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Course Content
Step 1: FlyOver Travel Onboarding
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Sign contract and return to FOT
Complete W-9 paperwork and return to FOT
Complete email set-up with FOT
Create Signature Line with FOT logo
Complete sub-agent registration with Outside Agents
Provide phone number and address for business cards to FOT
Provide headshot and bio for FOT website
Step 2: Training
Upon receipt of the welcome email from OA with agent next steps, log-in and click on the New Agents tab on the left hand side.
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Complete New Agent Checklist
Step 1- Complete these six courses
Quick Start
So Your Phone Rang
A Guide to MAGcrm
Ethical Agent Pledge
Fraud Prevention
Introduction to Travel Law
Step 2- The All Important Forms
You must complete all courses in Step 1 above before you will have access to this section where you will upload your Agent Contact and other
Whitelist emails from OA to make sure you are receiving all important information. If you are unsure how to do this you can find instructions in the content.
Steps 3 & 4 are not applicable to you as sub-agents.
Please make note of the Login Tips provided at the bottom of this page (and highlighted below). These are crucial for understanding how to login to the different sub platforms in OA.
MAGtap-The Agent Portal
MAGlms – Learning Management System
MAGcrm – Customer Relationship Manager
ODYSSEUS
If you have questions, your best resource is MAGsos, OA’s support platform.
Step 3: Fly Over Travel General Training
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CRM Specific Tasks
Templates
Client Porta Task Verification
Check Your Passport
What’s Next Working with Us – LOOM VIDEO
Client base (if applicable)
Marketing
Supplier Training(s) & Registration
suppliers for travel
Travel insurance
DMC’s LOOM VIDEO on Suppliers request via OA Supplier page.
Step 4: Ready to Book
Quoting a client
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Qualifying questions
Research
Follow-Up (as necessary)
Book
Deposits & Payments
Next Steps communication
Check your passport communication (if applicable)
Set up related tasks in CRM
Payment schedule
Communication timeline
Pre-Arrival checkpoints (usually done the week of arrival)
Agent Onboarding
About Lesson

Nothing can be booked until the client has completed the following paperwork in CRM:

  • Client Agreement
  • Travel Insurance Waiver/Acknowledgement
  • Payment Authorization


NOTE: If at any point the client wants to change their credit card information, they MUST fill out a new PA form.

Add any additional client information into your CRM.

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