Coach Atlas
Coach Atlas is not just about insurance. It prepares each traveller's full departure file: entry requirements, health, practical tips and real cover. You advise with facts, you hand over a PDF, and you propose the quote that's missing. All on one screen.
Two winners
The same briefing serves two interests at once: your client's peace of mind, and your agency's revenue.
The right formalities, the right vaccinations, the right cover, gathered and explained. They leave with a clear document, and the sense of having been advised rather than sold to.
The briefing doesn't just reveal an insurance gap. It surfaces everything you can propose on top, with the words to sell it.
The problem
Your agents know the destination, but not always the visa required, the vaccinations recommended, or what the client's card really covers. The result: incomplete advice, the 'I'm already covered' objection that blocks the sale, and travellers who discover the gaps once they're on the ground.
Visa, electronic authorisation (ESTA, eTA), passport validity, required vaccinations: all points that have to be checked destination by destination, and are almost never all covered at the time of booking.
The line that kills the insurance sale. Except the caps are low, the exclusions many (skiing, 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 formalised, and rarely handed to the client. Nothing to leave behind, nothing that makes them want to buy.
A complete briefing
Coach Atlas cross-references the traveller's profile (residence, destinations, type of trip) with up-to-date data, and produces a structured pre-departure briefing, ready to run through with the client.
Visa, electronic authorisation, passport validity: what to sort out before leaving, destination by destination. Reference data dated and sourced in the briefing.
The real cover on the card, line by line, with the actual caps and the actual exclusions. And above all: what's missing, and the product that fills the gap.
Required and recommended vaccinations, international driving permit, currency and payment, eSIM and plug type, customs, pets. The memo a good agent would give from memory, formalised.
Embassy, contact 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 carry on without a card.
Formalities, health, practical tips and the insurance analysis are brought together in seconds, with a score per section and the list of things to sort out before departure.
Run through the checklist with the client, hand over the PDF on your letterhead, and propose the quote that fills the gaps: the Quote tool opens pre-filled, or your own policy if it's been configured.
Preview
United Kingdom traveller · long stay
Thailand
To sort out before departure
The briefing at a glance
£5m emergency medical plus repatriation and baggage: exactly what the card caps or leaves out.
The sales assistant
Every cover gap becomes a ready-to-use argument, ranked by strength. The agent no longer improvises: they just run through it.
For each weakness: the fact, the card's real cap, and a quote from the policy wording. 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 on.
'I'm already covered', 'it's too expensive': for every common objection, Coach supplies the ready answer, backed by the facts in the briefing.
'Most travellers to this destination aren't sufficiently covered on this point.' 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 isn't limited to travel. Coach reviews every protection included in your client's card, with the real amount for each.
Cancellation, transport delay, baggage delay and loss, trip curtailment, personal liability, repatriation, emergency medical abroad, death/disability, cash advance.
Ski pass and lesson reimbursement, equipment theft or breakage, search and rescue costs (on-piste and off-piste), medical costs at the resort, ski personal liability.
Damage to the hire vehicle, vandalism, vehicle theft, theft of personal effects inside the vehicle. With or without excess waiver depending on the card.
Purchase protection against theft and breakage, bank fraud cover, loss of ID documents, replacement of glasses, keys or phone.
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 configured one.
Close to 200 destinations covered, with a traveller profile tailored 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.
High-street banks, digital banks, neobanks, American Express. Entry, Premium, Infinite, World Elite: every tier is covered.
A score per section, a list of priorities before departure, tick boxes the agent confirms with the client. The conversation is structured from start to finish.
Use cases
Your agents open the pre-departure briefing during the sales conversation: formalities, 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 on your letterhead.
Integrate the BIN check into your checkout via the API. When the traveller pays with their card, Coach surfaces the gaps and proposes the top-up. Attach rate optimised, with no added friction.
Use Coach Atlas to produce concrete content: analyse your audience's most common cards and destinations, 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 feature 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 an insurance analysis, brought together on one screen. The card is even optional: you can prepare a briefing for a trip with no card at all.
From industry reference sources, dated and sourced directly in the briefing. Each section shows its update date and stays indicative: the information 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 one that carries your brand.
Bank/card selection needs 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 tailored to the market. For a card outside the catalogue, a typical profile by network and tier takes over. The detailed card database is richest in France and is expanding to the other markets.
Coach Atlas is available in your Atlas dashboard from the moment you join the partner programme. 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 formalities, health and a card's real cover. You still advise and close, with facts to back you up rather than a hunch. 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 insurance and get an 'I'm already covered'. Now we open the briefing, show the gaps in black and white, and the client understands in thirty seconds. We sign a lot more.
Independent travel agency
United Kingdom
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 runs through it with the client.
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 programme and access Coach Atlas as soon as you're approved. Prepare a first briefing on your own cards and destinations before using it with your clients.
