Smarter Forms, Faster Commissions & AI Upgrades

Smarter Forms, Faster Commissions & AI Upgrades

This week on Flight Path, David, Molly, and Brad dive into another packed episode covering major updates, exciting AI developments, and the latest from the ASTA River Cruise Expo in Vienna!

🚀 What's New?

  • Smarter Forms & Better Data Collection – Now, gather passport details, loyalty programs, and more directly within trip request & group sign-up forms!
  • Commission Management Gets an Upgrade – Upload supplier statements, track payments more efficiently, and new recall adjustment options.
  • Collaboration Just Got Better – Advisors and assistants now have access to notes, authorizations, and more for seamless teamwork.
  • Exporting Just Got Easier – Pull phone numbers and loyalty programs directly from contact exports.

Sneak Peek: What’s Coming Next?

  • AI-Powered Efficiency – We’re kicking off a major AI initiative to streamline data entry, trip building, and system migrations.
  • More Form Enhancements – Expect even deeper customization and better traveler data collection.

Join us for all the updates, and don’t forget to like, subscribe, and leave a comment! 🎧✨

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

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

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
lydartikler-fra-aftenposten
rss-borsmorgen-okonominyhetene
rss-pa-konto
pengepodden-2
utbytte
tid-er-penger-en-podcast-med-peter-warren
rss-skravla-gar
morgenkaffen-med-finansavisen
liberal-halvtime
livet-pa-veien-med-jan-erik-larssen
lederpodden
rss-markedspuls-2
rss-kron-podden
finansredaksjonen
stockup
pengesnakk