Resources

Insurance vs a multi-ancillary shelf: builder checklist

By Loris Mazloum

If your agent can already call an insurance quote, the next product question is whether insurance stays a silo—or becomes the first tool on a multi-ancillary shelf.

Enter your work email to get the one-page checklist (PDF).

What the checklist helps you decide

Deep links convert poorly inside chat. Separate aggregator keys multiply incident response. A shelf with one auth model lets the agent package “ready for the layover” without leaving the thread.

Further reading:

Sources

Not insurance, legal, or financial advice. Supplier products differ.

Questions

Who is this checklist for?
Product and engineering teams at AI travel agents, OTAs, and travel tech firms that already sell or quote travel insurance and are deciding whether other ancillaries belong in the same agent session.
Is the PDF access-controlled?
The email gate collects an address and opens a thank-you page with the download link. In v1 the asset URL is still publicly reachable—treat it as lead capture, not DRM.
Does this replace insurance advice?
No. It is an integration and product-scope checklist, not coverage recommendations.

Email the file

Leave a work address. The thank-you page has the download. Mail is not sent until an ESP is connected.

PUBLIC_LEAD_GATE_URL is empty, so submitting only opens the thank-you page. Set it and rebuild when an ESP is chosen.