July Webinar Recap: Exciting Updates for Travel Agencies

Tern’s July webinar was filled with exciting announcements and practical updates aimed at improving travel planning and commission management for agencies.

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Webinar Summary

The July webinar began with a warm welcome from David Shull, CEO and co-founder of Tern. David expressed his excitement for the new features and updates that were about to be unveiled. He encouraged attendees from across the globe to participate actively in the chat, sharing their locations and what they were looking forward to in the webinar. The atmosphere was lively, with greetings and messages flooding in from places like Orlando, Pittsburgh, Toronto, and Maryland.

Feature Highlight: Trip Collaboration

One of the key highlights of the webinar was the introduction of the new feature allowing advisors to add trusted outside agents to their planning process. This update was met with great enthusiasm as it enables seamless collaboration with non-Tern agents, significantly enhancing workflow efficiency. Attendees appreciated how this feature would streamline their operations, making it easier to manage shared tasks and responsibilities.

Introduction of Community Content Sharing

Collaboration is a game-changer for agency owners using Tern. The platform allows for seamless sharing of content with independent contractors (ICs) and within communities. Content creators and community owners can build their resources once and share them effortlessly by adding an email. This feature ensures that all shared content is operationally useful, significantly enhancing productivity and collaboration within agencies. The simplicity and efficiency of this process have made a significant impact on how agencies manage and share their valuable content.

Eliminating Duplicate Data Entry

One of the standout features of Tern is its ability to eliminate duplicate data entry for advisors. By streamlining data management processes, Tern ensures that advisors do not have to enter the same information multiple times across different systems. This not only saves time but also reduces the likelihood of errors, making the workflow much more efficient and allowing advisors to focus on providing excellent service to their clients.

Reporting for Agency Owners

Tern offers robust reporting tools designed specifically for agency owners. These tools provide detailed insights into various aspects of the business, from financial performance to operational efficiency. The ability to generate comprehensive reports allows agency owners to make informed decisions, track progress, and identify areas for improvement. This level of visibility into the business operations is invaluable for strategic planning and growth.

Features Launching Soon

Tern continues to innovate and expand its offerings. Upcoming features include:

• Supplier Payments: A streamlined process for managing payments to suppliers, ensuring timely and accurate transactions.
• Unclaimed Commissions: Tools to help track and claim outstanding commissions, ensuring no revenue is left uncollected.
• Task Collaboration: Enhanced collaboration features that allow team members to work together more effectively on various tasks.
• Importing Historical Sales: The ability to import historical sales data into Tern, providing a comprehensive view of past performance and trends.

These features are designed to further enhance the functionality and efficiency of the Tern platform, addressing key needs and pain points identified by users.

Teaser for the August 7th Webinar

Mark your calendars for August 7th, when Tern will be hosting another exciting webinar. This event will focus on the latest updates and features, including a restructuring of how flights work within Tern. It’s an excellent opportunity for independent contractors and those considering switching to Tern to get a firsthand look at the powerful capabilities of the platform. Don't miss this chance to learn more and get inspired by the innovative solutions Tern has to offer.

Stay tuned for more updates and join us in making the world of travel agency management more fun and efficient with Tern! ​