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Partner Resources

We provide you with the tools to succeed!

Welcome to our Partner Resource Page

Use the left-hand-side navigation bar to quickly access complete policy wordings, rate charts, steps to selling guides, links to useful webpages, and more!

If you have any questions, our Support Services Team is available to assist you Monday – Friday 9:00 a.m. – 9:00 p.m. (ET). Call 1-855-566-8555, email info@travelance.ca or use the live chat feature in the bottom right hand corner of your screen.

Products

All Products

All Products

Sales Tools

Travelance Summary of Plans

- A quick reference summary in an easy to scan table format

Travelance Plans Overview

- A descriptive overview of our plans

Travel Right Insurance Plans (TRIPs)

Travel

Policy Wording

TRIPs Travel Policy

- Complete Travel Insurance policy wording

Rate Chart

TRIPs Travel Rates

- Select a plan from the TRIPs rate chart table of contents

Sales Tools

Steps to Selling a TRIPs Policy

- Guide to selling a TRIPs policy

Eligibility Questionnaire

Use this questionnaire if:

- Your client is under 70 years old and wants to insure a trip cost of more than $25,000; or
- Your client is over 69 years old and wants to insure a trip cost of more than $15,000; or
- Your client is over 69 and under 90 years old and wants to buy the All Inclusive Worldwide Plan for more than 16 travel days.

To download the eligibility questionnaire, log in to the online portal and select the ‘Forms’ tab.

24/7 Lite

Policy Wording

TRIPs 24/7 Lite Policy

- Complete Travel Insurance 24/7 Lite policy wording

Rate Chart

TRIPs 24/7 Lite Rates

- Select ’24/7 Lite Plan’ from the TRIPs rate chart table of contents

Sales Tools

Steps to Selling a TRIPs Policy

- Guide to selling a TRIPs policy

Youth

Policy Wording

TRIPs Youth Policy

- Complete Youth Travel Insurance policy wording

Rate Chart

TRIPs Youth Rates

- Select ‘Youth Plans’ from the TRIPs rate chart table of contents

Sales Tools

Steps to Selling a TRIPs Policy

- Guide to selling a TRIPs policy

Youth Quick Reference Sheet

- A one-page overview of the Youth Travel Insurance policy rates and benefits

Eligibility Questionnaire

- Required to insure a trip cost of more than $25,000

To download the eligibility questionnaire, log in to the online portal and select the ‘Forms’ tab.

Visitors to Canada Emergency Medical Insurance Plans (VTC)

VTC

Policy Wording

VTC Premier and Essential

- Complete Visitors to Canada Emergency Medical Insurance policy wording

VTC Lite

- Complete Visitors to Canada Lite Emergency Medical Insurance policy wording

Rate Charts

VTC Premier and Essential

- Visitors to Canada Emergency Medical Insurance policy rate chart

VTC Lite

- Visitors to Canada Lite Emergency Medical Insurance policy rate chart

Sales Tools

VTC Steps to Selling

- Guide to selling a Vistors to Canada Emergency Medical Insurance policy

VTC Comparison Table with Blank 4th Column (Legal Size)

- This benefit comparison table includes our three Visitors to Canada Emergency Medical Insurance policies and a blank fourth column which can be used to compare our products with a competitor’s product

Compliance

‘Non Resident Of’ option in the Online Portal

- Guide to using the ‘Non’Resident Of’ option in the Online Portal

How to Make a Change to a VTC Policy in the Online Portal

- Learn about the changes you can make yourself to a client’s Visitors to Canada (VTC) policy in the online portal, both before the policy is in effect and after the start date (but before expiry).

Student Accident Plan (SAP)

SAP

Policy Wording

SAP Policy

- Complete Student Accident Plan policy wording

Sales Tools

SAP Steps to Selling

- A guide to selling a Student Accident Plan

SAP Overview

- An overview of the Student Accident Plan