This process is for any member who is interested in IATAN/and or CLIA.
The purpose of this training is to review the process of member requests to be added to our IATAN List, requesting an IATAN Card/Renewal. *Please note they must qualify with a minimum of $5,000 or more to be added to the list or receive a card (see steps below).
Steps to take for IATAN List
- Once the form has been completed you will log into IATAN via LastPass
- Click Register Employee on the left-hand side
- Click "No" when it asks if the agent has a PRIN or Verification #
- Enter the agent's information. You can look up the industry start date as their start date with Travel Quest in Freshworks
- Sometimes it will ask to check a list of agents to see if it is the same person. Verify it isn't by the last 4 digits of the SSN but SSN does not show anymore only xxx-xx-xxxx shows so go by birth year. If it's not just click next. If it is then you can select that agent.
- Click Confirm Agent Info
- Enter the agent's state, city, and Zip, and click Confirm. Then Next
- Next you will enter their phone and email. The phone must have the area code in the first box, and the rest of the phone number is the second with NO dashes. See picture. Click Update Contact Info (or it won’t let you move on) THEN confirm contact info.
Fill in the boxes with the information below.
- Position: Independent Contractor
- Duty: Outside Sales
- Hours Per Week: (if getting an IATAN card put 35 and over)
- Earnings Per Year: $5000 or more
- Start date found in Freshworks
- Employee Type: Regular Employee
- You will have to select Travel Quest Network from the list of agencies. We were found on page 9.
- Click update registration & confirm agent registration
Steps to take for IATAN Card New or Renewal
- Confirm in TRAMS they qualify for the card *see the screenshot of selections needed to pull report*
- Log into IATAN via LastPass
- Click on Manage Employee ID Card
- Search for the agent by first and last name. If they do not pull up go back to the top and add them to the list first. If they are there select the "PRIN" number and the page will load.
- Select from the side if they are ordering a new card, reissue, or replacement. If the charge is $48 it is for a new ID card. If the charge was $45 it is for a Printed Renewal and $40 for a Digital Renewal.
- If it pops up with their error, you need to edit their sales to be over $5000 as long as you verified, they have met the minimum.
- Click "I agree" after you have verified, they meet the minimum.
- Download the picture provided by the agent on the form. Then select the file from your computer and click upload.
- Can use this website to resize photo if needed **Can use this site to resize the photo if needed
It will prompt you to agree, select the box and click continue.
Currently, our form is charging them in Stripe, verify the charge when through Stripe and merge the stripe FD ticket to our form ticket from the agent.
Use a Company card to pay for the card. Currently, it is Farris Visa. Make sure to Fill out the company credit card use form (see instructions below)
No expedite offered.
TIP!! If the agent has a current card with a different agency, you need to search for them by saying yes they have a PRN, and then search for their name and matching DOB year, update their info, and update that they are with Travel Quest now. You can also REISSUE the card with Travel Quest, and it will give them a new expiration date of one year. to reissue the card with Travel Quest's info.
Select the credit card type, and enter the card number, CSV, name, and expiry date.
Click continue and verify. Make sure the transaction went through. Take a snip of the screen that says ID card Created and paste that into a note on the original ticket requesting the card as proof that it was ordered because we no longer get the email confirmations into support. Attach the screenshot to the Company Form you will complete.
Email the agent you have ordered the card. If they ordered a physical card let them know we will ship it to them once it arrives and have them confirm the address.
If you used the company card fill out this internal form: https://www.agentpro.app/credit-card-use-form/ Use the snip you took of the order confirmation to upload to this form as proof.
Charge Category- BOH
Where is the charge coming from- IATAN
Agent Name
Client Name
Supplier Name
Invoice # (use invoice number from IATAN invoice)
Credit Card used- Farris’s Visa XXXX
Check number- 00000
MCO #- 00000
Upload snip it to a copy of the receipt
Put 00000 for invoice #, Check # and MCO # Entries of the Office Credit Card Usage form are here https://www.agentpro.app/wp-admin/admin.php?page=gf_entries&id=73
Note on the original ticket that you completed the company credit card use form linked above.
In Stripe: Update the Description section by noting what the charge is for. “Arthur Ksiezak IATAN Card Order”
TIP!!! If you need to update an Agency, Email, name, etc. For an agent already on the list Choose REGISTER EMPLOYEE on the left side menu of options. This can be confusing since the agent is already registered but it should say “update” a registration. Once you make the update make sure to go to page 9 of the agencies listed and check box for Travel Quest / Travel Leaders, here you can update their agency from Mainstreet to TQ too.