Episode Overview: In this episode, the Tern team shares a packed week of shipping, led by the launch of Tern’s first ever insurance integration. David Shull, CEO and co-founder, is joined by Molly Johnson, Head of Product, and Jade Pathe, Senior Product Lead, to break down one-click insurance quoting with ArchRoamRight, plus a wide range of agency back office improvements and quality-of-life updates. From smarter commission reconciliation and faster payout exports to practical Tips and Tricks that save advisors time, it’s a detailed look at how Tern is making day-to-day operations simpler for advisors and agencies. The team also previews what’s coming next, including additional insurance partners and upcoming product work.

Episode Topics:

(00:00) A big week of shipping and the first insurance integration David introduces the return of Tips and Tricks, the insurance launch, and a wave of new product updates.

(01:05) Package pricing and commission complexity

Molly walks through upcoming package pricing improvements and why pricing and commissions touch so many parts of Tern.

(03:15) Launching insurance and responding to beta feedback

Jade shares what it took to get the insurance integration ready for launch and how early users influenced the final release.

(05:26) New controls for agency commissions

Agencies can now block custom commission submissions, improve payout accuracy, and better manage retained totals.

(10:28) Faster payouts and better exports

Performance upgrades make Agent Payouts faster and exports more reliable for large agencies.

(15:05) Why Tern built insurance

The team explains how eliminating copy-and-paste workflows makes it easier to offer insurance on every trip.

(20:03) How instant insurance quotes work

A breakdown of the data Tern uses to generate accurate quotes and book policies seamlessly.

(23:30) Insurance demo and real-world results

Seeing pre-filled trip details in action and how advisors can click publish and wake up to booked policies.

(29:45) What’s next for insurance integrations

Upcoming partners, add-ons, and planned improvements to the insurance experience.

(32:53) Quality-of-life fixes and Tips and Tricks

Smaller updates that add up, including email engagement tracking and smarter lodging templates.

Show Highlights:

One-click insurance quoting that removes manual work

Cleaner agency payouts with more accurate commission math

Admin controls that reduce commission confusion

Tips and Tricks that help advisors work faster every day