Tech Update: Importing Existing: Users receive this error message: 101 There was an issue importing your booking.
We have contacted the provider, and we are waiting for their response. Until this is fixed, you must enter the details of the policy into the Res Card manually.
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Allianz AgentMax Online - Live Connect Features
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ClientBase Windows
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ClientBase Online
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ClientBase Online Recording
Allianz AgentMax Online - Live Connect Features
Allianz AgentMax Online supports the following Live Connect Features if checked:
Allianz AgentMax Online for ClientBase Windows
To use Live Connect to purchase trip insurance with Allianz AgentMax Online, you must be licensed to sell Allianz AgentMax Online. If you are not currently licensed, navigate to http://www.allianztravelinsurance.com and click on the Become a Partner link from the home page.
Set Up Allianz AgentMax Online (Windows)
Upon receiving your account number, take the following steps to setup ClientBase for Live Connect.
Step 1) Create a new Live Connect Provider for Allianz AgentMax Online (if none exists) by going to Utilities|Live Connect Providers, and clicking Add.
- Provider Name: Enter Allianz AgentMax Online
- URL: Enter: https://www.agentmaxonline.com/api/clientbasehandler.ashx
- Travel Category: Select Insurance from the drop-down.
- Import XML from: Select HTML Source.
- Click OK to save.
Step 2) Set up for Live Connect agent logins can be done individually. When Live Connect is launched, the system first looks to see if there is login information at the User Login level, if not, then asks the user to login at the provider website.
Users can set up their own logins by going to Utilities|My Login|Live Connect and clicking Add and entering the information in one of 3 ways:
- Option 1: Select Allianz AgentMax Online as the Live Connect Provider. Enter your Login name as the User Name; enter your Password; enter the agency Account Number and you must enter ACCAM as the Agency Code.
- Option 2: Select Allianz AgentMax Online as the Live Connect Provider. Enter your Login name as the User Name and enter your Password.
- Option 3: Select Allianz AgentMax Online as the Live Connect Provider. Enter your agency Account Number and you must enter ACCAM as the Agency Code.
Step 3) Retrieve the Allianz AgentMax Online vendor profile from the Profile Manager (or create one if not in your database). From the General Info tab, click Live Connect Providers; click Add and select Allianz AgentMax Online from the drop-down list. The vendor code is ACCAMER. Click OK to save.
Create New Allianz AgentMax Online Reservation (Windows)
Step 1) Create a client Res Card and fill in the Agent, Status, Reservation Cycle, and Trip Name fields and select the travelers. Select the Reservation Tab and Add. Fill in the Vendor and Travel Category fields and then click Live Connect.
Step 2) Select Allianz AgentMax Online from the drop-down menu by Connect To (if not already selected). If you not already set up your login under Utilities | My Login, add it here. Then click Create New Reservations:
Step 3) Select any customer information for use to book the Allianz AgentMax Online reservation. This data is automatically passed to Allianz AgentMax Online and saves time during the booking process, as less fields need to be completed manually. Click Connect.
Step 4) The system prompts with the reservation records included in this Res Card. Highlight each reservation to insure. To highlight and select multiple reservations to insure, use the CTRL key in combination with clicking, and the system completes the summary trip information. Again, this step is designed to save time during the insurance booking process, as less fields need to be completed manually. Any missing or incomplete data can be updated on the Allianz AgentMax Online site while confirming the insurance booking. Click Connect.
Step 5) Although 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. If you need help with the Allianz AgentMax Online, please contact the Sales Support team at 855-524-3687.
Allianz AgentMax Online for ClientBase Online
To use Live Connect to purchase trip insurance with Allianz AgentMax Online, you must be licensed.. If you are not currently licensed to sell Allianz AgentMax Online, navigate to www.allianztravelinsurance.com and click on the Become a Partner link from the home page.
- Set Up Allianz AgentMax Online Live Connect (Online)
- Create New Allianz AgentMax Online Reservation in Live Connect
Set Up Allianz AgentMax Online Live Connect (Online)
Upon receiving User ID and Password, take the following steps to setup ClientBase for Live Connect.
Step 1) Once you have obtained accurate login information, you need to add this Live Connect Provider into ClientBase by going to Tools|Settings|Live Connect Providers and clicking Add.
- Provider Name: Enter Allianz AgentMax Online
- URL: Enter https://www.agentmaxonline.com/api/clientbasehandler.ashx
- Travel Category: Select Insurance from the drop-down.
- Import XML from: Select HTML Source.
- Click OK to save.
Step 2) Set up for Live Connect agent logins can be done individually. Users can setup their own logins by going to Utilities|My Login|Live Connect and clicking Add.
Set Up Global Agent Login Information: To enter one set of login information for a Live Connect provider for all agents to share, go to Tools|Settings|Live Connect Login. Click Add and enter the following information:
- Option 1: Select Allianz AgentMax Online as the Live Connect Provider. Enter your Login name as the User Name; enter your Password; enter the agency Account Number and you must enter ACCAM as the Agency Code.
- Option 2: Select Allianz AgentMax Online as the Live Connect Provider. Enter your Login name as the User Name and enter your Password.
- Option 3: Select Allianz AgentMax Online as the Live Connect Provider. Enter your agency Account Number and you must enter ACCAM as the Agency Code.
Set Up Individual Agent Login Information: Users can set up their own logins by going to Tools|MyLogin|Live Connect and clicking Add.
- Option 1: Select Allianz AgentMax Online as the Live Connect Provider. Enter your Login name as the User Name; enter your Password; enter the agency Account Number and you must enter ACCAM as the Agency Code.
- Option 2: Select Allianz AgentMax Online as the Live Connect Provider. Enter your Login name as the User Name and enter your Password.
- Option 3: Select Allianz AgentMax Online as the Live Connect Provider. Enter your agency Account Number and you must enter ACCAM as the Agency Code.
Step 3) Create a vendor profile in ClientBase for Access America. From the Profile Manager, retrieve the Allianz AgentMax Online vendor profile (or create one). From the General Info tab, click Live Connect Providers. From here, click Add, and select the desired booking engine (Access America) from the drop-down list. The vendor code is ACCAMER. Click OK to save.
Create New Allianz AgentMax Online Reservation in Live Connect
Important Note: You must download the Live Connect extension for Chrome before using Live Connect with ClientBase Online. Chrome is the supported browser. Please click here for instructions on downloading the extension.
Step 1) Retrieve the desired client profile, create a new Res Card and after entering basic Res Card info, launch Live Connect by clicking Live Connect on the menu bar. (You can also launch Live Connect from the Profile action gear.)
Step 2) Complete the Live Connect settings by identifying the vendor, the Live Connect Provider and appropriate Login information.
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 click Connect to launch the on-line booking engine.
Step 5) A new browser window will open for AgentMax. Complete the reservation(s) using instructions supplied by AgentMax 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.
Note: If you do not have the Live Connect extension installed, click here for directions on installation.
All reservation data booked on-line is now located in the reservation fields in ClientBase. If you need help with Allianz AgentMax Online, please contact the Sales Support team at 855-524-3687.