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Arch RoamRight Travel Insurance

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Arch RoamRight Travel Insurance Features

Arch RoamRight Travel Insurance supports the following Live Connect Features if checked:

 

Arch RoamRight Travel Insurance for ClientBase Windows

To use Live Connect to purchase trip insurance with Arch RoamRight Travel Insurance, register at
https://www.roamright.com/partners/ or call 1-800-699-3845 to speak to a representative.

Set Up Arch RoamRight Travel Insurance (Windows)

Upon receiving a username, password and agency code, take the following steps to setup ClientBase Windows for Live Connect.

Step 1) Create a Live Connect Provider for Arch RoamRight Travel Insurance if none exists by going to Utilities|Live Connect Providers, and clicking Add. (It’s a good idea to check if the URL is correct.)

Step 2) Setup 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, and 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.

  • Live Connect Provider: Select Arch RoamRight Travel Insurance from the drop-down list.
  • User Name, Password and Agency Code: Enter the User Name, Password and Agency Code you obtained from Arch RoamRight. The Account Number is left blank.
  • Click OK to save.

Step 3) Retrieve the vendor profile for Arch RoamRight Travel Insurance (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 Arch RoamRight Travel Insurance booking engine from the drop-down list. The vendor code is 6018. Click OK.

 

Create New Arch RoamRight Travel Insurance 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 Arch RoamRight Travel Insurance 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 Arch RoamRight Travel Insurance reservation. This data is automatically passed to Arch RoamRight 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 Arch RoamRight Travel Insurance website 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.

 

Import Existing Arch RoamRight Travel Insurance Reservation Made Outside of ClientBase (Windows)

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 in Arch RoamRight Travel Insurance website, go to the retrieve reservation area. Once the reservation details are showing, click Import and the details of the reservation are imported into ClientBase reservation record.

 

Arch RoamRight Travel Insurance for ClientBase Online

To use Live Connect to purchase trip insurance with Arch RoamRight Travel Insurance, register at
https://www.roamright.com/partners/ or call 1-800-699-3845 to speak to a representative.

Set Up Arch RoamRight Travel Insurance (Online)

Upon receiving a username, password and agency code, 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: Enter Arch RoamRight Travel Insurance.
  • URL: Enter https://partner.roamright.com/liveconnect
  • Travel Category: Insurance
  • Import XML from: N/A

Step 2) Each user can put in his 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 Arch RoamRight Travel Insurance from the drop-down list.
  • User Name, Password and Agency Code: Enter the User Name, Password and Agency Code you obtained from Arch RoamRight. The Account Number is left blank.

Step 3) Create a vendor profile for Arch RoamRight Travel Insurance (if none exists). From the General Info link, click Live Connect Providers. From here, click Add, then select the desired booking engine (Arch RoamRight Travel Insurance) from the drop-down list. The vendor code is 6018.

 

Create New Arch RoamRight Travel Insurance 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. Enter login data here too if it does not appear because it has not been permanently set up. Enter User Name, Password and Agency Code.

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) The system prompts with the reservation records included in this Res Card. Click each reservation to insure. 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 website confirming the insurance booking. Click Connect.

Step 6) A new browser window will open for Arch RoamRight.  Complete the reservation(s) using instructions supplied by Arch RoamRight 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.

 

 

Import Existing Arch RoamRight Travel Insurance 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.

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