cases
Your agents open the pre-departure briefing during the sales conversation: entry requirements, health, insurance, it's all there. The "I'm already covered" objection has its answer in 10 seconds, and the client leaves with a PDF in your name.
Integrate the BIN check into your checkout via the API. When the traveller pays with their card, Coach surfaces the gaps and offers the add-on. Attach rate optimized, with no added friction.
Use Coach Atlas to create concrete content: analyze the most common cards and destinations in your audience, show what isn't covered, recommend the right plan. Useful content that converts.
Add the pre-departure briefing as a native module to your quoting tool. Your users access the full analysis without leaving your interface. A premium capability that sets your product apart.
What partners ask before getting started.
No. It's a complete pre-departure briefing: entry requirements, health, practical tips and insurance analysis, brought together on a single screen. The card is even optional: you can prepare a briefing for a trip with no card at all.
From recognized industry reference sources, dated and cited right in the briefing. Each section shows its update date and stays informational: the details should be confirmed with the official authorities before departure.
Yes, in one click. The briefing prints to a clean PDF, on your letterhead, without the tool's controls. A deliverable the traveller keeps, and that carries your brand.
Bank/card selection requires no sensitive data. If you use the BIN (the first 6 digits visible on the front), that code identifies only the network and card product, not the client. No personal data is transmitted or stored.
Yes. The briefing covers close to 200 destinations, with a traveller profile adapted to the market. For a card outside the catalogue, a typical profile by network and tier takes over. The detailed card database is centred on cards issued in Canada, and is expanding to other markets.
Coach Atlas is available in your Atlas dashboard from the moment you join the partner program. Sign up, access your account, and Coach Atlas is in the main menu.
No. Coach Atlas is a sales support tool: it provides factual data on entry requirements, health, and a card's real coverage. You still advise and close, with facts to back you up rather than intuition. The advice stays human; Coach Atlas makes it objective.
Questions? Contact us
Partner feedback
What agencies, networks and platforms see once the pre-departure briefing is part of their sale.
Before, we'd raise the insurance question and get back an "I'm already covered." Now we open the briefing, show the gaps in black and white, and the client gets it in thirty seconds. We sign a lot more.
Independent travel agency
Canada
The briefing opened up sales we weren't making: the eSIM, visa assistance, the international driving permit. It's all on the same screen, the agent just walks the client through it.
Tour operator network
Head of distribution
The PDF handed over at the end of the meeting, on our letterhead, has become our signature. The traveller leaves with it, and comes back quoting it.
Online booking platform
Head of product
Available now
Join the partner program and access Coach Atlas as soon as you're approved. Prepare a first briefing on your own cards and destinations before using it with clients.
