Project Expedition and Tern’s next chapter!

Episode Overview: In this episode, the Tern team dives deep into what’s been happening across product, design, and strategy. Hosts David Shull (CEO and Co-Founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) share updates from Cruise World, new supplier integrations, and major reporting improvements. From a peek at Tern’s long-term vision to how they’re scaling customer experience, it’s a jam-packed conversation on the evolution of Tern and what’s next.

Episode Topics: (00:52) Supplier Integrations and Insurance Partnerships

Brad shares behind-the-scenes work on new supplier and insurance integrations and what it takes to get them right.

(02:31) Host Agency Improvements

Molly breaks down the complexity of supporting multi-layer agency structures and how Tern is designing scalable solutions.

(06:05) Cruise World Highlights

David recaps Cruise World, including advisor feedback, sales training insights, and community takeaways.

(09:03) Addressing “Will Tern Sell?”

The team discusses long-term commitment, mission alignment, and why Tern’s here to stay.

(15:03) Project Expedition Tour Library

A new supplier integration goes live, saving advisors time with drag-and-drop tours and media-ready itineraries.

(25:24) Reporting Revamp and Legacy Cleanup

Molly unveils a fully updated reporting system with better filters, export options, and saved views.

(34:06) Quality of Life Updates

Brad outlines smaller but impactful changes, from workflow tag automation to improved contact import reliability.

(38:49) Looking Ahead: Customer Experience and AI Enhancements

David previews new leadership in customer success and Molly teases upcoming AI-powered itinerary improvements.

Show Highlights:

• New tour integrations through Project Expedition now in beta

• Smarter reporting with filters, exports, and saved views

• Tern’s leadership reaffirms its long-term vision and independence

• Big strides in support structure and user experience

• Upcoming AI photo and content enhancements to speed up trip planning