Coach Atlas
Coach Atlas is more than insurance. It builds the full departure file for every traveler: 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 one screen.
Two winners
One briefing serves two interests at once: your client's peace of mind, and your agency's revenue.
The right paperwork, the right vaccines, the right coverage, gathered and explained. Your client leaves with a clear document and the feeling of having been advised rather than sold to.
The briefing doesn't 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 really covers. The result: incomplete advice, the "I'm already covered" objection that blocks the sale, and travelers who discover the gaps once they're on the ground.
Visa, electronic authorization (ESTA, eTA), passport validity, required vaccines: all points that must be checked destination by destination, and are almost never all covered at booking time.
The line that kills the insurance sale. Except the caps are low, the exclusions are many (skiing, COVID, long stays), and the cardholder only finds out at claim time. With no proof, the agent has nothing to push back 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 behind, nothing that makes them want to buy.
A complete briefing
Coach Atlas cross-references the traveler's profile (residence, destinations, trip type) with up-to-date data, and produces a structured pre-trip briefing, ready to walk through with the client.
Visa, electronic authorization, passport validity: what to do before leaving, 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 power outlets, customs, pets. The memo a good agent would give from memory, written down.
Embassy, local contacts and numbers. The traveler leaves with the essentials in their PDF, and your name at the top of the document.
How it works
Residence, one or more destinations, trip type (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 come together in seconds, with a score per section and the list of things to sort out before departure.
Walk the checklist with the client, hand over the PDF with 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
US traveler · long stay
Thailand
Sort out before departure
The briefing at a glance
$500K 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 just walk through it.
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 gets it, the conversation moves forward.
"I'm already covered," "it's too expensive": for every common objection, Coach hands you the ready answer, backed by the facts in the briefing.
"Most travelers to this destination aren't covered enough on this line." The gap becomes concrete, and so does the urgency.
→ And when the client is convinced: one click opens the pre-filled quote, or your own policy. From diagnosis to sale, with no re-entry.
The insurance section, in depth
The insurance analysis goes beyond travel. Coach reviews every protection included in your client's card, with the real amount of 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, with none of the tool's controls. You hand it to the client: a premium deliverable that carries your brand.
From every gap, the Quote Tool opens pre-filled with the residence and destination. Or your own policy, if you've set one up.
Close to 200 destinations covered, with a traveler profile tuned to the market. For a card outside the catalog, a standard profile by network and tier takes over.
Bank/card selection, or the 6 BIN digits that identify only the card product, never the cardholder. 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 validates with the client. The conversation is structured end to end.
Use cases
Your agents open the pre-trip 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 traveler pays with their card, Coach surfaces the gaps and offers the add-on. Attach rate optimized, 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-trip briefing as a native module to your quoting tool. Your users access the full analysis without leaving your interface. A premium capability that differentiates your product.
What partners ask before getting started.
No. It's a complete pre-trip briefing: entry requirements, health, practical tips, and insurance analysis, gathered on one screen. The card is even optional: you can build a briefing for a trip with no card at all.
From industry reference sources, dated and sourced right 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, with your letterhead, none of the tool's controls. A deliverable the traveler keeps, and one 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 traveler profile tuned to the market. For a card outside the catalog, a standard profile by network and tier takes over. The detailed card database is richest for its home market and is expanding to others.
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 the 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-trip briefing is built into their sale.
Before, we'd raise insurance and get hit with "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 close a lot more.
Independent travel agency
United States
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, with our letterhead, has become our signature. The traveler leaves with it, and comes back citing it.
Online booking platform
Head of product
Available now
Join the partner program and access Coach Atlas as soon as you're approved. Build a first briefing on your own cards and destinations before using it with clients.
