We kicked off the webinar by revisiting our core mission at Tern. We're dedicated to providing travel advisors with world-class technology that complements their expertise and human touch, creating unparalleled travel experiences for clients. Our belief is that by combining human connection with cutting-edge technology, we can shape the future of travel and bring more people back to using travel advisors.
The star of the webinar was our new AI assist features, which are designed to streamline the travel planning process. We demonstrated how our AI tools can parse email confirmations and create detailed itineraries with minimal input. Attendees were particularly impressed with the email parsing capability, which allows users to automatically extract and input relevant details into the Tern system. This feature was met with excitement, as noted by attendees like Megan M, who said, "This is how I use AI already—this is amazing."
We also showcased the quick start feature, which can generate a complete itinerary from a PDF or even from copied text. This tool significantly reduces the time spent on data entry, allowing advisors to focus more on crafting unique travel experiences. The chat was buzzing with excitement, with comments like "This is wild! (In the best way)" from Carla and "Holy cow! What a timesaver!!!" from Ressie.
In all, we demoed:
Other examples that we didn't demo, but that work well, include:
Our product team has been working tirelessly to bring you new features that enhance your workflow and improve client interactions. Here’s a snapshot of what’s new:
We won't stop until we've eliminated duplicate data entry for advisors and agencies. We're tremendously proud of the impact Tern has already had in making advisors more efficient. Still, there is more to do! As we looked at the flow that advisors go through every time they plan a trip we realized there was a gap between what happens in Tern today and them getting paid.
After speaking with over 150 agencies we realized that, for most advisors, that gap was a manual process of submitting sales reports. This led to a lot of manual work. Worse yet, it meant that advisors often went unpaid for their work as commissions "weren't worth the hassle of submitting the paperwork".
Our key insight was that the same information advisors are entering into their itineraries is what is needed to drive commission reconsolitation. If we built a layer above the advisor workflow tool, we could enable commission tracking without requiring advisors to do any additional reporting.
We're thrilled to announce Tern for agencies. This new product will enable agencies to manage commissions, get discounted team rates, share content across their agency, and so much more. Interested agencies can join the wait list here.
The board based planning experience is at the core of Tern's advisor experience. With this new coat of paint it will be easier to use on small screens and have A LOT LESS scrolling!
Oh, and we're adding a vertical view to the board... Easily one of the most requested features!
If you haven’t joined us yet, now is the perfect time. With features like the priority inbox, automation enhancements, AI-powered tools, and upcoming agency products, Tern is poised to transform your travel business. Sign up for our webinars, participate in our community, and experience firsthand how Tern can make your job easier and your clients’ experiences unforgettable.
Stay tuned for more updates and keep soaring with Tern!