In this week’s episode of Flight Path, we cover some major updates that make Tern even more seamless for advisors and their clients. Join David Shull (CEO and Co-Founder), Brad Turner (Head of Design), and Jade Pathe (Interim Head of Product) as they dive into:

This Week’s Highlights:

Simplified Client Login:

A faster, easier way for travelers to create accounts and interact with itineraries – no passwords needed!

Enhanced Reporting Speed:

Improvements that make your reporting tab faster and smoother, especially for larger agencies.

Agency Tools Update:

A sneak peek into adjustments and bonuses for better commission reconciliation and agent payouts.

Coming Soon:

Email & Calendar Upgrades:

A brand-new email and scheduling experience with better sync speeds, Teams/Google Meet integration, and updated scheduling links.

Optional Add-Ons:

A game-changing feature to help you seamlessly upsell activities, excursions, or additional services.

Real-Time Automations:

Immediate email triggers to keep your clients informed the second they submit a form or book a trip.

Don’t miss this exciting look at how Tern is empowering advisors with tools to save time, delight clients, and streamline operations.

🎧 Tune in now on Spotify, YouTube, or Apple Podcasts!
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