Evolving from TLN’s longtime AgentMate platform, AdvisorOS was developed with input from member agencies to address the challenges advisors face in managing their day-to-day businesses. The redesigned platform brings previously separate tools into a more connected, intuitive experience, reducing the need to navigate multiple systems.
“We listened to our members about what they need to run their businesses more effectively, and AdvisorOS is a direct result of that feedback,” said Lindsay Pearlman, President of Travel Leaders Network. “Our goal is to make technology work for advisors, not the other way around. By bringing the tools they rely on into a more connected, intuitive experience, we’re helping them spend less time on administrative tasks and more time serving clients and growing their businesses.”
A More Connected Approach to Agency Management
AdvisorOS introduces enhanced sales reporting and business intelligence capabilities that give agency owners greater visibility into their performance and help them make more informed business decisions. Integrated access to TLN’s SNAP and Cruise Complete booking platforms also makes it easier for advisors to move between booking and client management activities.
Other enhancements include centralized client profiles, customizable communications and reminders, improved invoicing, secure electronic authorizations and a redesigned dashboard that provides a clearer view of daily activities and client relationships.
Built to Evolve with Member Needs
AdvisorOS is designed to support ongoing enhancements and new integrations as agency needs and technology evolve. Its first vendor integration, with Project Expedition, is planned for late November, with additional partner integrations and AI-driven capabilities expected in 2027 and beyond.
The AgentMate name will be retired with the launch of AdvisorOS. Existing users will retain their current functionality, workflows and login credentials. TLN has planned a full educational program to guide users through the transition, including webinars, training resources and dedicated member support.
Travel Leaders Network is part of Internova Travel Group, one of the world’s largest travel services companies, and draws on the organization’s scale and resources to develop technology and business-building programs for independent travel agencies.