Travel business role and authority record

Travel Advisor and Travel Agency Business | PublicProof Academy working document

Document which role you hold (hosted advisor, independent agency, or opportunity representative) and exactly what your agreement authorizes.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

Next review

Role

Role type: hosted advisor / independent agency / opportunity representative
Host or company legal name and address
Agreement signed date and renewal date
Who owns the client list under the agreement

Authority

Who accepts client payment
Who is merchant of record for airfare
Who issues bookings and documents
Activities the agreement excludes
Host seller-of-travel numbers (CA CST, FL, WA, HI, MD)

Proof on file

Signed agreement saved
Host written answer on state coverage saved
E&O certificate naming me saved

Use rule: Education and organization only. Record the agency, official source, checked date, cost, proof saved and responsible person for every consequential requirement. Unknown means stop and confirm. Example rows are labeled EXAMPLE and are not your data.