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iTravelInsured Features

iTravelInsured supports the following Live Connect Features if checked:

 

iTravelInsured for ClientBase Windows

If you are already licensed to sell iTravelInsured, your user name is the iTravelInsured Account number, and the password is Trams (lower case). If not currently licensed to sell iTravelInsured, contact iTravelInsured directly at 866-347-6673 or go to http://www.itravelinsured.net and click Registration Form. The form is a pdf/adobe file format. Print the registration form, complete it and send it to iTravelInsured. Within 24 hours, iTravelInsured will contact you with a user name and password.

Set Up iTravelInsured (Windows)

Upon receiving a user name and password for each agent in your office, take the following steps to setup ClientBase for Live Connect.

Step 1) Create a Live Connect Provider for iTravelInsured 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.)

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  • Provider Name: Enter iTravelInsured.
  • URL: Enter https://www.itravelinsured.com/Trams
  • Travel Category: Enter Insurance from the drop-down menu.
  • Import XML from: Enter HTML Source.

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 iTravelInsured from the drop-down menu to connect to its booking engine.
  • User Name: Enter the user name provided to you when registering with iTravelInsured. If already licensed to sell iTravelInsured, the user name is the iTravelInsured Account number.
  • Password: Enter the password provided to you when registering with iTravelInsured. If already licensed to sell iTravelInsured, the password is Trams (lower case). All other fields are left blank. 

Step 3) Next, setup an iTravelInsured vendor profile. From the profile manager, retrieve the vendor profile for iTravelInsured (or create the vendor profile) and from the General Info tab, click Live Connect Providers. From here, click Add, then select the iTravelInsured booking engine from the drop-down list. The vendor code is left blank. Click OK.

 

Create New iTravelInsured Reservation (Windows)

Step 1) Prepare the top of the Res Card and click the Reservation Tab and Add. Fill in the Vendor and Travel Category fields, and click Live Connect.

Step 2) Select iTravelInsured the drop-down menu by Connect To (if not defaulted), and click Create New Reservations.

Step 3) Select any customer information to use to book the iTravelInsured reservation. This data is automatically passed to iTravelInsured 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 any 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 during the insurance booking process. Any missing or incomplete data can be updated on the iTravelInsured website 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.

 

iTravelinsured for ClientBase Online

If you are already licensed to sell iTravelInsured, your user name is the iTravelInsured Account number, and the password is Trams (lower case). If not currently licensed to sell iTravelInsured, contact iTravelInsured directly at 866-347-6673 or go to http://www.itravelinsured.net and click Registration Form. The form is a pdf/adobe file format. Print the registration form, complete it and send it to iTravelInsured. Within 24 hours, iTravelInsured will contact you with a user name and password.

Set Up iTravelInsured (Online)

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.

Fill in the following fields:

  • Name of the Provider: In blank field provided, type the name of the Provider.
  • Status: Leave the default of Active. If you ever want to make it Inactive, go back in this area to turn off.
  • URL: Type https://www.itravelinsured.com/TRAMS
  • Travel Category: Select Insurance.
  • Import XML from: Select HTML Source.
  • Include Authentication: Leave blank.
  • Click Save.

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 iTravelInsured from the drop-down list.
  • User Name: Enter the user name provided to you when registering with iTravelInsured. If already licensed to sell iTravelInsured, the user name is the iTravelInsured Account number.
  • Password: Enter the password provided to you when registering with iTravelInsured. If already licensed to sell iTravelInsured, the password is Trams (lower case). All other fields are left blank. Save.

Step 3) Create a separate vendor profile in ClientBase if one does not exist for iTravelInsured. From the profile manager, retrieve the vendor profile (or create if not in database). In the General Info area, click Live Connect Providers. From here, click Add, and select provider from the drop-down list. The vendor code is left blank. Save.

 

Create New iTravelinsured Reservation (Online)

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) 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) Although you are still in ClientBase, you are now on-line at the Live Connect Provider’s booking site running the on-line booking engine through a ClientBase window. Complete the reservation and when the reservation is confirmed, click Import Reservation from the confirmation page.

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