Episode Overview:
In this episode, the Tern team reunites after a few busy weeks of travel, product launches, and webinars. David Shull (Co-founder & CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) dive into the whirlwind of events that kept them on the move, from industry conferences and advisor meetups to a founder retreat in Utah. They share insights from Tern’s latest webinar, unpack the brand-new Global Search feature, and tease upcoming integrations and updates designed to help advisors plan trips even faster.
Episode Topics:
(00:01) Catching Up
David, Molly, and Brad share highlights from their travels, including cruises, conferences, and advisor meetups across the country.
(08:20) Webinar Recap
The team reflects on their latest product webinar, from unveiling the Project Expedition integration to discussing Tern’s five-year vision for transforming the travel industry.
(15:34) Product Deep Dive: Global Search
Molly and Brad walk through the launch of Tern’s powerful new Global Search feature, explaining how it helps advisors find trips, contacts, and more in seconds.
(31:22) Quality of Life Updates
Rapid-fire updates include improved multi-currency visibility, new document tabs, a smarter text editor for small screens, and time-saving payout email automation.
(37:15) The Week Ahead
Brad preps for the first Project Expedition integration release, Molly works on host sub-agency hierarchies, and David gets ready for CruiseWorld and a Tern community happy hour.
Show Highlights:
• Global Search: lightning-fast navigation across trips and contacts
• Project Expedition integration: seamless tour booking directly in Tern
• Behind the scenes of Tern’s one-week product shipping cycle
• Quality of life updates that make everyday workflows smoother
• Upcoming CruiseWorld event and community celebration
Keywords:
Tern, Flight Path podcast, CRM for travel agents, itinerary builder, Project Expedition integration, travel advisor tools, AI in travel, product design, automation templates, travel agency software, cruise planning tools, host agency hierarchy, global search