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AgentMaxOnline

Technical Introduction & Training

2 This document and its contents are confidential and may not be disclosed to any other party without permission from Allianz Global Assistance.

Agenda

1 More than Just a New Coat of Paint

2 Quote, Buy, Self-Service

3 Beyond the Basics

4 Administration

5 Automated Selling Tools

6 Promote Insurance Directly

7 Tracking your Sales

8 Migration

9 Customer Storefront

10 FAQ

11 Need Help


1. More Than Just a New Coat of Paint

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• For agents, by agents.

• We heard you, and have made our

award-winning selling tool even easier to

use. AgentMax Online is mobile

responsive , accessible from any device,

and we have streamlined the process to

make getting quotes even faster. You can

connect to your account and sell travel

insurance anywhere, allowing you to

provide greater customer service by

always being able to offer trip protection!


2. Using AgentMax Online – Logging In

• Access the site by going to www.AgentMaxOnline.com

Log in, with your

Email address &

password.

If you have never

used AgentMax

before click the

Create New

Account button.

Feel free to call us

if you want help.


2. Using AgentMax Online – Create New Account

To create your new

account, enter your email,

ACCAM Number and click

on the green Verify button.

Your Agency Name will

then be displayed and you

will see a blue Next

button.

Click on the Next button to

receive the email. Open

the email and click on the

blue Verify Your Email

button to create your

account.


2. Using AgentMax Online – Quote/Purchase

Your Logo Here.

Quoting is

even easier–

simply enter

the trip

information

and select

Get Quote.

Lotus Travel Agency


2. Using AgentMax Online – Quote/Purchase cont.

The Trip Details

carry over to this

page and can be

edited from here

if necessary.

Click here to

compare all

products.

Click the name of

the product you

wish to sell to see

all available add

ons & benefit

information. To

continue, click

Select Product.



If you need to go back and

change your product click Edit.

Be sure to fill in

the Destination

& Supplier

fields. These

are required.

Traveler

Information

appears below.



Fill in Traveler

Information

Your Agent Id

will be pre-

populated.

Opt into MaxMail,

Save and/or

Email your quote

from here. To

complete the

purchase scroll

down this page to

continue

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2. Using AgentMax Online – Purchase cont.

Be sure to check

the boxes for the

Purchase

Agreement &

Certificate of

Insurance before

clicking

Purchase. These

are required

Select how you

want the

confirmation

documents sent

to your customer.


2. Using AgentMax Online – Purchase Completed

Once done, click on either of these

options to return to the Home Page

Access a

copy of the

Purchase

Receipt for

your records.


2. Using AgentMax Online – Self Service

Need to Modify

or Cancel a

policy? Or want

to access a

Saved Quote?

Click on the

appropriate

button.

Note: If you

have used the

software

version

before, good

news, you can

access all of

your prior

history from

here too.

Lotus Travel Agency


2. Using AgentMax Online – Self Service cont.

You can sort the history from the

options in this drop-down menu.

Using these tabs

you can access all

of your Saved

Quotes & Confirmed

Policies. Note- The

Pending tab is for

Credit Card

rejections.


2. Using AgentMax Online – Self Service cont.

Simply clicking on

the customer’s

name will open

the options menu.

From here you

can

Modify/Cancel a

policy, Print the

Purchase Receipt

and more!


3. Using AgentMax Online – Agency Services

Lotus Travel Agency

From the User Options item, you can upload your logo, customize

MaxMail settings, manage your agencies & reset your password.

Order Brochures

from here.

If a customer

declines

insurance, be

sure to have

them sign the

waiver.


3. Using AgentMax Online – News & Resources

Your one-stop

shop for training

materials,

articles, and

marketing

resources!

You can even

add the

QuoteMax tool

from here!


4. Administrative Settings – Getting Started

If you are an

Administrator of

your account, you

can Enable and

Disable our

Recommendation

Engine, Agent

Tips, and

QuoteMax


4. Administrative Settings – Making your life easier!

Based on your customers trip – the right product

can be recommended to help you sell.

We have

even

added tips

to help

you to

know if the

product

has

special

benefits

such as

Kids Free!


5. What if Offering Trip Insurance was Easier?

This simple question led to the creation of 2nd

Chance by MaxMail, an easy, free way to

automatically send second chance selling offers to

your customers.

Easy Offer – Easy Sale

- Each 2nd Chance by MaxMail offer includes a

personalized, co-branded offer with a link for the

customer to complete the sale

Easy Sale – Easy Money

- When your customer purchases, these sales

show up in your sales history & you still get full

credit for the sale

MaxMail has

already generated

over a million

dollars in

commission for

licensed agents. So,

what are you

waiting for?


5. Setting up MaxMail

Click on User

Options to get started

then click on the

MaxMail tab.

Lotus Travel Agency


5. Setting up MaxMail cont.

Check this box so all

quotes get opted into

the program

automatically.

Choose how many

offers will be sent and

which product with be

included.

Don’t forget to set up your Logo if you

haven’t already.

From now on, any time you create and save a quote, it will be opted into the program.


6. Now More Than Just a Link

You are no doubt driving traffic to your website; why

not offer trip insurance from there too? Now you can,

with QuoteMax.

Easy to set up

- Configure a few options and then, we provide a

small piece of code for your IT group to insert

onto your web page.

Enhancing your experience

- The customer fills some basic information in the

widget and gets a product & price while still on

your page.

- If they opt to buy, they are routed to a co-

branded check out page.

Agent Tip

You still get full

credit for all of

these sales & they

show up in your

AgentMaxOnline

sales history too.


6. Setting up QuoteMax

If you are an

Administrator, log

in and click here.

Select the

QuoteMax tab to

get started.


6. Setting up QuoteMax cont.

Step one will be to select multi or single product. The

default product can be specified or the recommendation

engine can handle product selection.

Agent Code can

be specified to

give credit for the

QuoteMax Sale!

Both Landscape

and Portrait

backgrounds to

choose from

Two simple ways

to copy the code

necessary for

putting QuoteMax

on an Agent site.


6. QuoteMax- A Live Sample


6. There is a Link Version Too

We know a full size quote widget may not always be

the best choice. So we offer a simpler version of the

tool as well.

Easy to set up

- Configure a few options and then, we provide a

link that you can insert in an e-mail.

Easy to Use

- After clicking on the link the customer will be

taken to a co-branded, mobile optimized, form to

fill in information to get a quote and complete the

sale.

Agent Tip

You still get full

credit for all of

these sales & they

show up in your

AgentMaxOnline

sales history too.


6. Setting up QuoteMax – Email Version

Choose Email Version

Agent Code must be specified to give credit for

the QuoteMax Sale.

Once you make both your selections, click on the

blue Create button.

Click here to navigate back to

Administration and QuoteMax tab


6. Setting up QuoteMax – Email Version

There are two

simple ways to

copy the code

necessary for

putting QuoteMax

on an Agent site.


7. Reporting

Specialized reports

& analysis by

report type,

purchase queue

and date

You can see all of

your sales –

whether they’re

from the

software, online

MaxMail, or

QuoteMax!


8. Account Migration

Changing a routine is never easy and since our

current site is retiring on November 1st 2017; we

wanted to make the transition as easy as possible.

So, we have migrated current accounts.

A new URL

- Now instead of

http://partner.allianztravelinsurance.com use

- www.AgentMaxOnline.com

Get Started Today

- Click on the new URL and log in with your

current user name and password.

- Complete a few more steps and you are done.

Agent Tip

Be sure to update

any bookmarks you

have for the new

site for easy access

http://partner.allianztravelinsurance.com/

http://www.agentmaxonline.com/


8. Migrating your account from Partner.ATI to AgentMaxOnline

You will see a red message like this

when you try to login to

AgentMaxOnline with your existing

partner account.

Check your email. You will see an

email from agency services. Open

that email and click on the blue Verify

Your Email button to complete your

profile and start using AgentMax

Online


9. A Better Experience for your Customer

If your customer has gotten a brochure, and wants to

buy online; you want them to have the best

experience possible.

Same Process

- Starting Nov 1st 2017 all brochures will include the new

URL www.agentmaxonline.com/customer along with

your ACCAM number.

Improved Capability

- The new mobile optimized site makes it easy for the

customer to complete a sale from anywhere on any

device

Agent Tip

Be sure to remind

your customer to fill

in your Accam

number during the

quote so you can

still get full credit for

the sale.

http://www.agentmaxonline.com/customer


9. Customer Storefront

Remind your

customer to include

your ACCAM here

Your customer will

enter their trip

information and

select the blue

Get Quote button.



Your customer

will then select

a product of

their choice

Based on the

information

entered by the

customer, the

right product

can be

recommended



Your customer

will then add

Suppliers and

complete

Traveler

Information


9. Customer Storefront Customers will be

able to email

themselves a

quote with an

option to buy

later.

Lastly, they check

the boxes for the

Purchase

Agreement &

Certificate of

Insurance before

clicking the blue

button for purchase.

Customers then

enter their payment

information and

how they want the

confirmation

documents sent.


10. FAQ

Do I have to choose between the online and software version?

• No, you can use BOTH the online and software versions interchangeably. The online and software

versions are connected, so all of your bookings can be viewed in both.

Does AgentMaxOnline connect to my GDS (i.e. Sabre or Apollo)?

• Yes! AgentMaxOnline connects to ClientBase Plus and ClientBase Browser as of September 28th

2017. Connections to Apollo and Sabre are rolling out in 2018.

How does the product recommendation feature work?

• Based on customers’ trip details, this feature provides specific product recommendations for quotes

to either agents via AgentMax Online or to customers directly via QuoteMax.

Today I use the https://partner.allianztravelinsurance.com site; does my account work in

AgentMaxOnline?

• Yes, simply navigate to www.agentmaxonline.com and log in with your current email and password.

You will get an email to validate your account with additional instructions.

https://partner.allianztravelinsurance.com/

http://www.agentmaxonline.com/


10. FAQ

I already use the software version of AgentMax, how do I set up an account for the online

version?

• It’s easy, just log into the software as normal, click on the Tools item from the top of the screen and

then select AgentMaxOnline from the drop down menu.

I’ve used the software and online versions of AgentMax, will my sales from both show on

reports?

• Yes, not only that, any sales your customer’s completes through either MaxMail and QuoteMax will

show on the reports as well.

I need to purchase the Professional Travel Program; how do I do that?

• As of 9.28.2017 the PTP program will be available in AgentMax. Simply create a quote as normal,

and check the bottom of the product list. Remember; this product is only available for Travel

Agents.

When does the current http://Partner.AllianzTravelInsurance.com site retire?

• That site retires on November 1st 2017

Check out www.allianztravelinsurance.com/agentmax for more info

http://partner.allianztravelinsurance.com/

http://www.allianztravelinsurance.com/agentmax


11. Need Help?

• For questions and support, please contact our Inside Sales department.

• Phone- 866-333-7874

• Email- [email protected]

• Thank you and happy selling!

mailto:[email protected]

Thank you.

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