Tech Update 3/20/25: See below issue dated 8/27/24. The provider has let us know that the date format change is on their backlog, but at this time, their resources are still tied up with their company transition. Until then you will need to correct the dates after the import.
Tech Update 8/27/24: After the import, some of the dates have had the month/day numbers reversed. Travel Guard has been notified, and they have let us know that they are working on the fix. Until then you will need to correct the dates after the import.
Tech Update 11/11/24: The AIG Travel Guard provider has changed its name to Travel Guard Advisor Connect. You can edit the provider entry in this way:
ClientBase Windows: Click on Utilities > Live Connect Providers. Then find the AIG Travel Guard entry to modify the name. If you have ClientBase Windows/ClientBase Online sync, the name must be changed in ClientBase Windows, and then the change will sync to ClientBase Online.
ClientBase Online Standalone: Go to Tools > Settings. The setting for the Live Connect Provider setup is in the right column. Click on the link and you will see the list of providers.
Skip To:
Live Connect Features supported by Travel Guard Advisor Connect
ClientBase Windows
ClientBase Online
Travel Guard Advisor Connect supports the following Live Connect features if checked:
Travel Guard Advisor Connect for ClientBase Windows
To use Live Connect to purchase insurance with Travel Guard, you must be an existing Travel Guard Advisor Connect partner. For more information, please call 866-729-5215 M-F 7AM-6PM CT eSupport@travelguard.com
Set Up Travel Guard Advisor Connect (Windows or Windows/Online sync)
Create New Travel Guard Advisor Connect Reservation (Windows)
Import Existing Reservation Made Outside of ClientBase (Windows)
Set Up Travel Guard Advisor Connect (Windows or Windows/Online sync)
Upon receiving your login credentials from Travel Guard Advisor Connect, take the following steps to set up ClientBase for Live Connect.
Step 1: Set up Travel Guard Advisor Connect Live Connect Provider
Create a new or check that a Live Connect Provider for Travel Guard Advisor Connect exists by going to Utilities/Live Connect Providers and clicking Add. (Make sure the URL is correct if Provider is present.)
- Provider Name: Travel Guard Advisor Connect
- URL: https://advisors.travelguard.com/content/tg-agents/aig-travel/us/en/clientbase.clientbase.html
- Travel Category: Insurance
- Import XML from: HTML Source.
Step 2: Set up for Live Connect Logins
Each User can put in their own login information by going to Utilities/My Login/Live Connect or you can enter one set of login information for a Live Connect provider for all agents by going to Global Defaults/Res Card Defaults/Live Connect Logins. Click Add and enter the following information: Select Travel Guard Advisor Connect from the drop-down list.
- Username and Password. All other fields should be blank.
Step 3: Add the Live Connect Provider to Travel Guard Vendor Profile
From the profile manager, retrieve the Travel Guard vendor profile (or create if it is not in the database). From the General Info tab, click Live Connect Providers. From here, click Add, then select Travel Guard Advisor Connect from the drop-down list. The vendor code is Tguard. Click OK, then Apply.
Create New Travel Guard Advisor Connect Reservation (Windows)
Step 1) Click the Reservation tab and then Add in the Res Card. Select Travel Guard Advisor Connect as the vendor and click Live Connect.
Step 2) Select Travel Guard Advisor Connect from the drop-down menu by Connect To. Make sure the username and password are filled in and then click Create New Reservation.
Step 3) Select any customer information used to book the Travel Guard Advisor Connect reservation. This data is automatically passed to Travel Guard Advisor Connect and saves time during the booking process, as less fields need to be completed manually. Then click Connect.
Step 4) The system prompts with the reservation records included in this Res Card. Highlight each reservation you want to insure. To highlight and select multiple reservations, use CTRL/click. The system will complete the summary trip information. In addition, enter
- Destination (please enter a country)
- Trip Cost
- Departure Date
- Return Date
- Deposit Date
- Final Payment Date
Click Connect.
Step 5) Although you are still in ClientBase, you are now on-line at the booking site. Complete the reservations and when the reservation is confirmed, click Import Reservation. All reservation data booked on-line is now located in the reservation fields in ClientBase.
Import Existing Reservation Made Outside of ClientBase (Windows)
First, create a new reservation and click Import Existing Reservation. Make sure your login information is entered or you will not be able to import a reservation. Enter the confirmation number. **If your login credentials and reservation number are not present in ClientBase before connecting, the import will not work. The system automatically takes you to the search screen. Enter the client’s name and click to search. Once the reservation details are displayed, click Import and the details of the reservation are imported into ClientBase.
Travel Guard Advisor Connect for ClientBase Online
To use Live Connect to purchase insurance with Travel Guard Advisor Connect, you must be an existing Travel Guard Advisor Connect partner. For more information, please call 866—729-5215 M-F 7AM-6PM. eSupport@travelguard.com
Set Up Travel Guard Advisor Connect (Online)
Create New Travel Guard Advisor Connect (Online)
Import Existing Travel Guard Advisor Connect Made Outside of ClientBase (Online)
Set up Travel Guard Advisor Connect (ClientBase Online Standalone)
Upon receiving your login credentials from Travel Guard Advisor Connect, take the following steps to set up ClientBase for Live Connect
Step 1) Create a new or check that a Live Connect Provider for Travel Guard Advisor Connect exists by going to Tools/Settings/Live Connect Providers and clicking Add. (Make sure the URL is correct if Provider is present.)
Fill in the following fields:
- Name of the Provider: Travel Guard Advisor Connect
- Status: Leave the default of Active. If you ever want to make it Inactive, go back in this area to turn off.
- URL: https://advisors.travelguard.com/content/tg-agents/aig-travel/us/en/clientbase.clientbase.html
- Travel Category: Select Insurance.
- Import XML from: Select HTML Source.
- Include Authentication: None.
Click Save.
Step 2) Each User can put in their own login information under Tools/My Login/Live Connect or enter one set of login information for a Live Connect provider for all agents by going to Tools/Settings/Live Connect Login. Click Add and enter the following information:
- Live Connect Provider: Select Travel Guard Advisor Connect from the drop-down list.
- Username and Password. All other fields should be blank.
Step 3) Create a vendor profile in ClientBase for Travel Guard Advisor Connect if one does not exist. From the profile manager, retrieve the vendor profile (or create one if it is not in database). From the General Info area, click Live Connect Providers. From here, click Add, then select Travel Guard Advisor Connect from the drop-down list. The vendor code is Tguard. Save.
Create New Travel Guard Advisor Connect Reservation (Online)
***Important Note: You must download the Chrome Live Connect extension before using Live Connect with ClientBase Online. Please click here for instructions on downloading the extension.
Step 1) Retrieve the desired client profile, create a new Res Card or add to an existing Res card, and launch Live Connect by clicking Live Connect on the menu bar.
Step 2) Complete the Live Connect settings by identifying the vendor, the Live Connect Provider and appropriate Login information. (If you have set up your logins in Tools/My Login/Live Connect, the account information will auto-populate.)
Step 3) Click the Create New Reservation button.
Step 4) Select any Profile, Passenger, Branch and Res Card information you want to use to book the reservation and then click Connect.
Step 5) The system prompts with the reservation records included in this Res Card. Click each reservation you wish to include.
- Destination (please enter a country)
- Trip Cost
- Departure Date
- Return Date
- Deposit Date
- Final Payment Date
Click Connect.
Step 6) A new browser window will open for Travel Guard Advisor Connect. Complete the reservation(s) using instructions supplied by Travel Guard Advisor Connect upon registration. When the reservation is confirmed, click on the Live Connect Extension, and then select Import Reservation. All reservation data booked on-line is now located in the reservation fields in ClientBase.
Import Existing Travel Guard Advisor Connect Made Outside of ClientBase (Online)
First, create a new reservation in CBO and click Import Existing Reservation. Make sure to enter your login information if it is not auto-populated. Enter the confirmation number. **Your login credentials and policy number must be entered in ClientBase before connecting.
A new browser window will open for Travel Guard Advisor Connect. The system automatically takes you to the search screen. Enter the client’s name and click to search. Once the reservation details are displayed, click on the Live Connect Extension, and then select Import Reservation. All reservation data booked on-line is now located in the reservation fields in ClientBase.