Client Experience Portal

#pipclients

Welcome to the Client Experience Portal! Here, you can set up a consult with Sarah, securely upload any passports or documents needed for travel, fill out a traveller profile with updated info (addresses, names, etc), sign a covid-19 waiver, and get information on travel insurance.

Client Engagement Questionnaire

Please fill out the client engagement questionnaire so we can make sure your next trip is exactly what you are looking for.

Secure Document Upload Center

Please upload all necessary documents here for your upcoming trip.

Credit Card Authorization Form

Please fill out the Credit Card Authorization Form for our records.

Leisure Travel Profile

Please fill out your travel profile for our records on all upcoming travel plans

Covid-19 Travel Waiver Form

Please fill out the Covid-19 Travel Waiver form for our mutual records on your upcoming trip.

Travel Insurance

Please visit our travel insurance page to learn about how you can help protect your investment as well as fill out the insurance decline form if you do not want to take travel insurance out on your upcoming trip.