Making the decision to switch host agencies is a significant step for any experienced travel agent.

You've built a thriving business, fostered strong client relationships, and established a consistent revenue stream. The last thing you want is a complicated transition that disrupts your service or, worse, leads to the loss of your valued clientele.

At Travel Agent Pro, we understand these concerns. Our goal is to make your move as seamless and stress-free as possible, allowing you to focus on what you do best: booking exceptional travel. This practical guide breaks down the process of transitioning to Travel Agent Pro while keeping your clients happy and your business intact.

Phase 1: Preparation and Due Diligence

Before you make any moves, careful preparation is key to a smooth transition.

1. Review Your Current Contract

Thoroughly examine your existing host agency agreement. Pay close attention to clauses regarding:

• Non-Solicitation: Does the contract restrict you from continuing to work with clients you served while under that host? While these clauses are sometimes challenged, understanding your obligations is vital.
• Client Ownership: Confirm that your contract states the clients belong to you, the independent agent, and not the host agency. This is a standard and critical protection for independent contractors.
• Commission Payout: Understand the timeline for any final commission payments owed to you after separation.

2. Inventory Your Client Data

Your client list is your most valuable asset. Ensure you have independent, secure access to all your client data, including:

• Contact Information: Names, phone numbers, email addresses.
• Travel Profiles: Preferred destinations, past trips, loyalty numbers, and special requests.
• Current Bookings: A detailed list of all active and future bookings, including supplier, booking ID, travel dates, and commission status.

Pro-Tip: Do this outside of your current host agency's CRM system *before* giving notice. A simple, encrypted spreadsheet or database is an excellent way to maintain full control.

Phase 2: The Transition of Active Bookings

The transfer of existing, active bookings is the area that causes the most anxiety, but with a plan, it's easily managed.

1. Identify "Transferable" vs. "Completed" Bookings

• Completed: Trips that have been paid for, traveled, and commissions already received. These require no action.
• Active (Transferable): Bookings where travel has *not* yet occurred and where the supplier allows a transfer of the booking file from one host agency to another. This is common for many cruise lines and tour operators.
• Active (Non-Transferable): Bookings like airline tickets or certain hotels booked directly, which often cannot be moved. These may need to be serviced and commissioned out by your former host before you officially depart.

2. Coordinate with Travel Agent Pro's Transition Team

This is where we shine. The Travel Agent Pro team will work with you to simplify the administrative burden:

• Supplier Registrations: We'll help you update your independent agent number (if applicable) and ensure your new host IATA/CLIA number is correctly associated with your active bookings at key suppliers.
• Vendor Support: For large bookings, we can provide you with templates and guidance for drafting letters to suppliers requesting the assignment change (or "re-host").

3. Manage Pending Commissions

Establish a clear agreement with your previous host agency on how commissions for *non-transferable* bookings will be paid out. Ensure this is documented in writing. For bookings that you successfully transfer, all future commission payments will be routed directly through Travel Agent Pro.

Phase 3: Communicating with Your Clients

Client communication must be proactive, professional, and positive. Your clients care about *you*, not your host agency.

1. The Right Message, The Right Time

Wait until you have officially signed on with Travel Agent Pro and your active bookings are in the process of transferring before notifying clients.

2. Focus on Benefit, Not Bureaucracy

Your communication should focus on the benefits to the client. Frame the move as a positive step that will enhance the service you provide.

Suggested Talking Points:

• Consistency: "I want to let you know I've transitioned my business to a new host agency, Travel Agent Pro. This change is purely administrative and will not affect our relationship or your upcoming travel in any way."
• Enhanced Tools: "Travel Agent Pro provides me with cutting-edge technology and enhanced supplier partnerships that will allow me to offer you even better deals and more specialized experiences."
• Continuity: "My email address and phone number remain the same, and I am still your dedicated travel advisor. All current bookings are securely managed and proceeding exactly as planned."

3. Use Multi-Channel Communication

Send a personalized email, but follow up with a warm, brief phone call to your top-tier clients. Personal attention is the best way to reassure them.

Become a Travel Agent: Unleash Your Full Potential

Ready for a career that's as fulfilling as it is rewarding? Becoming a travel agent with TAP means building a business around your passion for travel.

Our Featured Reviews

Read More Testimonials

Learn More

Why Travel Agent Pro is Your Best Next Move

Switching hosts doesn't just mean moving files; it means moving your entire business to a new platform for growth. By joining Travel Agent Pro, you gain access to:

• Industry-Leading Commission Splits: Keep more of the money you earn.
• Cutting-Edge Technology: Powerful booking engines, CRM tools, and marketing support designed for the modern agent.
• Dedicated Transition Support: Our team is experienced in onboarding seasoned agents and will provide hands-on help throughout the entire process.

Your career deserves a host agency that recognizes your expertise and gives you the autonomy and support to grow. Ready to make a smart switch and elevate your business?

Contact us today to schedule a confidential discussion and see how effortless your transition to Travel Agent Pro can be.

Learn more about this by signing up as a member, today! Travel Agent Pro Application Form.

To learn more techniques and how to grow your travel business, read more on our Pathfinder Series.