As a travel agency owner managing independent contractors, Kari was responsible not only for her own clients but also for making sure nothing slipped through the cracks across her team. Deadlines, payments, insurance reminders, and follow-ups lived in sticky notes, spreadsheets, and constant mental checklists.

This case study shows how Kari used Tern’s automations to bring structure and consistency to her agency operations. By automating trip milestones, payment requests, and client communications, she removed the need for manual tracking and created workflows she and her independent contractors could reliably follow.

In this case study, you’ll see how Kari uses Tern to:

• Automate reminders and follow-ups across multiple advisors
• Standardize payment authorizations and terms acceptance for clients
• Create consistent client communication using shared templates
• Qualify leads and protect advisor time with intake forms and scheduling tools
• Manage trips, payments, and commissions in one centralized dashboard

The result is fewer sticky notes, less stress, and a more professional experience for both her team and her clients. This case study offers a real-world look at how agency owners use automation software to support independent contractors, reduce operational risk, and run their agency with confidence