Client Logins, Reporting Speed, and Optional Add-Ons

In this week’s episode of Flight Path, we cover some major updates that make Tern even more seamless for advisors and their clients. Join David Shull (CEO and Co-Founder), Brad Turner (Head of Design), and Jade Pathe (Interim Head of Product) as they dive into: This Week’s Highlights: Simplified Client Login: A faster, easier way for travelers to create accounts and interact with itineraries – no passwords needed! Enhanced Reporting Speed: Improvements that make your reporting tab faster and smoother, especially for larger agencies. Agency Tools Update: A sneak peek into adjustments and bonuses for better commission reconciliation and agent payouts. Coming Soon: Email & Calendar Upgrades: A brand-new email and scheduling experience with better sync speeds, Teams/Google Meet integration, and updated scheduling links. Optional Add-Ons: A game-changing feature to help you seamlessly upsell activities, excursions, or additional services. Real-Time Automations: Immediate email triggers to keep your clients informed the second they submit a form or book a trip. Don’t miss this exciting look at how Tern is empowering advisors with tools to save time, delight clients, and streamline operations. 🎧 Tune in now on Spotify, YouTube, or Apple Podcasts!Don’t forget to like, subscribe, and share with your colleagues.