Your Loyalty Program Agent Watches Every Point While You Plan Trips
What it takes off your plate
The AgentWorks Loyalty Program Agent takes points and status tracking off your advisors. It keeps every traveler's program balances, expiration dates and status in one place, checks them against each booking, and tells the traveler and the advisor what matters, so your advisors can put their time into planning the trip itself.
Here's how loyalty works at most agencies. Program rules change constantly, and your advisors track them in their heads. Points expire without anyone noticing until the client complains. A traveler is one hotel night away from keeping their tier, and nobody catches it, because no one has time to cross-reference every booking against every program's thresholds. Your best clients expect you to make the most of their points, and manual tracking makes that impossible across the whole book of business.
The cost is the unhappy call about expired miles, and the booking that went elsewhere because a traveler found the status trick on their own.
What the Loyalty Program Agent does, step by step
The Loyalty Program Agent starts with the messages travelers value, then does the tracking behind them.
- It collects the program details. When a traveler books, the agent asks for their airline, hotel and car rental program numbers if they aren't on file, and the balances or statements the traveler is happy to share.
- It warns before points expire. When a balance is approaching its expiration date, the agent emails the traveler and their advisor with the balance, the date and simple ways to keep it active.
- It flags status chances. When a trip is being planned, the agent tells the advisor if booking a particular airline or hotel brand would help the traveler reach or keep a status tier, so the advisor can raise it.
- It suggests redemptions. When a traveler has a balance worth using, the agent drafts redemption ideas for the advisor to review, matched to the trips the traveler usually takes.
- It tracks balances. The agent keeps each traveler's program balances, tiers and expiration dates on their profile and updates them as trips are booked and taken.
- It checks every booking. The agent cross-references each booking against the traveler's programs, so the right numbers are attached and the right credit is earned.
- It keeps rules current. When a program changes its rules, the agent notes the change against every traveler it affects.
It works in the tools you already use: Amadeus and Sabre for bookings, Gmail and Twilio for messages, and Google Docs for traveler profiles.
Where the work is recorded
Points tracked in an advisor's memory leave when that advisor is on holiday. The Loyalty Program Agent writes each step where your team already looks.
On the traveler's record in the CRM, your advisors see every program number, the latest balance and tier, upcoming expirations, and each message sent about them. On the booking, the program numbers attached and the status flags raised are recorded. For corporate accounts, the account owner sees their travelers' program details together.
So the next morning, an advisor opens the list and sees which travelers have points expiring soon, which trip in progress is a status opportunity, and which redemption idea is waiting for their review. Whoever picks up a traveler's call can see the whole picture and pick up where the agent left off.
What your people do instead
Your advisors stay with the travelers in front of them.
- Advisors plan better trips. The points advice arrives with the trip, and the advisor spends time on what makes the trip special.
- Travelers feel looked after. A heads-up before miles expire is a small thing that clients remember. That's client satisfaction.
- Corporate accounts get value. Travel managers see their travelers' programs used well, which strengthens the account.
- Advisors give confident advice. When a traveler asks how to use their points, the advisor has the balances and ideas in hand.
Loyalty advice matters most when it's built into the itinerary. See reclaiming the itinerary craft and escaping the multi-tab trap in itinerary planning.
One next step
If points and status live in your advisors' heads, find out whether loyalty tracking is the right workflow to hand off first. The free Travel Industry Assessment looks at how your agency works and shows which workflow an agent should take first.
To see how the AgentWorks Loyalty Program Agent fits with the other agents built for travel agencies, visit the travel industry page.
See where the Loyalty Program Agent would start in your travel business.
I'm Sierra, the Travel ambassador here. The free Industry Assessment reads your website and asks how calls, follow-ups and records happen today, then shows the first workflow worth handing to an agent like this one — and what your team gets back. Leave your email and I'll send the link.
Sierra replies from travel@agentworksstudio.com. One email with the link — no list, no drip, unless you ask for the weekly letter. Or go straight there →