CSA Insurance - GuestWisely Integration

Introduction

With the CSA Travel Insurance (by Generali Global Assistance) integration, GuestWisely users can offer guests optional travel insurance and damage protection directly during the booking process. This seamless setup enhances the guest experience by providing peace of mind against unexpected events such as trip cancellations, delays, medical emergencies, and property damage.

For property managers, it means added value, fewer disputes, and the ability to earn commissions on each policy  - automatically tracked and managed through the GuestWisely platform.

This integration is a simple, effective way to protect both your business and your guests.

How to integrate CSA Insurance with GuestWisely 

1. Enable CSA Insurance 

•  Navigate to the Account Settings > Manage Account > Account Administration >  Manage Bolt-ons.

• Locate CSA Insurance and click on Add+.

• Scroll down and update your subscription to reflect the change.

Note: CSA Insurance services are available only to clients based in the United States.

2. Initial Setup

• Go to Marketplace > CSA Insurance.
  
  

• If you’re new to CSA, visit their website to register for an account.

• If you already have an account, enter your CSA service credentials.

• Save your service details. Once saved, you’ll be able to offer CSA services to qualified guests.

For modifications after CSA has been enabled, contact support@guestwisely.io. Additional confirmation from CSA may be required if applying changes to existing reservations.

3. How to add CSA services to Bookings

• Open the Booking Editor for the specific reservation by double-clicking on the reservation.

• Go to the Manage tab and locate CSA Insurance. Select the CSA service(s) you'd like to apply.

• The charges and services will automatically appear in the left-hand summary panel.

Important Notes:

• Adding CSA services will automatically update the guest’s amount due.

• For coverage to become active, full payment of the CSA service is required.

• Until payment is completed, the policy is not valid, and guest coverage remains inactive.
  
  

4. Guest communication & reservation quotes 

• CSA Insurance details are automatically included in guest-facing communications such as [RESERVATION_QUOTE].

• When sending quotes via email, the full CSA policy is attached for transparency.
  
  

5. Booking experience on your Website 

During the final booking step, guests have the option to select CSA Insurance services.
If both CSA Insurance and a Damage Deposit are available, guests will be given a choice between the two.

Please note: CSA Insurance cannot be set as the default option, in compliance with CSA’s policies.

6. Using CSA with [BOOK_NOW] short code

Encourage guests to take advantage of CSA offerings by including the [BOOK_NOW] shortcode in your quotation emails.
 This allows guests to:

• Review their quotes

• Make updates

• Proceed with payment easily

CSA Reporting  

CSA services are automatically included in your periodic reports once the following conditions are met:

• The guest’s address is in the United States

• The CSA service has been fully paid.

• The associated property is also located in the U.S.

Reports can be accessed via Solution > Business Reports > CSA.