%201.svg){kind=icon}
Episode Overview:
In this episode, the Tern team dives into another packed week of platform improvements, customer stories, and behind-the-scenes wins. David, Molly, and Brad share highlights from Virtuoso Travel Week, celebrate Bootcamp success, and unveil new product updates that make everyday workflows faster and smarter. From deep work on insurance and reporting to mobile-friendly design tweaks and sticky calendar filters, this week shows how Tern is leveling up for advisors everywhere.
Episode Topics:
(00:51) Insurance & Reporting Overhaul
Molly shares progress on improving the insurance module and advancing reporting tools with new filters, columns, and visualizations.
(02:14) Customer Praise & Bootcamp Responsiveness
Brad recounts an advisor’s heartfelt feedback and how Bootcamp sessions are improving in real time thanks to Karina and Ben.
(07:46) Streamlined Form Responses
New updates make it easier to find and link form responses directly to contacts and trips without tedious workarounds.
(11:31) Editor Performance & Email Upgrade
Brad outlines fixes to speed up itineraries and previews the final rollout of the new editor for emails, making variables easier to use.
(17:24) Agency Control of Service Fees
Agencies can now disable direct service fee collection to match legal and business requirements.
(19:20) Mobile Usability Improvements
Ongoing design updates make Tern smoother to use on the go, with responsive layouts and cleaner navigation.
(22:35) Sticky Calendar Filters
Calendar preferences now persist between sessions, with payment due date tracking coming soon.
(24:18) UI Refresh: Goodbye Dots
A small but impactful design change removes unnecessary status dots, making tables clearer to read.
Show Highlights:
Customer feedback driving rapid Bootcamp improvements
Forms linked directly to trips and contacts for easier reference
Editor upgrades speeding up itineraries and simplifying email templates
Agencies gaining control over service fee collection settings
Mobile-friendly updates improving the advisor experience on the go
Persistent calendar filters for faster day-to-day planning
Keywords:
Tern, Flight Path podcast, CRM for travel agents, itinerary builder, travel advisor tools, insurance module, reporting upgrades, form automation, mobile-friendly CRM, sticky filters, calendar view, payment tracking, responsive travel software
