agentmaxonline & clientbase - allianz travel insurance · 3.2 updating our vendor profile next,...
TRANSCRIPT
AgentMaxOnline
& ClientBase
External
2
Contents
Contents ........................................................................................................................................................ 2
1 Overview ............................................................................................................................................... 3
2 FAQ ........................................................................................................................................................ 3
3 Set up w. ClientBase Plus ..................................................................................................................... 4
3.1 Creating a New LiveConnect Profile .............................................................................................. 4
3.2 Updating our Vendor Profile ......................................................................................................... 6
3.3 Setting Your Login Credentials ...................................................................................................... 9
4 Set up w. ClientBaseOnline ................................................................................................................. 11
5 Buying a Policy in ClientBase Plus ....................................................................................................... 11
6 Buying a Policy in ClientBaseOnline .................................................................................................... 17
7 Technical Support – Script Error ......................................................................................................... 20
7.1 What Doest This Look Like .......................................................................................................... 20
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1 Overview
AgentMaxOnline can now connect to both ClientBase Plus & ClientBase Online to facilitate insurance
bookings. Customer data can be taken from the Res Card and pre-populated into our tool for the
insurance sale & upon completion of the insurance, AgentMaxOnline will send data back to ClientBase.
2 FAQ
Q: Does AgentMaxOnline work with both versions of ClientBase (Plus & Browser)?
A: Yes.
Q: Is any special set up needed, within my version of ClientBase, to support the connection?
A: Yes, some. Please see the appropriate section of this guide depending on your version of ClientBase
for instructions.
Q: Will commission details transfer from AgentMaxOnline back to my version of ClientBase?
A: Yes.
Q: Are there any internet browser limitations?
A: Yes, Internet Explorer version 9 or newer is required.
Q: I currently use the https://partner.allianztravelinsurance.com site but have never used
AgentMaxOnline before what should I do?
A: If you already have an account with our old site, simply go to www.agentmaxonline.com , fill in your
current email address & password, then click Log In. You will be prompted from there on how to
continue.
Q: I have never used the http://partner.allianztravelinsurance.com site and have never used
AgentMaxOnline; what should I do?
A: Simply go to www.agentmaxonline.com and from the main page, click the link for Create New
Account.
Q: What happens if I use LiveConnect with AgentMaxOnline but don’t log in?
A: Either the User Name/Password are required or an Account number is. However, if you don’t log in
with your User Name/Password, the sale will not be tied to your Agent ID in our records.
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3 Set up w. ClientBase Plus
3.1 Creating a New LiveConnect Profile
First we need to create a new LiveConnect provider for AgentMaxOnline, so you can connect from the
Res Card.
Open ClientBase Plus, click on Utilities and then LiveConnect Providers.
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A new window will appear showing a list of all providers. Select Add.
Fill in the form that appeard just as it shows below and click OK.
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3.2 Updating our Vendor Profile
Next, we need to update the Allianz Global Assistance Vendor Profile to recognize the new LiveConnect
provider.
Open the Profile Manager in ClientBase then search for Allianz.
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Double click on our profile to open it, then click the Live Connect Providers button.
A new window will appear, showing any current LiveConnect Providers. Click Add.
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Another window will pop up; fill it in as its shown below and click OK twice.
Click the Apply button so the changes are saved.
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3.3 Setting Your Login Credentials
AgentMaxOnline requires a user name and password be used any time a connection is made. However,
you can save your credentials within ClientBase Plus so that step can be skipped in the future.
Select Utilities again from the top of the screen & then click on My Login.
A new window will appear; Click the LiveConnect tab at the top of the screen and then Add.
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Another window will appear. Add in your user name & password for AgentMaxOnline & click OK.
Now click OK on the open window.
And you are all set. Now you can select the new LiveConnect Provider from within the ResCard
to complete an insurance booking.
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4 Set up w. ClientBaseOnline
This process can only be done by ClientBaseOnline administrators, so we are unable to provide screen
shots. However, the process can be completed by your CBO admin; please contact them and
Ask that a new LiveConnect provider be created
o Name- AgentMaxOnline
Ask that the new provider be connected to our Vendor profile
o Name- Allianz Global Assistance
o Vendor Code- ACCAMER
We would be happy to get on the line with your Admin to assist. Just contact your Distribution Specialist
at 877.882.8283.
5 Buying a Policy in ClientBase Plus
Open the ResCard that you want to add insurance to & click the LiveConnect button.
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A new window will appear. Select AgentMaxOnline from the drop down & click Create New
Reservation. (Note- Your user name and password for AgentMaxOnline should pre-fill here; if
they don’t please add them or update them globally from the instructions in the set up section
above.)
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Move through the LiveConnect process as normal; making any changes as necessary and click
Connect.
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A new browser window will automatically open and AgentMaxOnline will load. (Be sure you do
not close this window as you will need the Import Reservation button once the booking is done.
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Select the product you wish to buy, complete the purchase and you will come to the
confirmation page. From here click the Import Reservation button to add details back to
ClientBase.
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Insurance will now appear in the Reservation section.
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6 Buying a Policy in ClientBaseOnline
Login to ClientBaseOnline, open the ResCard you want to work with and select the Options icon.
A new menu will appear, from that select LiveConnect.
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A new window will open, fill it out as it shows below and click Create New Reservation. (Note-
Be sure to fill in your user name and password for AgentMaxOnline here)
Move through the LiveConnect process as normal; making any changes as necessary and click
Connect.
A new window will open showing AgentMaxOnline with the trip details selected before, pre-
populated.
Select the product you wish to buy and complete the sale within AgentMaxOnline as normal.
Once done, on the confirmation page, click the Import Reservation button to have data pass
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back to ClientBaseOnline.
The Res Card will update with Insurance information as normal.
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7 Technical Support – Script Error
Its possible that the first time you attempt to use AgentMaxOnline with ClientBase, you encounter a
script error. This is actually an issue with the version of Internet Explorer that is being used for both
applications. AgentMaxOnline will only work with IE 9 or newer and your machine may be trying to
default to IE 8 for ClientBase even if you have a newer version of IE installed and used regularly.
The fix for this requires a small update to your machine’s registry settings. If encountered, please have
an administrator of your machine contact our Distribution Specialist at 877.882.8283 for help on
updating the registry.
7.1 What Doest This Look Like
You will know this happens, because during the LiveConnect process, you will see something like the
below.
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If encountered, please just click No as many times as necessary, until all errors are cleared. You should
then see the following.
Then close LiveConnect. If you need to buy insurance before your administrator can get this fixed, please
go to www.agentmaxonline.com and log in to complete the booking.