Frequently Asked Questions On TIS Travel Advisor Training

frequently asked questions

Yes. You may follow this link to purchase one of our setup and implementation packages. After you have made your purchase you will be sent a form to complete. After you complete the form you will receive another email to schedule your initial consultation with our team.

All of our contracts and forms are updated as laws change at no charge to you. Additionally, we provide compliance updates periodically that are relevant to the operations of your business. We are also the only legal document solution that warranties our product. We are backed by a billion-dollar insurance giant, providing our subscribers with the very best in protections. What does the warranty mean for you? If you have a loss for a covered reason, we will make you whole. Lastly, we will continue to add products to our suite at no charge to you.

E-mail list agreement

This agreement outlines the services and terms being offered under the purchase of the email list. It outlines the licensing, permissions, warranties and prohibited acts.

Email policy

This document outlines the appropriate use of electronic communications, covering the appropriate use of any email sent from a company e-mail address and applies to all employees, vendors, and agents operating on behalf of the company. It outlines the policies and procedures of ethical conduct, safety, and compliance with applicable laws and proper business practices.

Group leader agreement

This agreement spells out the understanding between the group leader and the travel agent (agency). It includes details on marketing, trip costs, tour conductor credits, GAP amenities, responsibilities, and other legal considerations.

Independent subagent agreement

This legal agreement defines the term, duties, relationship, compensation, licenses, systems, severance, and more for your travel advisor independent contractors.

Influencer agreement

An official, legal contract that sets out the terms of any working relationship between a marketer and a travel agency. This document covers all aspects of the content creation process and helps to ensure that both parties understand their commitments to the project.

Travel insurance agreement/waiver

This form documents the client’s acceptance or refusal of travel insurance and further documents the understanding that the fear of incident, quarantine or trip interruption related to epidemics or pandemics are not covered.

Non-solicitation agreement

A binding agreement between your group leader, influencer, tour operator and other suppliers not to solicit employees of your company and clients. It acknowledges their obligation to refrain from activities that threaten your business activities.

Referral agreement

An agreement between companies or individuals who refer potential clients or leads to the other party in exchange for some form of compensation for the referral. This document outlines the terms and conditions set forth by each party and recommended compensation.

Planning fee agreement

This document provides an overview of service fee types, what to charge and when to charge it. Included is examples of straight planning fees and plan-to-go fees along with the essential legal language you need to protect your agency. 

Terms and conditions with travel advisory waiver

This essential contract outlines the responsibility of your agency including payment schedules, cancellation terms and supplier details. It also includes disclosures and travel advisory/COVID releases to protect your agency from events that are beyond your control.

Travel services agreement

This document serves as a master agreement for your clients to accept your terms and conditions, travel advisories, planning fees, and payments. Two versions are provided, giving you the flexibility to upload the agreement to your customer relationship management (CRM) software or use it with an e-sign program.

Website privacy policy

This policy details how the operators of your site will collect, store, protect, and utilize personal data provided by its users – from personal information collected, usage and analytics, cookies and text message data to general announcements, third-party service providers and compliance with laws.

Website terms of use

Terms of use establishes the rules and regulations for visitors to your business website. It’s also a way to protect your business by limiting liability.

1099 personnel agreement

This legal and binding agreement is between the travel agency and 1099 contractors who support the administrative functions of your business. This is not intended for your travel advisor independent contractors.

Client intake form

This form captures the traveler’s trip description, information and preferences – from lodging, airlines, transfers, and rental cars to tours, cruise, insurance, and budget.

Traveler information form

This form provides you with a guideline for capturing all the traveler’s details that are needed to book travel. 

Trip template

This Excel spreadsheet provides you with a complete overview of each component of the trip, including critical dates and revenue.

Booking checklist

This checklist helps your agency keep track of every action that is required on a clients’s booking. The checklist can be used as a guide for your administrative personnel or simply to keep you organized from start to finish.

Cancellation checklist

This checklist is a step-by-step guide for cancelling a booking, tracking any protected commissions, and scheduling follow-ups with the customer.

Post COVID-19 checklist

This informative document shares with your travelers what post-COVID travel may look like. It details what to expect, consider and pack for their upcoming travels.

Cruise tips – ocean

Tips, tricks, and valuable details are included in this document to guide your clients before and during their cruises.

Tipping guide

This informative document provides your clients with guidelines per region for tipping by region throughout their travels.

Travel tips – land

Tips, tricks, and valuable details are included in this document to enhance your clients’ experiences throughout their travels.

Packing list – cruise

This guide not only provides suggestions on what to wear, but also what to pack. The list includes from the “maybe I want this” to the “must-not forget” items.

Packing list – land

This guide not only provides suggestions on what to wear, but what to pack. From the “maybe I want this” to the “must-not forget” items.

Yes, user guides are included with the appropriate products along with instructions on how and when to utilize each form. When you purchase our contracts, you also sellers of travel guidance and guidance on collecting fees.

We provide a series of prospecting, post-booking, and post-travel, customizable done-for-you emails to send to your clients. These emails provide content, subject lines, and execution timelines to help you follow up after your initial client call, at post-booking, to welcoming clients homes, and to send post-travel communications. Our booking scripts and reminders are designed to take the thinking out of it for you and the client, up to and through the travel experience. Agency owners often use these as tools to standardize communications across their brands, and to serve as guides on how to sell value and softly upsell other services. The post-booking scripts are broken down by land and cruise, luxury and mass market and can be modified as you see fit.

Legal contracts are provided as Word files for ease of use with your CRM or e-sign program. Booking tools are provided as Word and Excel files. The customer touchpoints are professionally designed Canva templates that can be edited, downloaded, and sent as an attachment in your email client. All scripts are provided in Word format for the greatest flexibility. Subject lines for your scripts have also been provided.

Yes. You may upgrade or downgrade your subscription after you have fulfilled your one year commitment at any time by contacting our support team.

The TIS warranty and copyright is tied to each member license. We offer memberships for agencies of any size. Contact our support team for pricing above 5 user seats. 

One-on-one training is not offered at this time. Our user guides provide step-by-step instructions on how to implement our products. Pre-recorded webinars and videos will be posted on our website as they become available.

Our contracts are designed as PDF documents with fillable fields for you to enter information that specifically pertains to your agency, such as your cancellation fee. We do not allow the editing of our contracts, as it can change the legal integrity, thereby voiding your warranty.

Yes. All of the contracts can be used in any e-sign platform. Simply drag and drop and then add your fields. There are several reputable and free e-sign programs.

TIS welcomes all suggestions and recommendations and takes each and every one into consideration. Any changes or updates will be done on a quarterly basis. Custom modifications are not available at this time.

TIS will notify its customers immediately when a material change in the law is made and the update will occur immediately. Otherwise, reviews and updates are made quarterly.

All of our scripts, tools and touchpoints are proven and developed by our managing partner, who built her agency to $8 million in revenue in its first two years. Our methodologies and tools are considered to be one of the greatest surprise assets in our suite products.

No. All sales are final.

All of our products are protected by copyright laws and are patent-pending. Reproduction or use of our product without a subscription is strictly prohibited and voids your warranty. Sharing of our product with non-subscribers is also forbidden and can result in termination of your membership and/or legal action.

Our contracts are currently offered in English and are written for travel advisors in the United States. Our scripts, tools, touchpoints, training, and guidance however are applicable to all travel agents, regardless of location.