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Allianz Global Assistance (Canada)

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Allianz Global Assistance (Canada)

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Allianz Global Assistance Features

Allianz Global Assistance supports the following Live Connect Features if checked:

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Allianz Global Assistance (Canada) for ClientBase Windows

You must be an existing Allianz Global Assistance advisor to book online with Live Connect. You will also need to contact your Business Development Manager at Allianz and request that they enable your login to use ClientBase Live Connect with their site.

Set Up Allianz Global Assistance (Windows)

Upon receiving Allianz Global Assistance onboarding, take the following steps to setup ClientBase Windows for Live Connect.

Step 1 - Create a Live Connect Provider for Allianz Global Assistance if none exists by going to Utilities|Live Connect Providers, and clicking Add.

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  • Provider Name: Enter Allianz Global Assistance.
  • URL: Enter https://www.quicktic.ca/default.aspx
  • Travel Category: Insurance
  • Import XML from: N/A

Step 2) Setup the Allianz Global Assistance vendor profile. From the profile manager, retrieve the vendor profile for Allianz Global Assistance (or create the vendor profile if it is not in the database). From the General Info Tab, click Live Connect Providers. From here, click Add, then select Allianz Global Assistance booking engine from the drop-down list. The vendor code is left blank. Click OK.

 

Create New Allianz Global Assistance Reservation (Windows)

Step 1) Complete the initial Res Card information, Click the Reservation Tab and Add. Fill in the Vendor and Travel Category fields and then click Live Connect.

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Step 2) Select Allianz Global Assistance from the drop-down menu by Connect To (if not already defaulted). Click Create New Reservations.

Step 3) Select any customer information for use to book the Allianz Global Assistance reservation. This data is automatically passed to Allianz Global Assistance and saves time during the booking process, as less fields need to be completed manually. Click Connect.

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Step 4) The system prompts with the reservation records included in this Res Card. Highlight each reservation to insure by using the CTRL key in combination with mouse clicking, and the system completes the summary trip information. Again, this step is designed to save time during the insurance booking process. Any missing or incomplete data can be updated on the Allianz Global Assistance confirming the insurance booking. Click Connect.

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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.

Need help? Questions can be answered by calling Agency Services at 1-800-465-4279.

 

Import Existing Allianz Global Assistance Reservation Made Outside of ClientBase (Windows)

First, create a new reservation in ClientBase and after clicking entering vendor information, click Live Connect and Import an Existing Reservation. Enter a confirmation number or leave blank, but when in booking site, locate the retrieve reservation area. Once the reservation details are showing, exit the booking. All reservation data booked on-line is now located in the reservation fields in ClientBase.

 

Retrieve an Existing Reservation for Editing or Cancelling (Windows)

To edit or cancel an existing reservation using Live Connect, follow these steps:

Step 1) Launch Live Connect from inside the reservation to edit or cancel in ClientBase.

Step 2) A dialog box appears. Click Retrieve Reservation.

Step 3) Live Connect launches the booking engine site and brings up the reservation. Edit or cancel the reservation using instructions supplied by the booking engine, and exit the booking.

Step 4) When the reservation changes are confirmed, click Import Reservation.

All reservation data edited or cancelled online is now located in the reservation fields in ClientBase.

 

Allianz Global Assistance (Canada) for ClientBase Online

You must be an existing Allianz Global Assistance advisor to book online with Live Connect. You will also need to contact your Business Development Manager at Allianz and request that they enable your login to use ClientBase Live Connect with their site.

Set Up Allianz Global Assistance (Online)

Upon receiving Allianz Global Assistance onboarding, take the following steps to setup ClientBase Online for Live Connect.

Step 1) Once you have obtained accurate login information, you need to add this Live Connect Provider if it does not already exist into ClientBase by going to Tools|Settings|Live Connect Providers and clicking Add.

  • Provider Name: Allianz Global Assistance
  • Status: Active.
  • URL: https://www.quicktic.ca/default.aspx
  • Travel Category: Insurance.
  • Import XML from: HTML Source.
  • Include Authentication, etc.: Not applicable.

Step 2) Create a vendor profile for Allianz Global Assistance. From the General Info link, click Live Connect Providers. From here, click Add, then select the desired booking engine (Allianz Global Assistance) from the drop-down list. The vendor code is left blank.

 

Create New Allianz Global Assistance Reservation (Online)

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 and the Live Connect Provider. You should not set up your login credentials in ClientBase since, for security reasons, no information is passed to the provider site. You will be asked to log in at the site upon connection.

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 Allianz Global Assistance.  Complete the reservation(s) using instructions supplied by Allianz Global Assistance 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.

 

Need help? Questions can be answered by calling Agency Services at 1-800-465-4279.

 

Import Existing Allianz Global Assistance Reservation Made Outside of ClientBase (Online)

Create a new reservation and click Import Existing Reservation. Enter the confirmation number or leave blank. If you have entered a confirmation number, the system automatically retrieves and imports the reservation. If no confirmation number is entered, when on the website, instead of creating a new reservation, go to the retrieve reservation area. Once the reservation details are shown, 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.

 

Retrieve an Existing Reservation for Editing or Cancelling (Online)

To edit or cancel an existing reservation using Live Connect, follow these steps:

Step 1) Launch Live Connect from inside the reservation to edit or cancel in ClientBase.

Step 2) A dialog box appears. Click Retrieve Reservation.

Step 3) Live Connect launches the booking engine site in a new browser tab. Edit or cancel the reservation using instructions supplied by the booking engine.  Once done, 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.

 

 

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