78. Summer Tech Series: Travefy with David Chait

Travefy, a leading platform in the travel industry, has transformed the way travel advisors operate and deliver exceptional service to their clients. Founded by David Chait, Travefy initially started as a consumer group travel planner but pivoted to a comprehensive B2B solution for travel advisors. With its user-friendly interface and comprehensive features, Travefy has become a go-to platform for advisors looking to streamline their workflow and provide a top-notch client experience. In this episode, Jennifer and David discuss the innovations that have propelled Travefy to success and discuss its long-term vision for the future, such as the upcoming Marketplace and client portal features.

 

About David Chait:

David is founder and CEO of Travefy, an award-winning itinerary, proposal, marketing and client management platform for travel advisors that helps them save time, impress clients, and sell more. He is an outspoken industry advocate, serves on the Board of Directors of The Travel Institute, and was named “Entrepreneur of the Year” in 2017 by the American Society of Travel Advisors. Before founding Travefy, David served in the Obama Administration working on small business economic policy and as a strategy consultant at McKinsey & Company.

linkedin.com/in/dchait

 

 

Today we will cover:

  •  (01:40) How Travefy played a role in Jennifer starting her company
  •  (04:30) David’s background and the creation of Travefy
  •  (09:35) Pivoting from a consumer group travel planner to a comprehensive B2B solution for travel advisors
  •  (14:50) Travel industry trends and the rise of travel advisors
  •  (19:30) Empowering independent advisors through efficient technology
  •  (26:30) The biggest successes in the Travefy platform
  •  (32:10) The functionalities of Travefy
  •  (37:10) The shared Marketplace; collaborative content sharing 
  •  (41:30) Long-term visions for Travefy; upcoming client portals

 

 

CLIENT COMMUNICATION TEMPLATES

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THE LEGAL PAIGE: https://thelegalpaige.com/collections/industry-travel-advisor/?aff=143

Travel industry agreement templates

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