Embrace a cutting-edge business platform designed to turbocharge your travel agency ventures.
Introducing the Advisor Portal, a comprehensive platform designed exclusively for travel advisors and agencies to manage their business operations seamlessly with our website. In collaboration with top industry experts, we have developed a user-friendly dashboard to access our website's suite of features and customer service team.
This all-encompassing portal allows advisors to oversee their entire activity with our website in one straightforward interface. Within the portal, they can:
- Generate unique links to share travel quotes with clients
- Craft multiple quotes for single trips
- Leverage the roster quoting feature for bulk quoting with a single file upload
- Send quotes and policy documents to clients
- Adjust policies and edit quotes directly
- Modify clients' policies, even for already purchased policies
- Monitor sold policies and quotes
- Observe real-time purchases
- View upcoming departures
- Detect if clients have downloaded our website app
- Access FAQs and other valuable resources
Advisors can also interact with our website's support and claims teams 24/7 through the portal for questions and special requests.
Travel advisors who are not yet part of our website's advisor network can sign up here to be added to the advisor portal waitlist by providing a few simple details. In the forthcoming months, we will optimize the portal with additional customization features, expanding on company-wide and advisor-specific viewership and analysis options, as well as increased automation capabilities, catering to our valued partners' business advancement.
In the words of top, trusted travel advisors within our network:
- Janet T., Owner of The Travel Dreamer, finds the portal "even better for creating and sending quotes, purchasing, and following up with clients."
- Claudia M., Owner of CZM Travel Group, believes the portal demonstrates our website's commitment to providing "extra care and attention to detail."
- Nikk M., Owner of Travel With Nikki, highlights our website's ambition to "value their partnerships with advisors."
- Lisa S. of Commodore Travel asserts that our website "quickly rose to the top of the travel insurance industry and is setting the bar extremely high when it comes to support and service for clients and travel advisors alike."
By leveraging the Advisor Portal, travel advisors can streamline their operations, enhance client experiences, and potentially increase revenue opportunities. The portal's innovative technology empowers advisors to thrive in today's ever-evolving travel market.
- Travel advisors can send quotes and policy documents to their clients directly through the Advisor Portal, making it easier to manage their business operations.
- The Advisor Portal offers features like real-time purchases monitoring, upcoming departures view, and app download detection, which are beneficial for both travel advisors and their clients.
- In the ever-evolving travel market, travel advisors who utilize the Advisor Portal can streamline their operations, enhancing client experiences, and potentially increasing revenue opportunities with its advanced technology.
