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How This Tech Tool Is Prepping Advisors for Travel's Return

Apr 01, 2020
How This Tech Tool Is Prepping Advisors for Travel's Return
Travelsavers’ Lead Dash technology pings advisors whose clients have unused credits.
Credit: 2020 Getty Images

Travelsavers has an example of how a new travel technology, Lead Dash, has saved the day for travel advisors working around the clock to manage cancellations caused by the coronavirus pandemic.

“Lead Dash was created to solve a simple problem: identify open supplier credits and make it easy for agents to follow up with clients,” said Nicole Mazza, chief marketing officer for Travelsavers. “It was all about capturing low-hanging fruit. In the face of massive cancellations due to coronavirus, this has changed.” 

Though it wasn’t originally created for tracking cancellations, Lead Dash is providing “notifications alerting them of clients with unused credits and generating marketing support specific to each consumer that they can action immediately.”

“Our agents have reported that they were truly concerned about how they would keep track of record cancellations and the pending credits to re-book when travel demand comes back,” Mazza said. “Lead Dash has emerged as the right tool for this moment. The program is a win for all involved; suppliers and especially our members, who have let us know.” 

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Managed through a desktop dashboard, Lead Dash uses smart technology to identify where clients want to travel next and creates agency-branded email templates so advisors can reach the right client with the right message at the right time.

“Travel will be back and when it is, our suppliers and advisors will know exactly who is holding unused cruise and tour credits and how best to convert them,” Mazza said.

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