Travelex Insurance Services
Partner Status: Preferred
Support Phone: 800.471.7220
Agent Portal: Click Here
Contact Information:
Contact Name: Sean Crosby
Contact Email: Sean.Crosby@travelexinsurance.com
Contact Phone: 402.676.3768
Additional Information:
Product Highlights: Ultimate: Max Trip Cost: $100,000 Maximum Trip Length: 180 Days Pre-Existing Condition Exclusion Waiver: 21 days from initial trip deposit Primary Coverage Kids 17 and under included at no additional cost (1:1 ratio of Adult to Kid) Emergency Medical and Dental Expenses: $250,000 Emergency Medical Evacuation: $1,000,000 Advantage: Max Trip Cost: $10,000 Maximum Trip Length: 30 Days Primary Coverage Emergency Medical & Dental Expenses: $50,000 Emergency Medical Evacuation: $250,000 Commission Advantage: 26% Ultimate: 26% Commission Protection: 20% (see attachments below) Commission Protection Claim Form Travelex Commission Protection Guidelines
Travelex Insurance Services
Website
www.travelexinsurance.com
Ultimate Plan - Full Policy Details
Advantage Plan - Full Policy Details
Location Numbers
- 05-1110 – Orange County
- 05-1112 – La Jolla
- 05-1113 – Palm Desert
- 05-1117 – Rolling Hills Estates
- 10-0308 - Atlanta
- 32-0565 – New York
Product Highlights:
Ultimate:
- Max Trip Cost: $100,000
- Maximum Trip Length: 180 Days
- Pre-Existing Condition Exclusion Waiver: 21 days from initial trip deposit
- Primary Coverage
- Kids 17 and under included at no additional cost (1:1 ratio of Adult to Kid)
- Emergency Medical and Dental Expenses: $250,000
- Emergency Medical Evacuation: $1,000,000
Advantage:
- Max Trip Cost: $10,000
- Maximum Trip Length: 30 Days
- Primary Coverage
- Emergency Medical & Dental Expenses: $50,000
- Emergency Medical Evacuation: $250,000
Commission
- Advantage: 26%
- Ultimate: 26%
- Commission Protection: 20% (see attachments below)
Resources
- Ultimate Plan Flyer
- Advantage Plan Flyer
- Ultimate & Advantage Product Comparison & Coverage Highlights
State Specific Flier for Advantage
- Advantage Flyer - All Other States
- Advantage Flyer KS rates
- Advantage Flyer MO rates
- Advantage Flyer NH rates
- Advantage Flyer NY rates
- Advantage Flyer WA rates
State Specific flier for Ultimate
- Ultimate Flyer - All Other States
- Ultimate Flyer KS rates
- Ultimate Flyer MO rates
- Ultimate Flyer NH rates
- Ultimate Flyer NY rates
- Ultimate Flyer WA rates
Travel Med Go
TravelEx last Minute Bookings 'Gap Solution', book directly with Travelex to earn commission
- If you are using ADX to collect the client's payment in-house, you need to use TRAVELEDGE TRAVELEX as the Vendor Name
- If you are booking directly with Travelex and paying with the client's credit card, Travelex needs to use TRAVELEX as the vendor
- To invoice for commission payment in ADX, use "TRAVELEX INSURANCE SERVICES" as the vendor in the ADX invoicing tool
- REMINDER: The Travel Med Plan is a 'post-departure' plan - there is NO cancellation benefit
Commissions
Travel Med Go: 20%
TA Annual Program, Partner Advantage Plus / Advisors only
Travelex has a TA Annual Program, Partner Advantage Plus – details attached. This product is only loaded onto the 05-0744 location number. Agents will need to contact the Travelex customer solutions team on: 844-858-9911 with location number 05-0744 to purchase a plan. Please note that the product is only available to Advisors and those in their immediate household, and there is no commission tied to purchase. Annual Plan for multiple trips is NOT available in NY.
Resources
Group Plans and process
| Designed ARC/IATA Number | Brand Name | Group Insurance (Booking Type) |
|---|---|---|
| 05769260 | Travel Edge - Orange (US Main) | Roster |
| 05852545 | Travel Edge - Palm Desert | Referral Link |
| Group Commissions | ||
| Group Choice (roster or referral) = 20% | ||
| Group Premier (roster or referral) = 26% | ||
| Group Resources | ||
| Group Choice & Premium Comparison Table | ||
| 360 Group Training Manual | ||
| 360 Group Travel Protection Procedures Referral | ||
| 360 Group Travel Protection Procedures Roster | ||
| 360 Group Plus Procedures | ||
| 360 Group Choice FAQ | ||
| Downloadable Forms | ||
| Group Premier Form | ||
| Group Choice Form |
Contact
ALL ISSUED POLICY REFUNDS, CHANGES, MODIFICATIONS must be handled by aDX support: adx.support@trip-arc.com
Main Contact
Brian King - California Branches
- Regional Sales Manager - CA, NV, HI
- CA License No.0M12441
- brian.king@travelexinsurance.com
- P: 800.471.7220 | M: 402.676.3768 | F: 888.369.8481
Other Contacts
Sean Crosby
- Director of Sales
- CA License No. 4157187
- O: 810 N. 96th Street, Suite 300, Omaha, NE 68114-2767
- P:800-284-4442 | M: 470-522-6531
- E: Sean.Crosby@travelexinsurance.com
Jim Osborne, Regional Sales Manager NY & PA
- P: 877-575-4814 toll free
- M: 917-471-3503
- E: jim.osborne@travelexinsurance.com
Michael Ray - Atlanta Branch
- Regional Sales Manager – AL, GA, SC
- License No.3207083
- michael.ray@travelexinsurance.com
- P: 800.394.4989
Claims Assistance
- Zurich Travel Claims Administration
- support@zurichtravelclaims.com
- Direct: +1.800.501.4781
- M-F: 8:30 am to 8:00 pm EST
- Zurich Travel Claims Administration: P.O Box 1019, Youngwood, PA 15697-0919
- To start a claim online, visit www.travelexinsurance.com
- Baggage Claim Form General
- Medical-claim-form
Travel Assistance & Concierge Services
- Zurich Travel Assist (ZTA)
- assistance@zurichtravelassist.com
- Within USA & Canada: +1.800.555.0870
- Outside USA & Canada: +1.416.977.1803
- 24 hours a day / 7 days a week
Additional Resources
- TA Validation Form
- Adventure Activities Upgrade
- Pre-existing Medical Condition Coverage
- Travel Destinations Restrictions
- Travel Edge Partner Reference Guide
- Travelex Training Deck
- Travel On App Flier
- Travel ON App
Old Attachments & Resources