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Don’t Miss the Tools & Forms in Your Back Office

Have You Checked the Tools & Forms Section Yet?


Many agents overlook it, but the Tools & Forms section in the back office is packed with essentials that protect you, save time, and help you work more professionally.


Inside you’ll find:

- Ready-to-use templates to introduce your travel business

- Required client forms like insurance waivers and credit card authorizations

- A sales report template to track bookings and commissions

- Approved travel insurance affiliate links with commission opportunities

- Clear reminders on compliance and best practices


These tools are not optional extras; they are there to help you stay organized, protected, and compliant from day one.


If you haven’t explored this section yet, take a few minutes to review it.

Intelligent agents use the tools available to them.


 
 
 

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