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! Don’t forget to like, subscribe, and share with your colleagues.