Advisory, coordination, and compliance, so you can operate with confidence.
Advise on coverage, COIs, waivers, and compliance roadmaps for safe, audit-ready activations.
We coordinate and advise on insurance requirements and liability coverage for hosted events, FAM trips, and trade activations, helping your brand stay protected and compliant in every region. Our role is to translate complex insurance and contractual language into clear action, align stakeholders, and ensure the right documentation is in place before you go live.
Scope Clarification: Marketing for Travel provides coordination and advisory services only. We are not an insurance broker or legal counsel and do not issue policies, provide legal opinions, or perform on‑ground operations. We create the roadmap and coordinate with your appointed professionals.
What We Offer
- Risk Mapping & Requirements Matrix — Identify exposures by activity, venue, transport, and jurisdiction; outline required/typical coverages and recommended limits for hosts, vendors, and participants.
- Coverage Coordination (Advisory) — Work with your broker/insurer to align policies (e.g., General Liability, Professional Liability, Auto/Transport, Workers’ Comp, Event Cancellation/Postponement, Travel/Medical, Participant Accident, Cyber for registrations).
- COI & Endorsement Management — Set up a Certificate of Insurance tracker; collect COIs; verify additional insured, primary/non‑contributory wording, and waivers of subrogation where applicable.
- Contracts & Compliance Review (Operational) — Standardize hold harmless/indemnity clauses, minimum insurance thresholds, venue riders, and vendor obligations; flag variances for your legal team.
- Participant Waivers & Disclosures — Provide waiver templates and informed consent language tailored to activities (site visits, boating, desert/4×4, hiking, water sports), including image/likeness and medical disclosures.
- Crisis & Incident Protocols — Draft emergency contacts, escalation trees, incident report forms, and media guidelines; align who notifies whom and within what timeframe.
- Documentation Hub — Centralize COIs, waivers, vendor contracts, permits, and SOPs; maintain version control and access rights for stakeholders.
How We Work
- Discovery & Risk Profile: Clarify event scope, locations, activities, headcount, partners, and regulatory environment.
- Coverage & Contract Alignment: Coordinate with your broker and legal to confirm coverages, limits, endorsements, and contract language.
- Compliance Build: Create the requirements matrix, waiver set, COI checklist, and vendor/venue guidance; prepare comms templates.
- Pre‑Launch Readiness: Conduct a documentation audit, close gaps, and sign off on launch readiness with a red/amber/green dashboard.
- Post‑Event Close & Learnings: Archive docs, log incidents (if any), and capture improvements for the next activation.
Advisory Coverage Types (Examples)
- General Liability (GL) and Excess/Umbrella
- Professional Liability / Errors & Omissions
- Automobile / Hired & Non‑Owned Auto
- Workers’ Compensation / Employers’ Liability
- Event Cancellation/Postponement (weather, force majeure)
- Travel/Medical, Evacuation & Participant Accident
- Property/Equipment & Inland Marine (gear, booths, displays)
- Cyber Liability (registrations, payment pages, PII)
Templates & Tools Provided
- COI Tracker & Requirements Matrix (editable spreadsheet)
- Waiver & Release templates (participant, media consent, medical disclosure)
- Vendor & Venue Insurance Addendum (baseline language for review by counsel)
- Incident Report Form and Crisis Escalation Tree
- Pre‑Launch Readiness Checklist (RAG dashboard)
Outcomes We Aim For
- Verified coverage and endorsements before contract execution
- 100% COIs collected and validated prior to load‑in/arrival
- Signed waivers on file for all participants and talent
- Clear crisis protocols and roles acknowledged by stakeholders
- Audit‑ready documentation hub for compliance and partner reviews
Operate boldly, with the right protections in place—backed by clear documentation and coordinated stakeholders.