Searching, booking, and adding insurance

Last updated: October 23, 2026

Search, book, and add insurance in Edvisor. Search > Insurance > International or OSHC Australia > criteria > Search; filter; Add to proposal (tentative price) or Buy Now (immediate purchase, agency pays net price with their card), tracked in Insurance Bookings (admin/permission-only). Also covers adding insurance within a proposal option (+ Add Insurance), adding student insurance from multiple providers (Guard.me, StudyInsured, TerraWind, OSHC) with automatic commission, booking groups/bulk (5+ students) via insurance ops, and sharing a payment link so students pay the provider directly (Student Pays).

Find insurance policies and book them as an intermediary on behalf of the student.

Searching and booking insurance

Two booking models

  • Book and pay yourself. Student pays the agency, agency pays the provider.
  • Share payment link. Student pays the provider directly. See the Sharing an insurance payment link section below.

This section covers the first model.

Search for insurance

  1. Go to Edvisor > Search > Insurance.
  2. Select International or OSHC Australia.
  3. Enter search criteria: start date, end date, age, client type, destination.
  4. Click Search.

Filter results

Use left-side filters to narrow until the right policy is found.

Add to proposal vs Buy Now

  • Add to proposal. Adds policy to an existing proposal. Student-facing price is tentative until purchase.
  • Buy Now. Proceeds with immediate purchase.

Book the policy (Buy Now)

  1. Click Buy Now.
  2. Enter student details (search existing or create new).
  3. Select Pay Now.
  4. Enter agency credit card details.

Important. Use the agency card, not the student's. The agency pays the provider's net price.

  1. Booking appears in Insurance Bookings to track status.

Permissions

Only admins and users with specific permissions can buy insurance.

Currency note

Insurance providers usually charge in their local currency (e.g. OSHC paid in AUD).

Adding insurance to a proposal

Add insurance directly within the proposals section, with accurate, up-to-date pricing from the Insurance Marketplace.

How to access

Open a proposal > Edit on a proposal option > scroll to Insurance > + Add Insurance.

Steps

  1. Pop-up appears with insurance options.
  2. Search and select the insurance.
  3. Click Add to Option to include in the proposal.
  4. Repeat for every proposal option as needed.

Why this is the recommended path

  • Accurate, up-to-date pricing.
  • Better search and proposal-building experience.
  • Direct access to all connected Insurance Marketplace providers.

Deprecated method

The older Insurance Add-ons feature is being phased out. Use the new in-proposal search instead.

Adding student insurance

Add insurance to any student proposal or booking with a few clicks.

How It Works

Insurance is built into the proposal and booking flow. When you build a proposal or create a sale, you can add insurance from multiple providers:

  • Guard.me — largest specialist student insurer
  • StudyInsured — international student coverage
  • TerraWind — travel assistance (strong in Latin America)
  • OSHC providers — mandatory health cover for students in Australia (Bupa, Medibank, CBHS, nib, ahm, Allianz Care)

Adding Insurance to a Proposal

  1. Open a proposal option
  2. Click Add Insurance
  3. Select the student's destination and dates
  4. Compare plans from available providers
  5. Select the plan and it's added to the option with pricing included

The student sees the insurance as part of their total proposal.

Adding Insurance to a Sale

Same process — open the sale, add insurance. Insurance can also be booked on its own without a program.

Searching Insurance Directly

Go to Search > Insurance to browse and compare insurance products independently.

Commissions

You earn commission on every insurance policy sold through Edvisor. Commissions are tracked automatically in your account.

OSHC (Australia)

If your student is going to Australia, they need Overseas Student Health Cover (OSHC). All six licensed OSHC providers are available in Edvisor. OSHC is required — students cannot get a student visa without it.

[Screenshot: Insurance comparison in proposal]

[Screenshot: Insurance search]

Booking insurance for groups or in bulk

For a group of students with the same dates, destination, and insurance product, request a bulk booking instead of booking each student individually.

When to use

  • 5+ students.
  • Same insurance product.
  • Same start and end dates.
  • Same destination.

If any vary, book individually through Insurance search.

How to request

  1. Get the Group Insurance Booking request form from the Edvisor account manager or insurance support.
  2. Submit with student list: names, dates of birth, nationalities, policy details.
  3. Edvisor insurance ops processes the booking.

What to expect

  • Group bookings have longer processing times than individual bookings. Check provider-specific times.
  • Each student receives their own policy document.
  • Commission is paid on the group total.

Sharing an insurance payment link

Let students pay for their own insurance directly while the agency still earns commission.

When to use

  • The agency prefers students to pay providers directly.
  • Local regulations or policies require direct student-to-provider payments.
  • The agency wants to avoid acting as an intermediary on insurance funds.

Generate the payment link

  1. Go to Edvisor > Search > Insurance.
  2. Select International or OSHC Australia.
  3. Enter search criteria.
  4. Click Buy Now on the preferred plan.
  5. Add an existing student or create a new one.
  6. Complete the form (student info, emergency contact).
  7. Scroll to the total amount.
  8. Select Student Pays.
  9. Click to generate the payment link.

Share the link

Set a due date for the URL to expire — students must pay before this date.

Two sharing options:

  • Copy Payment Link. URL to share via WhatsApp or any channel.
  • Email to Student. Send via Edvisor's email system.

What the student sees

The payment link shows:

  • Insurance plan details: coverage and cost.
  • Personal details linked to the policy.

Students can update most details directly. Cannot update: email, birthdate, nationality — those require admin updates from the agency's Edvisor.

Students pay via credit or debit card.

Confirmation

Once paid, the booking is confirmed automatically.