Record your traveler’s insurance choice for them
Episode 107

Record your traveler’s insurance choice for them

In the final Flight Path before the 2026 Tern User Conference, David, Brad, and Jade cover 3 updates: advisors can now record a traveler’s insurance c...


Transcript

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Episode Overview

CEO and Co-Founder David Shull, Head of Design Brad Turner, and Product Lead Jade Pathe host the final Flight Path before the 2026 Tern User Conference. Advisors can now record a traveler’s insurance decision directly, and the card authorization page now shows travelers when each item will be charged. Brad covers a mobile-friendly header refresh shaped by Facebook group feedback. Next week, the team records live from New Orleans.

Episode Topics

(04:36) Watching TUC live: Every keynote and general session streams on Tern’s YouTube channel.

(10:17) Insurance decisions for travelers: Decline or select coverage on a traveler’s behalf and attach proof of a decline.

(14:01) Mobile-friendly headers: A cleaner header and a new Done editing button.

(17:54) Clearer card authorization: Labels show which items are charged right away and which after advisor confirmation.

(22:58) The week ahead: What the team is most excited for at the user conference.

Show Highlights

Log a traveler’s insurance choice from a phone callA documented decline helps protect against chargebacks

Editing screens are easier to use on mobile

Card auth wording will keep improving with advisor feedback

Topics: TernFlight Path podcastCRM for travel agentsautomation templatestravel advisor workflowAI product toolsproduct updates