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Excel & PDF Comparison Matrix

Host Agency Selector Matrix

Resource Overview

Choosing a host agency is one of the most critical decisions you will make. Signing the wrong contract can lock you into poor commission splits, restrict your supplier choices, or result in losing your client database when you leave. This Selector Matrix lists every major category you must evaluate before signing any host agency contract.

What's Included in This Download:

  • Commission split comparison calculator (70/30 up to 90/10 structures)
  • Hidden fee auditor checklist (monthly fees, ticketing fees, setup charges)
  • Client Database Ownership clauses check
  • Supplier access and preferred override levels evaluation

Advisor SOP & Tactical Guidance

Evaluate host networks across 6 objective criteria: commission split tiers (beware of 70/30 traps with annual resets), technology pass-through fees (CRM, Travefy, email), client database portability (who owns the client data upon departure), consortia alignment (Signature vs. Virtuoso vs. Travel Leaders), education quality, and Seller of Travel exemption coverage.

Real-World Agency Case Study

Comparing host contract terms using this matrix helped an advisor avoid a host contract with a 2-year non-compete clause, allowing her to retain 100% of her client relationships and transition to direct independent accreditation when her volume reached $600k.

Global Legal Protection

Schedule B: Multi-Jurisdiction Legal Addendum

Universal Cross-Border Enforceability

This toolkit includes attorney-reviewed jurisdictional addendums for international advisors. Select your home jurisdiction below to preview the exact statutory language included in this agreement:

Excel & PDF Comparison Matrix

Comparison Spreadsheet
Format: SOP Checklists
License: Free (Individual Use)
Access Level: Requires Free Account

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Agency Owner Financial Model

Independent Agency Host Unit Economics Calculator

Calculate your true break-even cost per Independent Contractor (IC) and model monthly profit margins across 70/30, 80/20, and 90/10 split structures.

Break-Even & Profit Yield
True Tech & Compliance Cost per IC: $85.73 / mo ($1,028/yr)
Annual Agency Tech & SOT Overhead: -$10,288 / yr
Total Agency Commission Override: +$50,000 / yr
Net Annual Agency Profit: +$39,712 / yr

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