Host agency CRM

Host agency CRM advisors will actually want to use.

Polaris helps host agencies support independent advisors without losing the thread on leads, client experience, brand consistency, and the trip work that actually drives revenue.

Polaris workspace
Client CRMSynced
Itinerary builderLive
Marketing suiteReady
Team
Advisor seats
Lead
Assignment
Brand
Client experience
Host agency visibility

Give advisors practical tools while owners keep visibility

Host agencies live with a hard balance: give advisors independence, but still understand lead flow, client experience, and where support is needed. Polaris is built for that middle ground.

  • Advisor seat management
  • Lead assignment
  • Owner views
  • Shared agency workflows
Advisor adoption

A CRM advisors actually use

Advisors are unlikely to update a system that only helps the back office. They are much more likely to use one that helps them answer a client, build a trip, clean up supplier details, and follow up faster.

  • Client CRM
  • Itinerary drafting
  • Client sharing
  • Supplier booking import
Brand control

Keep the client-facing experience consistent

A host brand can get diluted quickly when every advisor uses a different document, link, or sender setup. Polaris gives the agency a more consistent presentation while advisors keep their voice.

  • Agency logo and colors
  • Branded trip pages
  • Sender identity
  • Consistent client links
Growth

Connect leads, campaigns, and advisor follow-up

When a lead comes in from a host campaign, speed and ownership matter. Polaris makes it clearer who should respond, what the traveler asked for, and how the relationship develops after the first reply.

  • Lead forms
  • Campaign workflows
  • Advisor access
  • Pipeline reporting

Why advisors choose Polaris

Polaris keeps the work in one calm operating system: CRM, itinerary, marketing, payments, flights, and client communication.

Advisor adoption
Advisors get CRM, itineraries, AI, payments, marketing, and supplier import tools they use daily.
Back-office systems often feel detached from advisor selling and service work.
Agency controls
Seats, branding, leads, client ownership, and reporting help owners manage the team.
Information may be split across advisor inboxes, spreadsheets, and disconnected tools.
Client experience
Branded trip links and consistent sender identity support a professional agency experience.
Different tools can create inconsistent logos, links, and client-facing formats.

Free to start

Build your first Polaris workspace

Create trips, manage clients, send branded itineraries, and test Copilot without a credit card.

Start free