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Fora, a leading travel platform, has introduced the Advisor Portal, a comprehensive tool designed specifically for travel advisors and agencies. This innovative portal aims to simplify business management and enhance the client experience.
Key features of the Advisor Portal include smarter tools for logging and tracking trips, enabling advisors to maintain detailed records of bookings and client journeys. The portal also offers an intuitive way to build and share itineraries, streamlining the process of creating travel plans for clients.
One of the standout benefits of the Advisor Portal is its built-in ways to save money for clients, which in turn helps increase client loyalty. Advisors can send quotes and policy documents to clients, adjust policies, and edit quotes directly within the portal. The portal also allows advisors to edit clients' policies, even if they were purchased already.
In the coming months, the Advisor Portal is expected to be optimized with more customization features. These include company-wide and advisor-specific viewership and analysis options, as well as increased automation capabilities.
Travel advisors have praised the Advisor Portal for its efficiency, user-friendliness, and its ability to streamline business operations while ensuring consumers get the information they need, quickly. Janet T., Owner of The Travel Dreamer, commends the ease of creating and sending quotes, purchasing, and following up with clients using the Advisor Portal. Similarly, Lisa S. of Commodore Travel commends Fora for rapidly rising to the top of the travel insurance industry and setting a high bar for support and service for clients and advisors.
The Advisor Portal serves as a one-stop-shop for travel advisors and agencies. Advisors can keep track of sold policies and quotes, view purchases made in real-time, and see premiums and calculate revenue earned. Within the portal, travel advisors can create multiple quotes for single trips and use the roster quoting feature for bulk quoting.
The portal also provides access to Fora's suite of features and customer experience team, as well as FAQs and other helpful resources. Advisors who are not part of Fora's advisor network can sign up to be on the Advisor Portal waitlist by providing a few simple details. Users can contact Fora's support and claims teams 24/7 through the Advisor Portal.
Nikk M., Owner of Travel With Nikki, appreciates Fora's website's statement of valuing partnerships with advisors. Claudia M., Owner of CZM Travel Group, notes that the Advisor Portal demonstrates Fora's extra care and attention to detail. The portal also informs advisors about departures that are coming soon and whether their clients have downloaded the Fora app.
Fora's Advisor Portal is set to help its valued partners elevate their businesses, offering a seamless, efficient, and client-focused platform for travel advisors and agencies.
- Travel advisors can edit clients' insurance policies directly within the Advisor Portal, even if they were purchased already.
- One of the benefits of the Advisor Portal is its intuitive way to create and send travel documents, such as quotes and policy documents, to clients.
- Fora's Advisor Portal serves as a one-stop-shop for travel advisors and agencies, offering features like roster quoting and real-time purchase tracking, thus streamlining technology and lifestyle for a more efficient travel management.
