Travel Guard, a global leader in travel insurance and assistance services, relaunched Advisor Connect, an all-in-one, proprietary digital platform that provides advisor partners with a suite of tools and features, including the ability to quote and offer travel insurance plans to your clients. The platform was updated to reflect the ever-changing travel landscape and boasts extensive enhancements that allow for advisor partners to have a more intuitive, self-service experience when seeking travel insurance quotes, product comparisons, marketing materials and support services.
Goes beyond just getting quotes – The website’s enhancements streamline the advisors’ user experience and empower you to meet your clients' insurance needs more quickly and completely.
- Advisor users now have access to advanced policy and quote search tools which populate all Travel Guard travel insurance plans sold and quotes generated during a specified date range.
- A side-by-side product comparison tool was a new feature added for advisors to easily view a comparison of selected plan coverages and premium.
- ClientBase users can also save time by automatically transferring select client and trip information into Advisor Connect.
- In addition, the revamped intuitive interface allows for advisors to access Travel Guard’s Policy of Insurance plan documents, downloadable marketing materials and training sessions.
- The responsive web design makes the platform accessible on any desktop, laptop or mobile device, enhancing your ability to save and email quotes on-the-go.
Travel Guard is committed to providing the tools and resources our advisor partners need to best fulfill clients’ travel insurance requirements. – Whether you are a new partner or have been with us for a long time, you have had a voice in the improvements made to Advisor Connect by participating in training demos or sharing your feedback. Thank you for your partnership in this initiative, and we look forward to launching more improvements to Advisor Connect in the future.
Should you have further questions about Advisor Connect or how Travel Guard supports advisors, feel free to reach out to a regional sales contact. Travel advisors wishing to apply to become a verified advisor partner of Travel Guard to offer their travel insurance plans can learn more here.
Rave reviews for Advisor Connect – After the relaunch, Travel Guard received positive feedback from advisor users of the platform such as:
- “Really nice user-friendly updates, seems like user feedback has been taken into account.”
- “THANK YOU for adding Live Connect (ClientBase)!”
- "I love getting back the printer-friendly version - very important for fulfillment!"
Travel Guard also offers travel advisor partners monthly newsletters and a series of twice-monthly training webinars to educate you on the full suite of Travel Guard products and services. The webinars delve into numerous topics throughout the year, ranging from travel insurance FAQ for clients, key differences in the Travel Guard travel insurance plans, travel safety advocacy and Travel Guard’s array of assistance services.
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