ASSEMBLING THE BUILDING BLOCKS TO EFFICIENT WORKFLOWS
Insurance Agency Automation Associates
To help estimate the travel costs and lodging you can use the following information and visit the providers websites.
Travel - I typically fly Southwest out of either Burbank (preferred) or LAX. If Southwest does not service your local airport then United and American are the second/third choices.
Preference is for a direct (non-stop) flight when possible. If a connection is necessary I target no less than a 90 minute layover. There are a few exceptions for this Example if connecting via Chicago and it is storm season then I might want a longer layover to account for expected arrival delays.
I target having a 2-hour plus commute time window on the return flight (if I am able to leave the agency at 5pm sharp, and it takes an hour to get to the airport, then I look for flights no earlier than 8 pm).
Lodging – Hampton Inn’s or similar style of hotel is my preference. When possible, I try to stay in a Hilton group (Hampton is a Hilton group) properties.
Ground Transit – If a rental car is necessary, I select either Enterprise or Thrifty. Class is Intermediate/Standard for Enterprise. Compact/Mid-Size for Thrifty.
In areas where mass transit is available or where there are parking issues, I frequently prefer this and Uber/Lyft over a rental car. Another option is for a member of the agency team to pick me up and drop me off at the airport and between my hotel and the agency.
Meals – estimate $30.00 per day. This is factors in that hotel includes breakfast and agency providing lunch for days of sessions.
Estimated travel expenses are billed and payable in advance of travel. The agency always is afforded the opportunity to pay via their own credit card if that is desired.