Travel Agency Proposal: What Is It?

A travel agency proposal is a proposed travel document made for single or multiple trip destinations offered by travel agencies. Often prepared as a package, the proposal lists down the different destinations of the trip, including the schedule, the transportation and accommodation, meals, fees and expenses, and so on, or what is known as the travel itinerary. Travel agencies also offer, although not primarily included in the proposal, add-on services presented as an option to avail in the travel package. Travel add-on services provide clients a more exclusive and enhanced trip experience, either providing safety and protection coverage as an insurance, or more exclusive tour deals such as private tour tickets and the likes. 

Travel agency proposals are often created according to the clients’ travel requirements, lifestyle, or travel budget. To be effective, the proposal should be comprehensive and coherent, giving the client a clear picture of what to expect overall from their travel. After all, the goal of a travel agency is to make their clients’ trip memorable and hassle-free.

The Travel Agency and Its Benefits

During holidays and other break seasons, people often would love to travel, take a break, and just get away from it all. Some would go on a road trip, some would head off to the beach, while others would get off the island and just explore the world. While everyone is usually excited at the prospect of travelling for a vacation, it’s the planning process that’s taking a toll on anyone who is in-charge of the sample itinerary. Coming up with a great destination that everyone agrees to, the booking of airline tickets, transportation and accommodation, it’s all too much for someone whose expertise is somewhere else other than travel planning. That’s when travel agencies come to the rescue. Whether it be a group trip or a solo trip, the agencies take that load off and do all the work for you. All you have to do is just pay them up, pack your bags, and just go! There are a whole bunch of reasons why you should avail the services of a travel agency. Read on to find out more about the benefits of using them for your next trip.

Comfort and Convenience: To say that people like to use travel agencies because of comfort and convenience is an overstatement. And yes, it is very much true! Having someone else plan out your dream vacation is a luxury in itself. That’s why travel agencies go through the extreme of making sure that the places their clients go to meet their satisfaction, and more. The agencies offer convenience of creating a comprehensive itinerary, sparing the clients from the time-consuming process of searching for destinations, arranging flights and/or transportation, hotel accommodations, and so on. Comfort means that once the itinerary is approved and paid for, all clients have to do is to, literally, just pack up their bags, go, relax and enjoy.Saves Money: Travel agency proposals often come in packages, saving the clients more money since packages are often tied up with a partner hotel or airline, or even with a partner travel agency situated in that travel destination. Travel agencies usually have exclusive access to deals and promos, so booking through them is a big saving rather than doing personal bookings. Once they have their client’s budget and their client’s travel requirements, travel agents would work up a comprehensive travel plan, offering some add-on service that they can purchase and avail, but making sure that they would not go off the client’s suggested budget.Travel Expertise: Who are the best persons you can entrust your dream vacation to? The travel agents, of course. Travel agents are trained and experienced when it comes to researching and presenting the best travel options. They have the knowledge and the expertise needed when it comes to making travel arrangements and in making offers and bargains with hotels, transportation, recreations, et cetera. Since they have exclusive access to deals and promos, they can be able to structure the trip ideally to meet their client’s overall budget and satisfaction. Being exposed to travelling themselves, they can provide great trip advice and suggestions and everything that their clients need to know to fully maximize their trip.Guarantees Safety and Protection: Before availing the services of any travel agency, make sure that the agency has the right permits and licenses to operate. As a client, you would want to make sure that you’re doing business with a legitimate agency. Aside from the expectation of comfort and convenience, clients’ like to avail travel agency services that guarantee their safety and protection. One way that agencies can ensure the overall safety of their clients is to constantly monitor their clients’ travels. From the start of the trip, towards the end, travel agents would make sure that they are in constant communication with partner hotels, transportation services, and keep their lines of communication open for their clients to contact them 24/7. Although they are not required to sell travel insurance, travel agencies often offer as an option to their clients the purchase of an add-on service such as the travel insurance. A travel insurance offers coverage protection in case a client’s trip was interrupted, cancelled, or delayed for some reason. Stolen or lost baggage can also be covered, as well as emergency medical coverage. The insurance is considered as an optional add-on purchase, and is never automatically included in a travel proposal.

Writing Up the Travel Agency Proposal

The aim of a travel agency proposal, aside from getting approved and signed off by the client, is to ensure that the client’s overall travel expectation and satisfaction is met. As a written document, the proposal should provide a comprehensive list of items and agendas of the travel based on the client’s needs. It should answer all the questions usually asked by a client when it comes to traveling, leaving no room for ambiguity. Although not considered as a contract in itself, the proposal serves as the basis for forming the travel service agreement and contract between the agency and the client. As a travel agent, how do you create that proposal that would seal the deal with your client? Below are the common steps taken when writing up that effective travel agency proposal.

Step 1: Identify the Name of the Client and Who Prepared the Proposal

On the very top part of your proposal, write down the name of the travel agent who prepared the proposal, including the title position, name of the travel agency, address, phone number, and other contact information. Do the same as well with the name of the client, by indicating the name of the client to whom the proposal is for, and their contact information.

Step 2: The About Us Section and the Overview of Services

On this part, give a brief description of the travel agency. Oftentimes, travel agencies would give a short history of how they were founded, including their mission and vision statement. The mission statement of the agency should clearly describe the reason for establishing the business, and what is its overall purpose. The vision statement should describe what are the goals of the travel agency, what do they plan to accomplish, and a brief description on how they plan to achieve those goals. Also included in this part is a short overview of the services that they offer. This could be listed down in an itemized format. The services offered could include: corporate and business travel and tours; family vacation packages; vacation cruises; and event destination packages, such as weddings, honeymoons and anniversaries. Some agencies also offer selected, or stand-alone, services only such as booking tickets, reservation for hotel accommodations, transportation arrangements, et cetera.

Step 3: Client’s Travel Overview and Proposed Itinerary

Begin writing down an overall summary of what you have discussed with your client, including the trip requirements and the budget suggested by the client. Give a highly descriptive summary of what the overall travel experience will be like in that particular destination, and then delve into the proposed and discussed itinerary next. The travel itinerary should be written in a way that could help the client track  down where they’re staying, where they’re going, and what to do next. It is usually written down in a schedule-type format, going by per day, and the activities are broken down according to time. And since this is still a proposal, changes can still be made in the itinerary to suit the client’s preference.

Step 4: Add-on Services

These are services that are not automatically part of any travel package or proposal, but are offered as optional add-on services that the clients can avail. Usual add-on services offered are travel insurance, Visa assistance, and curated travel experience. Travel insurance usually offers protection from costs and losses that occur when traveling. Protection coverage is usually offered for flight delayed and cancellation, baggage lost, or even emergency medical coverage. The Visa assistance service aims at securing the travel visas for the clients, thereby saving their clients from the hassle and time-consuming process of getting a visa. Another add-on service that clients can avail is called a curated travel experience. Going through a curated travel means a more exclusive and selective experience than what a common tour normally offers. For example, tourists nowadays want to see more than just an overview of the Colosseum in Rome; they’d also wanted to get an underground access to get the feel of what the early gladiators had to live through in those days. Another good example is the Holy Land tour, where tourists have the opportunity to go to the actual places where Jesus Christ was supposedly to have been eons of ages ago. Curated travel service is a “walk in the footprints” experience for the tourists.

Step 5: Total Travel Cost

This is the part where you break down the overall cost of the travel package as discussed with the client. It should identify the type of travel package availed, the number of travelers, the number of days for the travel, and including any add-on services that the client availed. Once you have presented the proposal, including the total travel cost, get your client to review and approve the proposal by signing off at the bottom of the document.

Step 6: Reviews and Testimonials

This part is optional; to include or not in your proposal. It would be best, however, if on a separate page, attached to your proposal, you could give at least three testimonials or reviews from your past satisfied clients as a way of marketing strategy. This would give your potential clients an idea on the quality of service offered by your agency, and how they should expect the same satisfaction as experienced by previous clients.


What are some of the advantages of having a travel itinerary?

Travel itineraries offer, but not limited to, these following advantages: the ability to utilize and maximize travel time, while providing some leeway for unforeseeable circumstances such as traffic, weather conditions, and even delayed flights; the ability to manage travel expense reports from budget estimations; and the ability to prepare in advance by booking flights tickets, making hotel reservations, and even preparing the clothing baggage needed for the trip.

What are the 5 important questions you should ask when availing travel insurance?

Since a travel insurance is considered as an add-on purchase to a travel package, clients need to know what the essential services and coverage a travel insurance offers. These are the five important questions clients should ask before they purchase a travel insurance: what are the insurance requirements needed for the destination; what is covered in the policy, per premium; what are trip cancellation reasons covered, and if there will be a reimbursement; is there a time limit to the insurance policy; and how to make a claims settlement as necessary.

What other services are offered by a travel agency?

Aside from the usual tour and travel packages, travel agencies also offer the following either as a stand-alone service or as an add-on to packages: airline bookings; car rentals; airport lounge access; delivery and logistics services for luggages and other important items; outdoor activities; travel event planning, and so on.

Memorable, comfortable, convenient and hassle-free travel are the things that people look forward to when they choose to avail the services of a travel agency. It’s certainly nice to have somebody else take care of all the planning, booking, and making reservations for you, that all you have to do is just to show up and go. As a travel agency owner, you’d want to lay out the plans you have made in a document, as discussed with your client, and get their approval and sign-off to start fulfilling their travel request. That document right there is the travel agency proposal document. 

Fortunately, we have on our website several travel agency proposal templates to choose from to make your life as a travel agent, or as a travel agency owner, easier when presenting to your clients. It is easy to fill out and to follow through. Download one now, and start making those effective travel proposals for your clients’ next trip!