Advisor Resources
Everything you need to build your advisor business.
Certification, commissions, client selling, and lead gen. Straight answers, no fluff.
Who it is for
Travel agency directory listings: how travelers find advisors, and which listings are worth it
Which travel agent directory listings are worth it: ASTA's VeriVacation, CLIA, supplier and tourism board finders, and Google. Who can list, what it costs, what converts.
Travel advisor retention: why advisors leave host agencies, and what keeps them
No one publishes an industry-wide advisor retention rate. Here is what BLS, ASTA and trade surveys show about why advisors leave host agencies and what keeps them.
AI itinerary planning for travel agents: what to automate and what to keep human
Let AI draft your itineraries and keep people on what it gets wrong: live prices, availability, hours and entry rules. A checklist, a split table and privacy tips.
How travel preference matching works: turning a traveler's brief into the right trip
Travel preference matching ranks trips by budget, dates, pace and interests. How rules, content-based, collaborative and LLM matching work, and what a good brief holds.
Agent-sourced lead bonuses: how to pay more when the advisor found the client
House leads vs self-sourced leads: four ways to pay advisors more when they found the client, how to define agent-sourced, worked examples and how bonuses are taxed.
Travel booking APIs explained: what developers can integrate for flights, hotels and more
Travel booking APIs compared: GDS, NDC, Duffel, Expedia Rapid, http://Booking.com and Viator. What each gives you, access rules, who issues tickets and who takes payment.
Black car and airport transfer booking for travel agents: adding rides to an itinerary
How travel agents book black car service and airport transfers: what to put in the booking, licensing and insurance to check, cancellation rules and a checklist.
Month-end close for travel agencies: a checklist that catches missing money
A nine-step month-end close checklist for travel agencies: reconcile payouts and trust accounts, chase commission, settle disputes and payroll, then lock the books.
Roles and permissions in a travel agency: what admins, agents and analysts should each see
Who in a travel agency should see traveler data, card data, payouts and settings. A role matrix for admins, finance, advisors and analysts, plus offboarding and MFA.
Travel agency SEO without a blog: get your reviews and past trips found on Google
Travel agency SEO without a blog: how Google finds pages, why real trip pages and honest reviews help, and the FTC and Google rules to follow.
How to sell flights without an IATA code: 5 routes for travel advisors
Yes, you can sell flights without an IATA code. Use a host agency, consolidator, ARC VTC or a booking platform that tickets for you. Routes, fees and DOT refund rules.
Payout verification for travel agencies: ID and bank checks before you pay advisors and suppliers
Verify who you pay before money leaves your agency: ID, tax ID, bank account, OFAC and name checks for advisor and supplier payouts, plus a safe bank-change process.