Overhauling Payments, Insurance & Our Big User Conference Launch

Episode Overview: In this episode, the Tern team dives into their final Flight Path of August 2025 with updates, reflections, and a preview of what’s ahead. CEO and Co-founder David Shull, Head of Product Molly Johnson, and returning guest Jade Pathe cover advisor success stories, lessons from recent bootcamps, and major product improvements. From new agency settings to a complete overhaul of payments and fresh insurance compliance features, this week’s discussion highlights how Tern is evolving to better support both individual advisors and large agencies. Plus, a sneak peek into what’s coming at the inaugural users conference and fall webinar.

Episode Topics:

(00:50) Advisor Wins and Community Impact

Molly shares heartfelt advisor stories that underscore Tern’s impact on businesses and why user feedback drives the team forward.

(04:30) Training Bootcamps and User Education

Jade recaps learnings from Karina’s successful bootcamps and previews upcoming training sessions at the users conference.

(09:42) Behind the Scenes of the Users Conference

David highlights the work going into Tern’s first-ever users conference, from keynote slides to the long-term 2030 vision.

(10:22) New Agency Settings for Large Teams

Molly details updates that help agency owners enforce best practices, streamline commission reconciliation, and simplify financial workflows.

(17:11) Overhauling Payments in Tern

Jade introduces a major redesign of how payments and authorizations work, giving advisors more flexibility, clearer tracking, and stronger compliance.

(29:49) Insurance Updates for Better Recordkeeping

Molly walks through new insurance compliance improvements, including automatic email records and logged opt-outs.

(34:45) Looking Ahead: Users Conference and Webinar

The team shares final prep for the users conference, the fall launch webinar, and what’s top of mind in the coming weeks.

Show Highlights:

• Heartfelt advisor stories that show Tern’s real business impact
• Bootcamp learnings that shape better training and education
• New agency settings that give owners stronger financial controls
• Payments overhaul with better tracking, flexibility, and compliance
• Insurance updates that create automatic opt-out records
• Behind-the-scenes prep for Tern’s first users conference and fall webinar