Embrace our platform designed to propel your travel advisory business towards unprecedented altitudes
Introducing the Advisor Portal, a comprehensive platform designed to streamline business operations for travel advisors and agencies on our website. Co-developed with top industry professionals, this modern, user-friendly dashboard ensures seamless access to our website's suite of features and customer experience team.
The Advisor Portal serves as a one-stop solution for travel advisors, providing a clear overview of their activity with our website. Key features include:
- Sharing quotes with clients via unique links
- Creating and managing multiple quotes for a single trip
- Bulk quoting with roster quoting feature for speed and efficiency
- Sending quotes, policy documents, and adjusting policies to clients
- Editing quotes directly and modifying clients' policies post-purchase
- Tracking sold policies, real-time purchases, and revenue earned
- Monitoring upcoming departures and confirming whether clients have downloaded the our website app
- Accessing FAQs and helpful resources, as well as 24/7 support and claims teams.
Advisors have praised the Advisor Portal, citing its quick, easy-to-use interface and streamlined business operations. Compliments include:
- Janet T., Owner of The Travel Dreamer: "This portal makes everything even better. So easy to create and send quotes, purchase, and follow up with my clients."
- Claudia M., Owner of CZM Travel Group: "our website provides extra care and attention to detail."
- Nikk M., Owner of Travel With Nikki: "our website is making a clear statement that they value their partnerships with travel advisors."
- Lisa S., of Commodore Travel: "our website has quickly risen to the top of the travel insurance industry and is setting the bar extremely high when it comes to support and service."
Travel advisors not yet part of our website's advisor network can join the waitlist by signing up here. In the coming months, optimizations and additional customization features will be added, including increased automation capabilities and agency-specific viewership and analysis options.
The Advisor Portal represents a significant leap forward in the travel industry, offering an easy-to-use, comprehensive tool that streamlines proposal creation, manages client relationships, and enhances operational efficiency, all while providing exceptional client experiences.
- The Advisor Portal allows travel advisors to send quotes, policy documents, and adjust policies to clients, making their insurance and travel lifestyle more efficient.
- Travel advisors can track sold policies, real-time purchases, and revenue earned, using technology to monitor upcoming departures and confirm whether clients have downloaded the travel app on the Advisor Portal.
- For travel advisors signing up for our website's advisor network, the Advisor Portal will offer increased automation capabilities and agency-specific viewership and analysis options in the future, improving their travel business operations.
