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quoting insurance

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. 

 

or
 

Use Manulife's referral program
 

As an agent, you have the option of referring your clients to purchase travel protection. You can send them the referral form found on the drive. It contains the agency code of STETVER and you can put the agent ID as admin. All your clients have to do is call or email the contact information on the form. If they purchase travel protection, you will get the commission. Referral commission is less but your client is protected.

Referral slip

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.
https://www.gotravelcompany.com/insurance



 

Along with that statement, you must always attach this document. This can be sent in an email or attached to an invoice.

Insurance Liability Release

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.

                                           

Insurance quote example