by Jen Mallia
Last updated: 2:50 PM ET, Thu October 29, 2026
Travel Leaders Network (TLN) will release its new advisor platform, AdvisorOS on Nov. 2, 2026. The platform, which replaces AgentMate, was designed to be more comprehensive and easier to navigate, based on advisor feedback from across the network.
“We listened to our members about what they need to run their businesses more effectively, and AdvisorOS is a direct result of that feedback,” said Lindsay Pearlman, President of Travel Leaders Network. “Our goal is to make technology work for advisors, not the other way around. By bringing the tools they rely on into a more connected, intuitive experience, we’re helping them spend less time on administrative tasks and more time serving clients and growing their businesses.”
The new platform will give agency owners greater visibility into performance to help make informed business decisions. There is enhanced sales reporting and business intelligence capabilities, and access to TLN’s SNAP and Cruise Complete booking platforms will make it easier for advisors to move between booking and client management activities.
AdvisorOS also holds centralized client profiles, customizable communications and reminders, improved invoicing, secure electronic authorizations and a redesigned dashboard that provides a clearer view of daily activities and client relationships.
According to the network, the platform is designed to evolve to meet upcoming needs. Its first vendor integration, with Project Expedition, is planned for late November, with additional partner integrations and AI-driven capabilities expected in 2027 and beyond.
The AgentMate name will be retired with the launch of AdvisorOS. Existing users will retain their current functionality, workflows and login credentials. TLN has planned a full educational program to guide users through the transition, including webinars, training resources and dedicated member support.
Travel agencies interested in learning more about AdvisorOS and the programs and offerings of Travel Leaders Network, please visittravelleadersnetwork.ca
Topics From This Article to Explore
