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Episode Overview:
In this episode, the Tern team takes listeners behind the scenes with guest host Brad Turner, filling in for CEO David, joined by Head of Product Molly Johnson and Product Designer Ursula. From Cancun conferences to dashboard polish, the trio covers new product updates, design wins, and the hilariously named “chips and subs” projects. Expect insights on UI improvements, mobile responsiveness, and the latest in Tern’s ongoing quest to streamline workflows for travel advisors.
Episode Topics:
(00:01) Welcome and Introductions
Brad steps in as guest host while David is away and introduces designer Ursula for her podcast debut.
(01:20) What Are “Chips”?
Ursula explains how interactive UI chips make navigation smoother across Tern’s dashboard and global search.
(03:06) “Subs” and the Host Agency Hierarchy
Molly dives into the new sub-agency model, nicknamed the “sub sandwich,” and how it will better reflect real-world agency structures.
(05:06) Industry Events and Advisor Insights
Brad reports from Cancun’s Classic Vacations Save the Date Live, sharing advisor feedback from destination wedding specialists.
(06:39) Folders for Workflows Launch
Molly and Ursula celebrate the final piece of Tern’s folder rollout, bringing organization across every type of library item.
(08:52) Document Organization Overhaul
The team ships an improved document system that reduces clicks and merges activity and trip-level documents for easier access.
(11:35) Quality of Life Updates
Ursula shares UI polish and mobile responsiveness improvements, including redesigned settings layouts and refined dashboard icons.
(17:27) Payments Improvements
Molly simplifies how $0 items display in the new payments model, removing unnecessary “unpaid” statuses for cleaner management.
(20:23) Looking Ahead
Brad previews a PDF itinerary style refresh, Molly teases a secret advisor conference, and Ursula outlines the next wave of sub-agency design work.
Show Highlights:
Keywords:
Tern, Flight Path podcast, CRM for travel advisors, itinerary builder, sub-agency hierarchy, UI design, product updates, workflow automation, dashboard improvements, travel tech, advisor tools, mobile responsiveness, PDF itinerary refresh
