Insurance Overhaul to Sticky Calendars Tern’s Power Week

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Flight Path by Tern

Tern Software Inc

64 episodes

1 day ago

Welcome to Flight Path, your weekly insider’s guide to the latest in travel technology with Tern, the premier platform for travel advisors. Join us every Friday as Tern’s R&D leadership takes you on a journey through what’s new and exciting in Tern, unveiling the features and updates shipped each week. Hosted by Tern’s co-founder and CEO David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner, Flight Path offers a unique peek behind the curtain of building the best platform for travel advisors. From in-depth discussions about new releases to behind-the-scenes insights into the design and development process, you’ll gain a comprehensive understanding of the innovation and hard work that drive Tern’s success. Whether you’re a travel advisor looking to stay ahead of the curve or a tech enthusiast curious about the latest advancements in travel technology, Flight Path is your go-to source for all things Tern. Tune in every Friday and let us navigate you through the future of travel. Hosts: David Shull: Co-founder and CEO of Tern Molly Johnson: Head of Product at Tern Brad Turner: Head of Design at Tern

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Insurance Overhaul to Sticky Calendars Tern’s Power Week

Flight Path by Tern

28 minutes 48 seconds

2 months ago

Insurance Overhaul to Sticky Calendars Tern’s Power Week

Episode Overview:

In this episode, the Tern team dives into another packed week of platform improvements, customer stories, and behind-the-scenes wins. David, Molly, and Brad share highlights from Virtuoso Travel Week, celebrate Bootcamp success, and unveil new product updates that make everyday workflows faster and smarter. From deep work on insurance and reporting to mobile-friendly design tweaks and sticky calendar filters, this week shows how Tern is leveling up for advisors everywhere.

Episode Topics:

(00:51) Insurance & Reporting Overhaul

Molly shares progress on improving the insurance module and advancing reporting tools with new filters, columns, and visualizations.

(02:14) Customer Praise & Bootcamp Responsiveness

Brad recounts an advisor’s heartfelt feedback and how Bootcamp sessions are improving in real time thanks to Karina and Ben.

(07:46) Streamlined Form Responses

New updates make it easier to find and link form responses directly to contacts and trips without tedious workarounds.

(11:31) Editor Performance & Email Upgrade

Brad outlines fixes to speed up itineraries and previews the final rollout of the new editor for emails, making variables easier to use.

(17:24) Agency Control of Service Fees

Agencies can now disable direct service fee collection to match legal and business requirements.

(19:20) Mobile Usability Improvements

Ongoing design updates make Tern smoother to use on the go, with responsive layouts and cleaner navigation.

(22:35) Sticky Calendar Filters Calendar preferences now persist between sessions, with payment due date tracking coming soon.

(24:18) UI Refresh: Goodbye Dots

A small but impactful design change removes unnecessary status dots, making tables clearer to read.

Show Highlights: Customer feedback driving rapid Bootcamp improvements Forms linked directly to trips and contacts for easier reference Editor upgrades speeding up itineraries and simplifying email templates Agencies gaining control over service fee collection settings Mobile-friendly updates improving the advisor experience on the go Persistent calendar filters for faster day-to-day planning