Agent Profiles & Sub-Branding

Your agent profile controls how you appear to clients and within your agency. It includes your credentials, contact info, and optional sub-agency branding.

Profile Fields

Your agent profile includes:

• Business Name — your DBA or sub-agency name (used on proposals when sub-branding is enabled)
• CLIA Number — your Cruise Lines International Association membership number
• IATA/IATAN Number — your International Air Transport Association accreditation number
• Host Agency ID — your ID under your host agency (solo advisors)
• CLIA Card — upload an image or PDF of your CLIA card
• Certifications & Designations — professional certifications like CTA, CTC, CTIE, DS, ASTA, and more (see below)
• Bio — a professional description shown in your profile
• Specialties — travel areas you focus on (Luxury, Cruise, Disney, Family, Honeymoon, etc.)
• Phone and Email — contact details
• Commission Split — your individual commission split percentage (if different from the workspace default)
• Email Signature — HTML signature appended to outgoing emails

Certifications & Designations

Track your professional certifications by selecting them on your profile. Available certifications include:

• CTA — Certified Travel Associate (The Travel Institute)
• CTC — Certified Travel Counselor (The Travel Institute)
• CTIE — Certified Travel Industry Executive (The Travel Institute)
• DS — Destination Specialist (The Travel Institute)
• ASTA Member — American Society of Travel Advisors
• ACTA Member — Association of Canadian Travel Agencies
• TRUE Accreditation — Travel Retailer Universal Enumeration
• Disney CEP — Disney College of Excellence Program
• Sandals CSS — Certified Sandals Specialist
• AMResorts Master Agent

Select any that apply to your profile — they're stored for internal reference and agency records.

Sub-Agency Branding

When Allow Sub-Agency Branding is enabled in workspace settings, agents can display their own business name on client-facing materials like proposals.

This is useful for independent contractors or sub-agents who operate under an agency but have their own branding.

Only workspace owners and admins can enable or disable the sub-branding setting.

Solo Advisor vs. Team Agent

Your profile experience differs slightly depending on your workspace type:

Solo Advisors

• Commission settings appear directly on your Profile page
• The settings sidebar shows My Business instead of "Agency"
• You can manage your host agency details (host's name, address, CLIA, IATA, website)
• CLIA number and credentials are part of your profile

Team Agents

• Commission settings may be managed by your admin (on the Commission page)
• You can set a personal commission split override if your admin allows it
• Your business name appears on proposals only if sub-branding is enabled
• Some workspace settings may be locked by your admin