AI That Matches Clients to Supplier Deals

Episode Overview: David Shull, Molly Johnson, and Brad Turner had a week that felt bigger than most. A host agency came back after 14 months to demo their full workflow in Tern, and the before-and-after data on advisor sales moved the room. That energy carries through everything the team shipped: meetings now live inside Tern, AI chat can find the right client for a supplier promo and send a personalized email in one click, and agencies can finally assign workflow tasks to specific team members. Las Vegas Travel Agent Forum is next week, and there's more in the pipeline than the team is ready to say out loud.

Episode Topics:

(00:00) A host agency demo, 14 months in the making, shows real before-and-after conversion data.

(09:11) Calendar meetings appear inside Tern, with one-click contact profiles and note taker controls.

(16:29) Workflow tasks can now be assigned to specific team members or VAs at the template level.

(21:47) AI chat improvements: send emails from chat, auto-populate hotel properties, create trips without a client name or exact dates.

(25:01) Live demo: supplier promo email becomes a personalized client outreach, sent in one click.

(33:47) Trip creation moves to a drawer layout. Agencies get a new setting to lock trips to agency access.

(35:34) What's coming: group subtrip syncing, collaborator credit card permissions, Las Vegas Travel Agent Forum.

Show Highlights:

• Calendar meetings now live in Tern with note taker controls built in

• AI can go from a supplier email to a sent, personalized client outreach without leaving Tern

• Workflow tasks are now assignable to team members and VAs at the template level

• New agency setting prevents advisors from removing agency access on their way out