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TripAssure (Formerly MHRoss.com)

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TripAssure Features

TripAssure supports the following Live Connect features:

 

TripAssure (Formerly MHRoss.com) for ClientBase Windows

To use Live Connect to purchase TripAssure insurance, you must be an authorized TripAssure representative and be assigned a User Login, Password, and Account Number for use. To become an authorized agency, and/or to obtain a User Login, Password, and Account number, call, Sheri A. Machat at 866-453-9826 Ext 1.

Set Up TripAssure (Windows)

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

Step 1) Make sure you have a correct URL for this agency. To do so, go to Utilities|Live Connect Providers, and scroll down to see if TripAssure is one of the providers. If not click Add:

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  • Provider Name: TripAssure
  • Status: Active.
  • URL: https://agent.tripassure.com/affiliates/tramspost
  • Travel Category: Insurance.
  • Import XML from: HTML Source.
  • Include Authentication, etc.: Not applicable.

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 TripAssure from the drop-down list.*
  • User Name, Password and Account Number: Enter the necessary fields based upon the login information provided to you when you contacted provider (the Agency Code is not applicable).

Step 3) From the profile manager, retrieve the TripAssure vendor profile (or create if it is not in database). From the General Info tab click Live Connect Providers. From here, click Add, then select TripAssure from the drop-down list. The vendor code is left blank. Click OK.

Step 4) Setup invoice insurance prompting by going to Global Defaults.

Create New TripAssure Reservation (Windows)

Step 1) After preparing the Res Card initial data, click the Reservation tab and Add. Fill in the TripAssure as the vendor and the Travel Category. Click Live Connect.

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Step 2) Click Create New Reservations.

Step 3) Select any customer information to use to book the reservation. This data is automatically passed to TripAssure 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 HMRoss.com 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.

Note: If you have printed out the confirmation data, you need to use the back button to get to the confirmation page to import, or you will receive a message.

All reservation data booked on-line is now located in the reservation fields in ClientBase.

Need technical help? Contact Damian Murtha, TripAssure at 800-888-0432.

 

TripAssure (Formerly MHRoss.com) for ClientBase Online

To use Live Connect to purchase TripAssure insurance, you must be an authorized TripAssure representative and be assigned a User Login, Password, and Account Number for use. To become an authorized agency, and/or to obtain a User Login, Password, and Account number, call, Sheri A. Machat at 866-453-9826 Ext 1.

Set Up TripAssure (Online) 

Upon receiving a User ID and password for each agent in your office, 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: TripAssure
  • Status: Active.
  • URL: https://agent.tripassure.com/affiliates/tramspost
  • Travel Category: Insurance.
  • Import XML from: HTML Source.
  • Include Authentication, etc.: Not applicable.

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 TripAssure from the drop-down.
  • User Name, Password and Account Number: Enter the necessary fields based upon the login information provided to you when you contacted provider (the Agency Code is not applicable). Click OK.

Step 3) Retrieve the TripAssure vendor profile from the Profile Manager (or create one if not in your database). From the General Info link, click the Live Connect Providers button. Click Add, and select the TripAssure booking engine from the drop-down list. The vendor code is blank. In the Travel Category profile field, select Insurance from the drop-down menu. Save.

 

Create New Global Alert 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 customer information to use to book the reservation. This data is automatically passed to TripAssure and saves time during the booking process, as less fields need to be completed manually. Click Connect.

Step 5) The system prompts with the reservation records included in this Res Card. Check off each reservation to insure. Again, this step is designed to save time during the insurance booking process. Any missing or incomplete data can be updated on the HMRoss.com website confirming the insurance booking. Click Connect.

Step 6) 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.

 

 

Note: If you have printed out the confirmation data, you need to use the back button to get to the confirmation page to import, or you will receive a message.

All reservation data booked on-line is now located in the reservation fields in ClientBase.

Need technical help? Contact Damian Murtha, TripAssure at 800-888-0432.

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