Estimate premium using configured PA & Travel rate tables.
Select a configured rate, review the estimate, then continue to customer documents.
Quote inputs
Rates are maintained by Charis.
Quote result
Estimate only. Verify against the latest insurer source before binding.
Calculated duration: 5 days, inclusive of start and end date.
Etiqa
Verify against the latest insurer source before use.
Duration band matched
1-5 days
Base premium
RM 38.00
Stamp duty
RM 10.00
Service tax
RM 2.28
Total premium
RM 50.28
Rate version
draft-v1 · 2026-07-01
Sales Opportunities
Compare better cover options and suggested next products for this customer.
Current Plan
RM 50.28
| Available upgrades | Premium | Potential sales increase |
|---|---|---|
| Deluxe | RM 71.48 | +RM21.20 |
| Premier | RM 92.68 | +RM42.40 |
Current sale
RM 50.28
Best available upgrade
RM 92.68
Potential increase
+RM42.40
Upgrade cover
Increase sale by +RM21.20
Better cover for medical, baggage, travel delay or stronger protection.
Compare upgradeBest protection option
Increase sale by +RM42.40
Useful for overseas trips or customers who want broader protection.
Compare best optionFamily plan check
Ask whether spouse, children or parents are travelling together.
Annual travel check
If the customer travels more than twice a year, compare an annual travel option.
Cross-sell product
Travel insurance covers this trip. PA can protect the customer throughout the year.
View PA productsCustomer Talking Points
“Based on your trip duration and destination, this option matches the current selection. I recommend comparing the higher cover options because the additional premium may be small compared to the extra protection. For this quote, the next cover option is about RM 21.20 more.”
Next step
The case keeps the selected plan, premium and rate version, and tracks the customer details, prepared PDF and submission readiness.
Save the quote into a case first — the travel form and prepared PDF are managed from the case.
