This article was originally published in the August issue AGENTatHOME Magazine. Subscribe here to receive your free copy each month.
Open mic is the new AGENTatHOME Series that gathers advice from travel agents to help boost your business. Our first column focuses on technology tools to give you a competitive advantage.
Becky Lukovic (Photo Credit: Becky Lukovic)
Becky Lukovic
Bella Travel Planning is an affiliate of Travel Experts
Monday has changed the game for my team. A fellow travel agent recommended this project management software to me at an industry dinner. Each trip is treated as a project and the elements of the trip are sub-items. It keeps us organized and on track. My team uses the app to chat, share and store files and document their trip. I like that I can give a task to a member of my team well in advance and it will appear on their work schedule at the right time. It has helped us be more productive and I use it daily.”
Mandee Migliaccio (Photo Credit: Mandee Migliaccio)
Mandee Migliaccio
Stepping Out of Travel
Presentation is important to me as an advisor. Canva helps me quickly create beautiful, on-brand proposals, social media content and digital guides. These impress clients and partners. The user-friendly templates and design tools make it simple to create professional materials without a graphic design background. I can customize my brand with my fonts, colors, and logo. It boosts engagement, saves me time and helps me to stand out in an increasingly competitive market.
Laurence Pinckney
Laurence Pinckney
Zenbiz Travel
“ChatGPT-4o, Invideo and other tech tools are my favorites.” ChatGPT-4o allows me to quickly create custom itineraries and refine marketing language. It also helps me brainstorm ideas for creative content that resonates with my audience. It saves me time when I am creating a trip proposal, or email campaigns. I also use it as a brainstorming partner – it’s like having a research assistant and copywriter available 24/7.
Invideo, on the other hand, has revolutionized video content creation. I can easily convert my photos and videos into polished promotional reels. It’s a great way to share the essence of your trip visually and attract attention.
McLean Roberts
Mclean Robbins
Lily Pond Luxury is an affiliate of Travel Experts
Travefy is my favorite tool because it streamlines all of my work, from creating client-ready travel plans to storing client data, and working with the team. The app is user-friendly and allows me to reuse information, saving time. Travefy, with its new integrations like payments and CRM, is a solution that allows us to work more efficiently. “Travefy is an excellent tool for advisors who value efficiency, consistency, and client satisfaction.”
Tasha Stahl (Photo Credit: Tasha Stahl)
Tasha Stahl
Pack your Playthings for Travel
“Tern has transformed how I quote cruises – no more endless copy and paste! I can present cruise options quickly and professionally, saving me time while impressing my clients. I love that the forms can be customized. It is easy to collect client leads, wedding group information at destination and group trip requests. Tern helps me stay efficient and polished behind the scenes, so I can focus more on what I love – planning unforgettable travel experiences.”
Subscribe to our newsletter for the latest news and updates on travel. daily TravelPulse newsletter.
