Agency contact info
Setting up your email
Using the Drive
The Master List
Monthly services fees
Errors & omissions
TRAINING & SUPPLIERS
General training info
Rentals & transportation
Events and brochures
BOOKING & INVOICING
OTHER USEFUL INFO
Tips for success
MEMBERSHIPS & PERKS
ACTA, CLIA, and IATA
FAMs & perks
If you are not licensed to sell insurance, you will not have access the Manulife agent portal.
There are very strict rules around insurance sales. You cannot quote insurance or discuss insurance specifics. You are, however, still required by law to make clients aware that travel insurance is available for purchase.
If you are not licensed (at all, or in the province where the client lives), you can:
Send clients to our Manulife Agency Portal
Send your clients to our Insurance page, where they will find a link to our Manulife portal. When they book here, the confirmation email is sent to admin and will be forwarded to the agent that 'sold' the policy. The website option does not offer all policies though (only All Inclusive, Premium Protection, Non-Medical, Trip Cancellation, and Global Medical under age 60). Regular commission rates apply.
Do not use the Referral Program for clients that can book online.
Use Manulife's Referral Desk
Not licensed where your client lives? Unsure of what to sell? The Manulife Referral Desk has you covered.
The Referral Desk is available whenever you need help closing an insurance sale. It allows your clients to obtain comprehensive travel insurance coverage, especially if they live where you are not licensed to sell travel insurance.
Contact the Referral Desk in 1 of 3 ways:
1. Agent emails the Referral Desk and cc’s client
2. Phone transfer: With your client on the line, agent calls Referral Desk and transfers client to Referral Desk agent
3. Client can phone or email Referral Desk
Phone: 1 (888) 220-5212
Don't forget, you must email one of the following statements to your clients, depending on if you are licensed to sell insurance or not
If you are licensed:
Go Travel is a licensed Manulife Financial Travel Insurance provider and it is required that we make you aware that travel insurance is available for purchase. Suppliers and the Government of Canada highly recommend the purchase of travel insurance. If you are interested in purchasing Manulife travel protection with Go Travel, I can provide you with a policy quote and some additional info.
If you are not licensed:
Go Travel is a licensed Manulife Financial Travel Insurance provider and it is required that we make you aware that travel insurance is available for purchase. Suppliers and the Government of Canada highly recommend the purchase of travel insurance. If you are interested in purchasing Manulife travel protection with Go Travel, please visit our insurance website for additional information.
Along with that statement, you must always attach this document. This can be sent in an email or attached to an invoice.
If you are licensed in the province where the client lives, you can quote as required from the agent portal.
On the Drive you'll find an example quote to give you an idea of what information should be included. Do not copy and paste - you'll need to use the current information from the Manulife agent portal.