If you’re a Travel Advisor exploring software after your last tool shut down, it’s not just about features anymore. You’re looking for a partner you can trust, one built to last.

Here are five questions that help you cut through the noise and get to what really matters:

1. Are you profitable, and how are you funded?

A profitable, independently-run business is more likely to stick to its core mission, not pivot for investor pressure or fast growth. That means stable pricing and a focus on serving you, not just scaling up.

2. What other priorities is your company balancing?

Ask where the company is focusing its energy. Are they juggling multiple markets or building for a very different kind of user? You want a platform that's laser-focused on small business owners like you.

3. How long have you been around, and who do you partner with?

Look for signs of staying power: multi-year track records, trusted by host agencies, connected to other tools you already use. These relationships reflect both trust and relevance in your industry.

4. What kind of businesses stick with you long-term?

Great software isn’t just easy to start, it’s worth sticking with. Ask for examples of solo entrepreneurs who’ve grown with the platform over time. Ask them to share examples of Advisors who have used their product for 5+ years, or advisors who have grown from $10k to $1 Million or more in sales.

5. If I need help, what does that actually look like?

You’re not just buying software. You’re choosing a support system. Look for real humans, thoughtful onboarding, and ongoing education. The best platforms don’t just respond, they empower you.

A great demo should leave you feeling confident, not cautious. You’re looking to gain a partner, not become the means to a growth target. Ask these questions, and you’ll quickly see who’s built for the long haul.

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