We Launched One-Click Insurance and Fixed Agency Payouts

Episode Overview: In this episode, the Tern team shares a packed week of shipping, led by the launch of Tern’s first ever insurance integration. David Shull, CEO and co-founder, is joined by Molly Johnson, Head of Product, and Jade Pathe, Senior Product Lead, to break down one-click insurance quoting with ArchRoamRight, plus a wide range of agency back office improvements and quality-of-life updates. From smarter commission reconciliation and faster payout exports to practical Tips and Tricks that save advisors time, it’s a detailed look at how Tern is making day-to-day operations simpler for advisors and agencies. The team also previews what’s coming next, including additional insurance partners and upcoming product work.Episode Topics: (00:00) A big week of shipping and the first insurance integration David introduces the return of Tips and Tricks, the insurance launch, and a wave of new product updates.(01:05) Package pricing and commission complexity Molly walks through upcoming package pricing improvements and why pricing and commissions touch so many parts of Tern.(03:15) Launching insurance and responding to beta feedback Jade shares what it took to get the insurance integration ready for launch and how early users influenced the final release.(05:26) New controls for agency commissions Agencies can now block custom commission submissions, improve payout accuracy, and better manage retained totals.(10:28) Faster payouts and better exports Performance upgrades make Agent Payouts faster and exports more reliable for large agencies.(15:05) Why Tern built insurance The team explains how eliminating copy-and-paste workflows makes it easier to offer insurance on every trip.(20:03) How instant insurance quotes work A breakdown of the data Tern uses to generate accurate quotes and book policies seamlessly.(23:30) Insurance demo and real-world results Seeing pre-filled trip details in action and how advisors can click publish and wake up to booked policies.(29:45) What’s next for insurance integrations Upcoming partners, add-ons, and planned improvements to the insurance experience.(32:53) Quality-of-life fixes and Tips and Tricks Smaller updates that add up, including email engagement tracking and smarter lodging templates.Show Highlights: One-click insurance quoting that removes manual workCleaner agency payouts with more accurate commission mathAdmin controls that reduce commission confusionTips and Tricks that help advisors work faster every day