How to Open a TAPASHBOARD

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Ashlee Matthews
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1 52-S Oakland Ave. East Hartford, CT TAP Overview & Workflow Travel Insured Agent Portal The TAP software application will install and reside on your desktop and remain in Quick Quote mode on the home screen as shown below. NOTE: If installing TAP for the first time, the program opens to the TAP DASHBOARD where you enter your Travel Insured login credentials, and click Submit. Once you enter the necessary data for a quote, click the Get Quote button to retrieve a list of applicable insurance plans, as shown on the next few screens: V (6/10/13) Page 1 of 20

2 V (7/11/13) Page 2 of 20

3 Plans are displayed, and as you select each one, the Product Description changes on the right. NOTE: Pricing is displayed below the Product Description: V (7/11/13) Page 3 of 20

4 Adding Optional Coverage: V (7/11/13) Page 4 of 20

5 Make sure your Optional Coverage is added to the pricing summary displayed on the right before proceeding to the next step: Once you have the plan you wish to save, click the Save/ Quote button at the bottom of the page. V (7/11/13) Page 5 of 20

6 Save/ Quote: You only need a customer name and to save your quote, but you also have the option to send an immediate , or reminders as per the instruction shown here. V (7/11/13) Page 6 of 20

7 Once your quote is saved, you will receive a confirmation message from the Travel Insured server. To find this quote in TAP, click on the Saved Quotes & Policies tab at the top. Retrieving a Saved Quote: Click on the Load Selected Quote button at the bottom left of this screen, to see how easy it is to purchase this policy. V (7/11/13) Page 7 of 20

8 Complete the State of Residence field, and click Get Quote to begin the purchase process: V (7/11/13) Page 8 of 20

9 TAP displays the plan and optional coverage selected in the original saved quote. Click the Next button at the bottom right of your screen to proceed. V (7/11/13) Page 9 of 20

10 Traveler Information: You can enter your traveler information or choose the Import button to retrieve data from past policies for repeat travelers. Note: The address entered on this page is used to send a confirmation . V (7/11/13) Page 10 of 20

11 When clicking the Import button, enter the last name of the traveler you wish to import and click the Search button to view past policy data. Select the one you wish to import, and click OK. V (7/11/13) Page 11 of 20

12 Contact information fields are auto-populated. Verify that all data is accurate, especially the date of birth. Once you review all data fields, click the Import button next to Traveler #2 to import name and date of birth for the companion traveler. V (7/11/13) Page 12 of 20

13 TAP completes the search criteria for you based on the primary traveler entered in the previous step. Simply click the search button, and then select the traveler you wish to import, and click OK. V (7/11/13) Page 13 of 20

14 The name and date of birth are auto-populated. Click the Next button to proceed. V (7/11/13) Page 14 of 20

15 Destination & Carriers: The Primary Destination field is mandatory, all other fields are optional. When complete, click the Next button to add beneficiaries and proceed to the Payment Information screen. V (7/11/13) Page 15 of 20

16 Add Beneficiaries: V (7/11/13) Page 16 of 20

17 Payment Information: You can overwrite the in the Delivery Method section on this page if you wish to send confirmation to a second party. Confirmation s are automatically sent to the provided for the primary traveler, as well as the indicated on this Payment page. If both s are the same, only one confirmation is sent. Once all data is complete, click the Next Button for a final review. V (7/11/13) Page 17 of 20

18 Policy Review: After data is reviewed, click the Purchase button in the lower right and wait for confirmation from the server. V (7/11/13) Page 18 of 20

19 Confirmation: V (7/11/13) Page 19 of 20

20 To find this policy in TAP, simply go back to the Saved Quotes & Policies screen, and select the Saved Policies button, enter the name of your traveler, and click the search button. V (7/11/13) Page 20 of 20

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