Partner Space User Guide

Welcome to Your Partner Space!

Partner Space is your central hub for quoting, selling, and managing Saskatchewan Blue Cross travel policies.

As a valued Advisor Partner, this digital guide is designed to help you navigate the new portal with confidence. Use it as your step-by-step reference for processing quotes and applications, managing policies, and exploring the many features built to support both your business and your customers.

It includes system walkthroughs, process overviews, and how-to instructions for quoting, selling, supporting customers, and managing policies and users — all in one convenient resource.

To ensure a full understanding of the products and coverages available, please also review:

• Partner’s Guide: A user-friendly reference that simplifies key product information — including coverages, eligibility, health declarations, and pre-existing condition guidelines. It’s designed to help you confidently guide customers through plan options and requirements.

• Policy Booklet: Your detailed reference for all product information — including coverage details, eligibility, exclusions, definitions, and terms and conditions. It’s the go-to resource for understanding exactly what’s covered under each travel insurance plan.

• Travel Enhancements Training Webinar: Training is mandatory. If you have not attended one of our live training sessions, on-demand training must be completed in its entirety to receive access to quote and sell Saskatchewan Blue Cross Travel insurance.

Additional resources are available in your Advisor Learning Centre under Individual Advisor Resources.

Together, these resources provide the complete foundation for delivering exceptional service and travel insurance expertise with Saskatchewan Blue Cross.

Let's get started!

NEW Partner Space Training Webinar and Demo

• On-demand training is now available in the Advisor Learning Centre. Training is mandatory to quote and sell in the new Partner Space.

• If you do not yet have access, please request it—access will be granted within one business day.

• For questions or support, contact [email protected].

Access and Log In

Designed for first-time users, this guide provides instructions for accessing and logging in to Partner Space, ensuring a smooth transition to managing travel policies.

Partner Space Navigation 🧭

Home

Your Home screen provides quick access to the tools you need to:

• Create and manage quotes

• Sell and service Travel Insurance policies

• View and update customer account details

• Access your commission statements

1. Top Menu Bar: Provides access to all functions and tools available within your Partner Space.

2. New Opportunity: Use this feature to capture caller (account holder) information, generate a quote, complete a health declaration (if applicable), and process payment for the policy.

3. Quick Quote: Generates a travel quote using minimal information.
   Important: The Quick Quote feature does not include health declaration questions. It provides a base quote assuming the traveler is in perfect health (when a health declaration applies). For accuracy, always use the New Opportunity feature when quoting.

4. Search Bar: Allows you to search for existing accounts, opportunities, or contracts your organization has serviced.

5. Personal Profile: Displays your account details. From here, you can edit your profile and, if you have Administrator access, manage user accounts for your organization.

Tip: Check out the tutorials below for step-by-step instructions and helpful guidance to navigate the Partner Space efficiently and with ease.

Top Menu Bar

Accounts

This section explains how to manage accounts within your organization, including how to view and edit Account Holder information, access account details, and create new opportunities. When creating a new opportunity from an existing account, the Account Holder’s information will automatically populate, streamlining the quoting and sales process.

Opportunities

This section outlines how to navigate and manage Opportunities within the Partner Space. It explains how to filter and search for specific opportunities and interpret key details — such as status, Account Holder information, and current stage — to efficiently track and manage sales activity.

Contracts

This section provides an overview of managing Contracts within the Partner Space. It explains how to access and interpret key details — including traveller information, coverage specifics, and billing information. You’ll also learn how to modify or cancel contracts, view historical updates, and ensure all information remains accurate and up to date for efficient contract management and clear communication.

How-To Tutorials

Quick Quote

The Quick Quote feature allows you to generate a travel insurance quote using minimal traveler information. This tool is designed for quick estimates and does not include health declaration questions. Quotes generated through this feature assume the traveler is in perfect health when a health declaration would normally apply.

Selling a Policy

Selling a Policy (Individual, Top-Up, Annual)

This section provides a complete overview of the travel insurance policy sales process, guiding you through each stage — from capturing applicant information to finalizing payment. It outlines the role of the Account Holder and explains how to manage policy documentation effectively. By following this guide, you can streamline the application process, verify eligibility, and customize coverage options to deliver a smooth and efficient customer experience.

Selling a Policy for an Underage Traveller

This guide provides clear, step-by-step instructions for selling a travel policy for an underage insured. It outlines the legal guardian’s role as the Account Holder and explains how to complete the application, manage policy documents, and access information through the Customer Portal — ensuring a smooth and compliant process.

Selling an Annual Policy + Extension

This section outlines the steps for selling an Annual Policy with an Extension, ensuring both policies align with the trip start date. It explains how to select coverage options and view premium breakdowns, helping agents streamline the sales process and provide comprehensive, efficient service.

Selling Additional Days (Extension) for an Annual Policy

This section provides a step-by-step process for extending Annual Travel Insurance coverage. It outlines how to accurately update traveller and trip details while applying automatic discounts for existing coverage.

Selling a Visitors to Canada (VTC) Policy

This section provides a step-by-step process for selling a Visitors to Canada (VTC) policy. It outlines key roles, including the Account Holder’s responsibilities, and explains how to manage policy documentation effectively. By following this guide, you can streamline the application and quoting process, ensure eligibility compliance, and create a smooth insurance experience for travellers.

Selling Travel Coverage for Large Groups (Travelling Together)

This guide outlines the step-by-step process for selling travel coverage to large groups. It helps Advisors efficiently manage multiple travellers under a single opportunity, streamline payment, and ensure policy documents are organized and accessible for the group leader.

Modifying a Policy

Modifying Trip Dated

This section outlines how to modify trip dates within a member’s policy, including handling early returns and processing coverage changes, premium adjustments, or refunds. By following this guide, you can efficiently update travel details and manage policy modifications with ease.

Cancelling a Policy

This guide provides a straightforward process for cancelling a policy, ensuring users can efficiently navigate the necessary steps. It outlines how to access the member's contract, initiate cancellation, and handle payment or refund details.

Member Account Modifications

This guide outlines the key steps to efficiently locate and edit customer account information, helping users manage accounts accurately and with ease.

Administrator Guide

This Administrator Guide provides a clear and concise overview of the enhanced tools available to Administrator users in Partner Space. Inside, you’ll find step-by-step instructions for adding and managing users, along with a simple reporting guide to help you access and interpret key office reports.

Whether you’re setting up new team members or maintaining ongoing oversight, this guide is designed to support smooth administration and ensure your office has the information and access it needs to operate efficiently.

Customer Space User Guide

The Customer Space is a secure, self-service portal where Account Holders can manage their travel insurance online. This guide provides step-by-step instructions for creating an account, updating contract details, submitting claims, and managing personal information.

2025 Travel Enhancements Advisor FAQ

This Travel FAQ provides clear answers to common questions about travel products, processes, and system functionality within the new Partner Space platform. It is designed to help you confidently support customers throughout the transition.