More Than a Tourist / Montecito Village Travel
Sub-Agent Setup
Working Checklist
Ellen Ward & Jane Halbert Jones — Travelers Well Wanders, LLC
Progress
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IC Agreement
Action Required
IC Agreement drafted and signed by both partiesEllen
Handled through Thomas Carpenter — legally binding. Establishes Ellen as IC; Jane bears no liability for Ellen's errors or omissions.
Confirm: no NDA or non-compete clause includedConfirm
Ellen is 100% independent and not branded to Jane or More Than a Tourist. This is Ellen's business.
Fees & Costs
Discuss
MVT Registration Fee reimbursed to JaneEllen
$150 — includes background and credit check. Jane pays upfront; Ellen reimburses. Required of all agents, not sub-agents only.
Sub-agent fee structure confirmedConfirm
$25/mo, billed quarterly ($75/quarter). Paid directly to MVT by Jane; Ellen reimburses Jane.
Virtuoso tier selectedDiscuss
Minimum tier is $10/mo. Deducted from commissions. Discuss which tier fits Ellen's current stage and client needs.
Additional advisor fees reviewed (GDS, Virtuoso Communities, etc.)Discuss
All fee-based services deducted from commissions. Itemize and agree on what Ellen activates at launch.
E&O Insurance
Action Required
Ellen obtains her own E&O policyEllen
Jane's personal policy (~$580/yr) is separate from MVT coverage. Ellen carries her own for business protection and growth readiness.
Jane shares her E&O provider info with EllenJane
Helps Ellen benchmark pricing and get a comparable quote.
Commissions & Payment
Confirm Details
Commission split confirmed in writing — Ellen at 80%Confirm
Verify: 80% of gross supplier commission, not 80% of Jane's portion after MVT's cut. Ask Jane to walk through a real dollar example.
85% tier threshold clarifiedDiscuss
Triggered at $35K or $40K in earned commissions? Annual reset or cumulative? Confirm measurement and timing in writing.
100% personal travel commission perk acknowledgedConfirm
Available once Ellen has earned $10,000 in commissions.
Payment timing and transfer method confirmedConfirm
MVT pays agents monthly. Jane transfers Ellen's portion after receipt. Agree on turnaround window and transfer method.
Monthly commission statement format agreed uponConfirm
Itemized: gross commission, MVT cut, Jane's cut, fee deductions, and Ellen's net — in a consistent monthly format.
Onboarding & Orientation
Schedule
MVT full orientation scheduledSchedule
Jane (primary agent) recommended to sit in on Ellen's onboarding sessions.
Virtuoso 17-module core training assignedEllen
~2 hours. Jane recommends this as the baseline starting point for all new advisors.
Additional training path outlinedDiscuss
Options: Virtuoso Basic, VCTA (scholarship available ~5x/yr), The Travel Institute, ASTA, supplier courses (Cunard, AMA, etc.), and assigned podcasts.
Document delivery protocols establishedConfirm
Agree on how client documents, itineraries, and booking confirmations flow between Ellen, Jane, and MVT.
FAM trip access confirmed — Ellen's choiceEllen
Ellen has full freedom to select and attend FAM trips independently.
Travelers Well Wanders, LLC — Sub-agent arrangement via More Than a Tourist / Montecito Village Travel