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