Flights, updates that make a big difference, and H2 2024 Roadmap

Flights, updates that make a big difference, and H2 2024 Roadmap

In this episode, Brad, Molly, and David discuss the latest updates and upcoming features of the Tern platform. They mention the upcoming major product webinar focused on improvements to the advisor workflow. They also talk about the recent enhancements made to the platform, such as credit card authorization, e-signatures on forms, and preserving pagination when navigating back from library items. The hosts then discuss the future plans for the platform, including closing the gaps in agency features, introducing flight status updates, and launching group travel capabilities. They emphasize the importance of user feedback and the iterative nature of their development process.

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Episoder(98)

Building The Ledger Behind Your Bookings

Building The Ledger Behind Your Bookings

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Katie Williams (COO) recap this week's agency owner webinar and dig into why Tern is building its own general ledger and payment...

7 Aug 26s

Back to Basics Is Shipping the Fixes You Asked For

Back to Basics Is Shipping the Fixes You Asked For

Episode OverviewDavid Shull (CEO, Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) open Flight Path's first full week of the Back to Basics campaign, the product push spa...

31 Jul 32min

Trip Statuses Now Update Themselves Automatically

Trip Statuses Now Update Themselves Automatically

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) walk through a stacked update week: trips can now automatically move between statuses like travelin...

24 Jul 41min

Group Trip Edits Can Now Sync to Every Subtrip

Group Trip Edits Can Now Sync to Every Subtrip

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) cover Tern's biggest group trips update yet: changes made to a group itinerary can now push down to...

17 Jul 41min

Agency Back Office Update Adds a Whole New Payroll Cycle

Agency Back Office Update Adds a Whole New Payroll Cycle

Episode OverviewTern co-founder David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner catch up after a July 4th break. The episode centers on Tern's overhauled agency back office:...

10 Jul 41min

Commission Reconciliation Just Got a Whole Lot Simpler

Commission Reconciliation Just Got a Whole Lot Simpler

Episode Overview:David, Molly, and Brad are back with a packed episode covering the biggest AI chat upgrades to date, a major new agency back-office feature, and a meaningful update to groups. This we...

26 Jun 30min

Agency Payout Rules That Actually Fit How You Work

Agency Payout Rules That Actually Fit How You Work

Episode Overview:Brad Turner (Head of Design) and Molly Johnson (Head of Product) host this week's episode, joined by Spencer, one of Tern's lead engineers on AI. With David traveling back from a team...

19 Jun 42min

What Agentic AI Actually Does for Your Advisory Business

What Agentic AI Actually Does for Your Advisory Business

Episode Overview: Fresh off their biggest webinar yet, David Shull, Molly Johnson, and Brad Turner sit down for the behind-the-scenes debrief. This episode unpacks what didn't get enough airtime durin...

12 Jun 42min

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