Tern Launches Agency Dashboard and Smarter Tools for Advisors

Episode Overview: In this episode, Brad hosts while CEO David is away, joined by Product Manager David Tilly and Designer Ursula. The trio dives into Tern’s latest updates for agency admins, including the brand-new agency dashboard, automated payout emails, and design refinements that make the platform faster and more intuitive. They also tease upcoming features like global search and next-level trip planning powered by smarter design patterns and AI.

Episode Topics: (00:01) Welcome and Webinar Reminder Brad shares details on next week’s “Vision for 2030” webinar and reminds listeners to subscribe for updates.

(02:11) Meet David Tilly New Product Manager David Tilly reflects on joining Tern, working across squads, and helping deliver the new agency dashboard.

(04:07) Design Team Insights Ursula talks about dashboard design details, shaded icons, and how real-world inspiration drives Tern’s product aesthetic.

(06:53) Agency Dashboard Launch The team explains what’s new for agency admins, from graphs and analytics to performance improvements and future payment integration.

(13:17) New Payout Email Feature Ursula introduces automated agent payout emails with customizable messages and saved templates for recurring notes.

(15:26) Itinerary PDF Improvements Brad and the team discuss better formatting, spacing, and styling in exported itineraries, making them more client-ready.

(19:39) Quality of Life Updates Smaller but impactful updates to folders, calendar filters, and analytics calculations make the platform smoother for advisors.

(23:09) Coming Soon: Global Search David shares progress on Tern’s upcoming global search, allowing advisors to find trips and travelers faster than ever.

(27:48) Designing for 10x Faster Trip Planning Ursula previews design exploration toward AI-enhanced workflows and more visual, chip-based navigation.

(29:57) What’s Next Brad teases the upcoming partner integration and next week’s major vision webinar.

Show Highlights:

• Launch of the new agency dashboard with admin-level insights

• Automated “Woohoo, you’re getting paid!” payout emails • Updated itinerary PDFs that look great and save space

• Improved calendar syncing and analytics accuracy

• Sneak peek at global search and faster trip planning tools