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Travelex Insurance Services Live Connect Features

 

Travelex Insurance Services for ClientBase Windows

If already licensed to sell Travelex Insurance Services, use the Travelex location number as the account number when using Live Connect. If not currently licensed to sell Travelex, call Travelex Sales Support at 1-800-537-8052.

Set Up Travelex Insurance Services (Windows)

Once you have a Travelex location number, take the following steps to setup ClientBase for Live Connect:

Step 1) Create a new or check that a Live Connect Provider for Travelex Insurance Services exists by going to Utilities|Live Connect Providers, and clicking Add. (Make sure the URL is correct if Provider is present.)

  • Provider Name: Enter Travelex Insurance.
  • URL: https://liveconnect.travelexinsurance.com/EntryPointTrams.aspx
  • Travel Category: Select Insurance from the drop-down.
  • Import XML from: Select HTML Source.

Step 2) Set up for Live Connect agent logins can be done individually or globally for the agency. Users can set up their own logins by going to Utilities|My Login|Live Connect and clicking Add. To set up globally, go to Global Defaults|Res Card Defaults|Live Connect to enter the User Name, Password and Account Number that everyone in the agency will use. 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 looks at the global login.

  • Live Connect Provider: Select the appropriate Travelex Live Connect Provider to connect to its booking engine.
  • User Name: Enter User Name.
  • Password: Enter the password.
  • Account Number: Enter the Travelex location number issued at the time of registration as the account number.
  • Agency code is left blank.
  • Click OK to save.

Step 3) Create a vendor profile in ClientBase for Travelex Insurance Services. From the Profile Manager, retrieve the Travelex vendor profile (or create one). From the General Info Tab, click Live Connect Providers. From here, click Add, then select the desired booking engine (Travelex) from the drop-down list. The vendor code is TVX. Click OK.

 

Create New Travelex Insurance Services Reservation (Windows)

Step 1) Enter the Res Card information needed and click the Reservation Tab and Add in the Res Card. Fill in the Travel Category and Vendor fields and then click Live Connect.

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

Step 3) Select any customer information for use to book the Travelex reservation.

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This data is automatically passed to Travelex 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. Any missing or incomplete data can be updated on the Travelex 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 Travelex Insurance Services Reservation (Windows)

Enter the Res Card information needed, select the Reservation Tab, and click Live Connect. Select Travelex from the drop-down menu by Connect To. If you have not already set up your login information under Utilities | My Login, enter it here now. You must fill in your User Name,  Password, and Account number (Location No.) before connecting or you will receive an error. Then click Import existing reservation. Type in the policy number now or leave blank. Then click OK. If you have entered the policy number, that information will pass through to the site; if not enter it after connecting and click Search. When it is found, click Import Reservation at the top right. After the Traveler match, all reservation data booked on-line is now located in the reservation fields in ClientBase.

 

Travelex Insurance Services for ClientBase Online

If already licensed to sell Travelex Insurance Services, use the Travelex location number as the account number when using Live Connect. If not currently licensed to sell Travelex, call Travelex Sales Support at 1-800-537-8052.

Set Up Travelex Insurance Services (Online)

Once you have a Travelex location number, 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 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://liveconnect.travelexinsurance.com/EntryPointTrams.aspx
  • Travel Category: Select Insurance.
  • Import XML from: Select HTML Source.
  • Include Authentication: None.
  • 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 the appropriate Travelex Live Connect Provider to connect to its booking engine.
  • User Name: Enter User Name.
  • Password: Enter the password.
  • Account Number: Enter the Travelex location number issued at the time of registration as the account number.
  • Agency code is left blank.
  • Click OK to save.

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

 

Create New Travelex Reservation in Live Connect (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, the Live Connect Provider and appropriate Login information. (If you have set up your logins in Tools|MyLogin|Live Connect, login 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 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 Travelex.  Complete the reservation(s) using instructions supplied by Travelex 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 Travelex Insurance Services Reservation (Online)

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. Enter the Live Connect Provider and appropriate Login information. (If you have set up your logins in Tools|MyLogin|Live Connect, login information will auto-populate.) If you have not already set up your login information under Utilities|My Login, enter it here now. You must fill in your User Name,  Password, and Account number (Location No.) before connecting or you will receive an error. Enter the policy number in the Confirmation No. field. Click the Import Existing Reservation button. A new browser window will open for Travelex. When the Location Number and Policy number are displayed, click on search. When the reservation is found, 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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