INSURANCE VENDORS

How to Book
Book via www.igoinsured.com If you do not have a login, reach out to Advisor Services: advisor.services@traveledge.com

Agency ID: TTNCTAV

Group Rates: Manulife Financial agrees to pay five percent (5%) extra commission at source for groups consisting of ten (10) or more insured clients travelling for the same dates to the same destination. Please see Below registration form for additional details on group bookings.

Commission
Please visit the Manulife website for additional information

Contact
Karen Salviato
National Business Development Manager – Independent Agencies
Email: karen_salviato@manulife.ca
Tel: (416)518-3594
250 Bloor St. East, Toronto, ON M4W 1E5

For all inquiries call:
1(866) 298-2722 toll-free from the USA and Canada
Monday to Friday: 8:00 am - 8:00 pm Eastern Time
Saturday: 9:00 am - 6:00 pm Eastern Time
Sunday: 11:00 am - 5:00 pm Eastern Time

Fax number: 1(866) 434-2041
E-mail: manulifeglobal@manulife.ca

Please do not include any credit card account numbers in your email message to us

Send claims correspondence to:
Manulife Global Travel Insurance
c/o Active Care Management
PO Box 1237 Station A
Windsor, Ontario N9A 6P8

Assistance Centre:
In the event your client has an Emergency, he/she MUST call:
1(800) 211-9093 toll-free from the USA and Canada
1(519) 251-7821 collect from anywhere else in the world.

Our Assistance Centre is here to help you 24 hours a day, every day of the year.

Refer your Client for Travel Insurance & Earn Commission
For US or Canadian advisors who are not licensed to sell insurance products to Canadian customers, Manulife has provided the option to use their Licensed Insurance Advisor Team (LIAs) through their referral process.

When you refer your client for insurance following the below steps and the client books insurance, you will receive a commission less a 15% administrative fee charged by Manulife. See the “Referral Commission” column for the exact amounts.

1. Book your clients travel.
2. Ask your clients if they require travel insurance.
3. If they say yes, you can tell your clients that you will refer them to a licensed agent from Manulife and that you will send the relevant information via email to Manulife, cc’ing them. Let your clients know that they should receive a response from Manulife by phone or email within 48 hours.
4. Once the booking is completed and your client would like to be referred to Manulife, use this Email Template and send to Travel_referral@manulife.ca. Please also cc your client.
5. After you receive communication from Manulife that your client has purchased the insurance please login to the Manulife portal with your UN/PW to view and download your Commission amount (labelled as Advertisement Recognition)
6. Invoice your sale in ADX. Note: you can invoice it on the same reference to keep all the information together!
7. Please note that depending on the province where the traveler is located, Manulife pays out its commission either on a monthly or quarterly basis.

Additional Resources

1. Manulife Referral Process Process
2. Manulife Refer Slip
3. Manulife Group Process and Registration Form
4. Manulife Commission Chart
5. Manulife - TAG

Redpoint travel insurance can provide coverage for Travel Edge’s travelers for trip costs up to $150K USD per person.

Some current Redpoint highlights:

• $1M medical/ evacuation coverage
• $100K primary medical coverage
• Upgrades available; CFAR (75% benefit) and security extraction
• CFAR available in all US states and Canadian provinces
• Point of injury evacuation (no hospitalization required) with the Ripcord premium plan
• And much more!

The Travel Edge plans: Cavalry and Ripcord – (Current benefit flier attached #3) offer great benefits!

NOTE: next month, Redpoint will be launching their new and improved Ripcord and Cavalry products. Although they will be similarities to the current coverage there are several new benefits and coverage options making these product offerings even better!!!! Stay tuned

Both plans offer similar benefits, with Ripcord including an upgrade for point of injury evacuation as well as extra coverage for Search and Rescue. Coverage can be purchased with only Evacuation/ Assistance (evacuation benefits) or Comprehensive Travel Insurance (cancellation benefits AND evacuation benefits).

Quotes, pricing, and policy purchase can be generated via Redpoints portal: https://redpointtravelprotection.com/portal/traveledge/

Redpoint plans are commissionable to you at 24%.

First things first, before accessing the Redpoint portal to purchase a policy, you MUST read and complete both the ‘Travel Retailer Training’ AND TE Advisor Signed Compliance Certificate documents (attachments 1 & 4)

Upon completion of both documents, please email copies to travelservices@redpointtravelprotection.com – Redpoint will then create and email you your individual login credentials.

Main contact:
Nicki Seay
Account Manager
Redpoint Resolutions LLC.
Office: +1 415.481.0610
Direct: +1 415.484.1369 (EST)
NSeay@redpointtravelprotection.com
www.redpointtravelprotection.com

• Travel retailer training
• Redpoint summary
• Ripcord & cavalry benefits
• TE advisor signed compliance certification

Website
www.travelexinsurance.com

Ultimate Plan - Full Policy Details

Advantage Plan - Full Policy Details

Location Numbers

• 05-1110 – Orange County
• 05-1112 – La Jolla
• 05-1113 – Palm Desert
• 05-1117 – Rolling Hills Estates
• 10-0308 - Atlanta
• 32-0565 – New York
  
  

Product Highlights:

Ultimate:

• Max Trip Cost: $100,000
• Maximum Trip Length: 180 Days
• Pre-Existing Condition Exclusion Waiver: 21 days from initial trip deposit
• Primary Coverage
• Kids 17 and under included at no additional cost (1:1 ratio of Adult to Kid)
• Emergency Medical and Dental Expenses: $250,000
• Emergency Medical Evacuation: $1,000,000
  
  

Advantage:

• Max Trip Cost: $10,000
• Maximum Trip Length: 30 Days
• Primary Coverage
• Emergency Medical & Dental Expenses: $50,000
• Emergency Medical Evacuation: $250,000
  
  

Commission

• Advantage: 26%
• Ultimate: 26%
• Commission Protection: 20% (see attachments below)
  • Commission Protection Claim Form Travelex
  • Commission Protection Guidelines

Resources

1. Ultimate Plan Flyer
2. Advantage Plan Flyer
3. Ultimate & Advantage Product Comparison & Coverage Highlights

State Specific Flier for Advantage

1. Advantage Flyer - All Other States
2. Advantage Flyer KS rates
3. Advantage Flyer MO rates
4. Advantage Flyer NH rates
5. Advantage Flyer NY rates
6. Advantage Flyer WA rates

State Specific flier for Ultimate

1. Ultimate Flyer - All Other States
2. Ultimate Flyer KS rates
3. Ultimate Flyer MO rates
4. Ultimate Flyer NH rates
5. Ultimate Flyer NY rates
6. Ultimate Flyer WA rates

Travel Med Go
TravelEx last Minute Bookings 'Gap Solution', book directly with Travelex to earn commission

• If you are using ADX to collect the client's payment in-house, you need to use TRAVELEDGE TRAVELEX as the Vendor Name
• If you are booking directly with Travelex and paying with the client's credit card, Travelex needs to use TRAVELEX as the vendor
• To invoice for commission payment in ADX, use "TRAVELEX INSURANCE SERVICES" as the vendor in the ADX invoicing tool
• REMINDER: The Travel Med Plan is a 'post-departure' plan - there is NO cancellation benefit

Commissions
Travel Med Go: 20%

Travel Med Flyer

TA Annual Program, Partner Advantage Plus / Advisors only

Travelex has a TA Annual Program, Partner Advantage Plus – details attached. This product is only loaded onto the 05-0744 location number. Agents will need to contact the Travelex customer solutions team on: 844-858-9911 with location number 05-0744 to purchase a plan. Please note that the product is only available to Advisors and those in their immediate household, and there is no commission tied to purchase. Annual Plan for multiple trips is NOT available in NY.

Resources

1. Product Flyer Partner Advantage Plans
2. TravelEx Advisor Partner Advantage Plus Plan Flyer

Group Plans and process

Contact

ALL ISSUED POLICY REFUNDS, CHANGES, MODIFICATIONS must be handled by aDX support: adx.support@trip-arc.com

Main Contact

Brian King - California Branches

• Regional Sales Manager - CA, NV, HI
• CA License No.0M12441
• brian.king@travelexinsurance.com
• P: 800.471.7220 | M: 402.676.3768 | F: 888.369.8481
  
  

Other Contacts

Sean Crosby

• Director of Sales
• CA License No. 4157187
• O: 810 N. 96th Street, Suite 300, Omaha, NE 68114-2767
• P:800-284-4442 | M: 470-522-6531
• E: Sean.Crosby@travelexinsurance.com
  
  

Jim Osborne, Regional Sales Manager NY & PA

• P: 877-575-4814 toll free
• M: 917-471-3503
• E: jim.osborne@travelexinsurance.com
  
  

Michael Ray - Atlanta Branch

• Regional Sales Manager – AL, GA, SC
• License No.3207083
• michael.ray@travelexinsurance.com
• P: 800.394.4989
  
  

Claims Assistance

• Zurich Travel Claims Administration
• support@zurichtravelclaims.com
• Direct: +1.800.501.4781
• M-F: 8:30 am to 8:00 pm EST
• Zurich Travel Claims Administration: P.O Box 1019, Youngwood, PA 15697-0919
• To start a claim online, visit www.travelexinsurance.com
• Baggage Claim Form General
• Medical-claim-form

Travel Assistance & Concierge Services

• Zurich Travel Assist (ZTA)
• assistance@zurichtravelassist.com
• Within USA & Canada: +1.800.555.0870
• Outside USA & Canada: +1.416.977.1803
• 24 hours a day / 7 days a week

Additional Resources

1. TA Validation Form
2. Adventure Activities Upgrade
3. Pre-existing Medical Condition Coverage
4. Travel Destinations Restrictions
5. Travel Edge Partner Reference Guide
6. Travelex Training Deck
7. Travel On App Flier
8. Travel ON App

Old Attachments & Resources

1. Travel Edge CW E-toolkit 12.15.22
2. Travel Med Post-Departure-Plan-Flyer-STD-FINAL-4.22.22
3. Travel Edge Training Deck 8_2022
4. Travel Edge Why Buy Flyer Retail 1.30.23

Manulife - Travel Agent Guide

To Get a Quote or Refer your Client for Travel Insurance

For US or Canadian advisors who are not licensed to sell insurance products to Canadian customers, Manulife has provided the option to use their Licensed Insurance Advisor Team (LIAs) through their referral process.

When you refer your client for insurance following the below steps and the client books insurance, you will receive a commission less a 15% administrative fee charged by Manulife. See the “Referral Commission” column for the exact amounts.

1. Book your clients travel.
2. Ask your clients if they require travel insurance.
3. If they say yes, you can tell your clients that you will refer them to a licensed agent from Manulife and that you will send the relevant information via email to Manulife, cc’ing them. Let your clients know that they should receive a response from Manulife by phone or email within 48 hours.
4. Once the booking is completed and your client would like to be referred to Manulife, use this Email Template and send to Travel_referral@manulife.ca. Please also cc your client.
5. After you receive communication from Manulife that your client has purchased the insurance please login to the Manulife portal with your UN/PW to view and download your Commission amount (labelled as Advertisement Recognition)
6. Please fill in this form to inform finance of the expected commission payment.
7. Please note that depending on the province where the traveler is located, Manulife pays out its commission either on a monthly or quarterly basis.

Send claims correspondence to:

Please do not include any credit card account numbers in your email message to us

Manulife Global Travel Insurance c/o Active Care Management PO Box 1237 Station A Windsor, Ontario N9A 6P8

Assistance Centre: In the event your client has an Emergency, he/she MUST call: 1(800) 211-9093 toll-free from the USA and Canada 1(519) 251-7821 collect from anywhere else in the world.

The Manulife Assistance Centre is here to help you 24 hours a day, every day of the year.

How to Book

Go to www.AgentMaxOnline.com, preferably in Chrome. For your first visit, choose Create New Account using your Agent ID and Agency ID, which is your ACCAM based on location below. After that, you will simply log-in with your email and password.

Agency ID (ACCAM) by location:

Barbara Hearn Barbara.Hearn@Allianz.com
888.403.1813
F200237 TRAVEL EDGE (USA), INC.DBA WORLDVIEW TRAVEL Orange, CA
F027220 TRAVEL EDGE PALM DESERT
F029410 TRAVEL EDGE ROLLING HILLS ESTATE Rolling Hills Estate CA
F200312 TRAVEL EDGE LA JOLLA
F210780 TRAVEL EDGE MENLO (Redwood City, CA)

F027062 TRAVEL EDGE ATLANTA
Karen Burke Karen.burke@allianz.com
888.433.2920

F200239 TRAVEL EDGE NEW YORK
Marilyn McHugh Marilyn.McHugh@allianz.com
888.579.3823

Commission

online = 20% | by phone = 10%

Contact

insidesales@allianzassistance.com or you may call us at 866-333-7874

Additional Resources

1. Allianz Reference Sheet - Travel Edge June 2021
2. Allianz Core Quick Reference Guide