Agency Management

Agency hub, agent profiles, roles, commissions workflows, and lead routing

Agent Profiles & Sub-Branding

Set up your agent profile with business name, CLIA/IATAN credentials, certifications, sub-agency branding, and proposal privacy.

Updated Jun 17, 2026

How Commissions Get Paid (Agency Owner)

From booking to agent paid in 5 steps. Plain English, no jargon.

Updated Jun 4, 2026

Automatically Assigning Leads from Forms

Route inbound form submissions to specific agents or distribute them round-robin so leads never land in an unassigned pile.

Updated May 30, 2026

Sales Goals & Scoreboard

Set monthly, quarterly, and annual revenue targets for the agency and per-advisor. Watch the progress ring fill on the Agent Scoreboard.

Updated May 28, 2026

Roles & Permissions

Owner, Admin, Agent, and Support Staff — pick the right role so your team has the access they need without seeing what they shouldn't.

Updated May 28, 2026

Email Me This Report — Scheduled Subscriptions

Subscribe any report to a daily, weekly, or monthly email. Your team gets the numbers without ever opening JourneyFuse.

Updated May 28, 2026

Migrating from TESS

Bring your TESS export into JourneyFuse. Drag-drop the .xlsx, preview what comes over per sheet, then confirm — nothing imports until you say so.

Updated May 28, 2026

Mentor & Trainer Commission Splits

Pay your top advisors a slice of their mentees' commissions automatically — split, lock, and pay it out without spreadsheets.

Updated May 28, 2026

Agent Scorecards

Per-advisor cards with goal pacing, trailing-12 trend, top suppliers, lead-to-booking conversion, and repeat-client share — designed for owner standup.

Updated May 28, 2026

Agent Visibility in Team Workspaces

What each role sees on their dashboard, trips list, clients, commissions, and reports — and how JourneyFuse keeps agent workloads separate in multi-agent agencies.

Updated Apr 21, 2026

Commissions Workflows by Role

Understand how commissions work for solo agents, agents in a JourneyFuse agency, and admins or owners.

Updated Mar 28, 2026

Agency Hub

A central hub for your entire agency — stay connected with the Feed, find teammates in the Directory, and manage it all from one place.

Updated Mar 21, 2026

Template Sharing

Share itinerary templates, resource guides, forms, and email templates with your agency or the JourneyFuse community.

Updated Mar 13, 2026

Team Management

Manage agents, assign leads, bulk reassign clients, and control team permissions.

Updated Mar 13, 2026