Open Mic: Top Technology Tips For Travel Advisors

This article originally appeared in the August issue of AGENTatHOME magazine. Subscribe here to receive your free copy each month.

Open mic is a new AGENTatHOME series focusing on gathering advice from travel advisors to help you boost your business. Our first column puts the spotlight on technology tools designed to give you a competitive edge. 

Becky Lukovic (Photo Credit: Becky Lukovic)

Becky Lukovic

Bella Travel Planning, an affiliate of Travel Experts

“Monday has been a game changer for my team. This project management software was recommended to me by a fellow travel advisor at an industry dinner. It treats each trip as a project, with the trip elements as sub-items. It keeps us on task and organized. My team uses it to chat, store and share files and document the trip with notes. I love how I can assign a team member a task well into the future, and it shows up in their workload at the appropriate time. It has made us more productive, and I use it every single day.”

Mandee Migliaccio (Photo Credit: Mandee Migliaccio)

Mandee Migliaccio

Stepping Out Travel

“As an advisor, presentation is everything! Canva allows me to quickly create stunning, on-brand proposals; social media content; and digital guides that impress both clients and partners. Its userfriendly design tools and templates make it easy to produce professional-looking materials without needing a graphic design background. I can customize everything with my logo, fonts and color palette, ensuring my brand remains consistent. It saves time, boosts engagement and helps me stand out in a competitive market.”

Laurence Pinckney (Photo Credit: Laurence Pinckney)

Laurence Pinckney

Zenbiz Travel

“ChatGPT-4o and Invideo are my current go-to tech tools. ChatGPT-4o helps me quickly generate custom itineraries, refine marketing language and brainstorm creative content ideas that truly resonate with my audience. Whether I’m building out a trip proposal or drafting email campaigns, it saves time while elevating the final product. I also use it as a brainstorming partner – it’s like having a research assistant and copywriter available 24/7.

Meanwhile, Invideo has been a game changer for video content creation. I can easily turn my photos, videos and tour details into polished promotional reels. It’s an efficient way to attract interest and share the essence of a trip visually.”

McLean Roberts (Photo Credit: McLean Roberts)

Mclean Robbins

Lily Pond Luxury, an affiliate of Travel Experts

“I love Travefy because it streamlines my entire workflow, from building beautiful, client-ready itineraries to storing vital client data and collaborating with my team. The clientfacing app elevates the experience, and I can easily reuse information and saves valuable time. With new integrations such as payments and CRM capabilities, Travefy is becoming an all-in-one solution that helps us work smarter, not harder. It’s a powerful tool for any advisor who values efficiency, consistency and client satisfaction.”

Tasha Stahl (Photo Credit: Tasha Stahl)

Tasha Stahl

Pack and Play Travel

“Tern has transformed how I quote cruises – no more endless copy and paste! I can quickly and professionally present cruise options, saving time while impressing clients. I also love the customizable forms feature. It makes collecting client leads, destination wedding group information and group trip requests seamless and organized. Tern helps me stay efficient and polished behind the scenes, so I can focus more on what I love – planning unforgettable travel experiences.”

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