The Webinar That Could Change How Advisors Work Forever

WEBINAR REGISTRATION: Register now at tern.travel before Thursday, March 26 at 3:30 PM ET.

Episode Overview:

In this episode of Flight Path, David Shull (co-founder and CEO), Molly Johnson (head of product), and Brad Turner (head of design) kick off with a look behind the curtain at the Tern team, including Brad's feature in an industry publication and Molly's viral blog post on AI and career identity. The team then dives into a packed product update covering global notes, live transfer booking through Project Expedition, Chubb insurance going live, automation offsets, and a wave of quality of life improvements for advisors managing groups and contacts. With the Q1 product launch webinar just days away, the team hints at secret features still being held back and closes with a reporting tips and tricks session. Next week promises to be a defining moment for how travel advisors think about their technology.

Episode Topics:

(00:00) Webinar Countdown and Episode Preview: David sets the stage for an action packed episode with less than seven days until the Q1 product launch webinar.

(01:24) Brad's Industry Feature and Molly's Blog Post: Brad reflects on being featured in a people centric industry publication, and Molly shares the story behind her candid essay on AI, career identity, and why pressure to do everything can make you worse at the things you love.

(09:58) Week in Review: The team shares how an insane week of quarterly planning, beta features, and webinar prep is coming together ahead of the big launch.

(13:00) Global Notes Launch: Advisors can now search and access all their notes from anywhere in the app without leaving their current workflow.

(16:19) Live Transfer Booking via Project Expedition: Transfers can now be quoted and booked directly from the itinerary, with pricing that auto-refreshes at the time of client authorization so advisors never have to chase a new approval because the price changed.

(21:00) Chubb Insurance Now Live: Chubb joins Arch and Faye as a live insurance partner in Tern, giving advisors real time quotes and automatic booking on client authorization.

(23:24) Automation Offset Trigger: Advisors can now schedule tasks and emails to fire a set number of days after an automation is added, making post-booking drip sequences and contact outreach far easier to build.

(29:27) Quality of Life Updates: Create a trip directly from a contact profile, export passport data in group trip exports, and apply workflow task lists at the group trip level in one click.

(33:27) Chrome Extension Updates: Improved image import, logout capability, and a more polished presence in the Chrome extension store.

(35:00) Tips and Tricks: Reporting deep dive showing how advisors can use filters and drill into underlying booking data across 42 columns and export directly to Excel.

(39:16) Week Ahead: The team previews the Q1 product launch webinar on Thursday March 26 at 3:30 PM ET, with secret features still being held back until the final minutes.

Show Highlights:

• Transfers now book at the exact price the client sees at authorization, eliminating the back and forth when prices shift

• Chubb is officially live, completing a major request advisors had been asking for

• Automation offsets make it possible to build post-booking drip campaigns without manually calculating dates

• Group advisors can now export passport data and apply bulk task workflows in a fraction of the time

• The Q1 webinar is shaping up to be record breaking attendance with features the team says could make Tern feel like a different company