Start Here
Plan the partner onboarding journey, choose an integration path, and track responsibilities from access request through production readiness.
Use this guide to coordinate the partner journey before implementing an API, embedded quote, or hosted payment experience. Begin with the account configuration and integration materials supplied through the secure onboarding channel.
The Travel Insured Partner Portal is the authoritative integration specification for supported partner workflows. Follow the documented online flows, API contracts, and implementation examples when building your integration.
Choose an Integration Path
| Integration model | Quote and product experience | Purchase experience | Best fit |
|---|---|---|---|
| Product Quote Card: Expedited Embedded | Travel Insured's dynamic Product Quote Card inside your site | Pay Now sends the customer into the Travel Insured purchase experience | Fastest embedded onboarding without building the full insurance-shopping and purchase UI |
| Product Quote Card: Hybrid Embedded | Travel Insured's dynamic Product Quote Card inside your site | Partner handles selectedPlan and coverageChanged, then continues through an approved downstream flow | Embedded product shopping with more partner control after selection |
| Direct GraphQL API | Partner-owned UI and orchestration | Partner-owned approved quote-to-purchase flow | Maximum customization and workflow control |
| Hosted Payment | Partner-owned upstream experience | Travel Insured-hosted payment entry and processing | Partners that own more of the purchase flow but do not collect payment details directly |
Start with the Product Quote Card guide for either embedded model, the API Integration Guide for Direct GraphQL, or the Payment Integration Guide for Hosted Payment.
The Product Quote Card renders available plans, pricing, coverage details, and supported optional coverages without requiring the partner to build that product-shopping UI. Expedited Embedded stops being a partner-owned GraphQL workflow after the card hands the customer to the Travel Insured purchase experience. Hybrid Embedded instead treats component events as untrusted selection signals and continues through server-side validation and the approved API or payment workflow.
Onboarding Process
Get Started with Account Management
Steps 1 through 3 are the primary onboarding steps and are managed through Account Management. To get started, contact your Travel Insured Account Manager and provide the journey and contact details requested in Steps 1 and 2. Your Account Manager will begin the access process in Step 3 and guide the onboarding process from there.
| Step | Partner responsibility | Onboarding deliverable | Input | Output | Required status |
|---|---|---|---|---|---|
| 1. Select journey | Identify customer flow and integration path | Review proposed capability fit | Business flow and channel | Agreed integration path | Decision recorded |
| 2. Name contacts | Provide product, engineering, QA, security, and operations contacts | Provide partner support contacts | Contact list | Working communication path | Owners assigned |
| 3. Begin onboarding | Confirm the needed environment and access scope with your Account Manager | Initiate access and issue apiToken, accessKey, and account-specific configuration | Partner identity and requested scope | Account-specific access package | Access issued |
Implementation and Launch
After Account Management begins Step 3, continue through the implementation, testing, and launch steps below with the assigned Travel Insured contacts.
| Step | Partner responsibility | Onboarding deliverable | Input | Output | Required status |
|---|---|---|---|---|---|
| 4. Configure securely | Store apiToken and accessKey in an approved secret store | Credential handling requirements | Issued values | Server-side configuration | No secrets in source or browser |
| 5. Prove connectivity | Send the documented connectivity request from the partner backend with synthetic data | Support access troubleshooting | Configured endpoint and credentials | Successful authenticated response | Connectivity verified |
| 6. Implement quote | Map user input to the selected quote contract | Product-specific requirements | Synthetic trip and traveler data | Quote identifier and products | Quote flow verified |
| 7. Implement handoff or purchase | Configure Expedited Pay Now, Hybrid event handling, or an API-owned purchase flow | Enabled handoff, payment, and finalization mode | Selected quote/product | TII handoff, issued plan, or staged purchase | One completion path verified |
| 8. Handle failures | Apply documented validation, retry, and logging controls | Product-specific failure semantics | Correlation data and safe diagnostics | Actionable errors without sensitive data | Negative paths tested |
| 9. Complete testing | Execute functional, security, accessibility, and operational checks; remediate findings | Review the submitted readiness evidence and record the Travel Insured decision | Sanitized evidence package | Joint readiness record | Blocking findings resolved |
| 10. Launch and operate | Deploy approved configuration, run partner smoke checks, monitor, and retain rollback authority | Provision and activate approved production endpoints, credentials, origins, account capabilities, and support path | Joint cutover plan and approved release | Verified production integration | Joint launch decision recorded |
Configure Environments & Credentials, follow the guide for your selected integration path, complete Testing & Certification Readiness, and use Production Readiness for the joint launch decision.