Agency Back Office Update Adds a Whole New Payroll Cycle

Episode Overview

Tern 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: a new Back Office Home separating agent and admin views, automated commission splits for referrals and mentors, and a system letting agents self match unclaimed commissions instead of admins exporting spreadsheets. Also covered: new AI chat features and cleaner itinerary date and time display. Full details land at Tern's agency launch webinar on August 5.

Episode Topics

(00:00) Weeks in Review, catching up after the July 4th break and this quarter's board meeting.
(07:14) AI Chat Updates, chat can reference your email template library, save and share prompts, debug automations, and pull Project Expedition tours into a trip.
(15:25) Itinerary Display Fixes, consistent date and time formatting across every item type.
(18:45) New Back Office Home, a dedicated navigation home for agency admins, separate from the agent CRM.
(26:03) Booking Drawer and Commission Splits, one consistent booking review flow plus automated referral and mentor splits.
(31:05) Unclaimed Commission Matching, agents review and self claim unclaimed commissions with agency level controls.
(39:43) Week Ahead, integration work, this week's group subtrip sync launch, and new hires starting.

Show Highlights

AI chat reads your email templates and automations, and surfaces tours inside a trip.
Back Office Home gives agency admins one dedicated space, separate from selling.
Automated mentor and referral splits remove manual adjustment work for admins.
Agents self match unclaimed commissions instead of admins exporting spreadsheets.
Agency launch webinar set for August 5, with a full back office deep dive.