Tern Agency

My agents have a certain amount of time to claim unclaimed commissions per their contract. I want to be able to set that countdown clock in Tern and once time is up, they cannot claim it anymore. I don't want agents coming months and/or years later claiming a commission they forgot to enter in Tern or marked as booked even though it sat in the unclaimed section for weeks.

I recently used the Tern app as a "traveler" for one of my personal trips, and it was a bit frustrating that each time I wanted to open a document it had to be opened/downloaded outside of the Tern app. Many of my client trips are multi-stop and end up with many different confirmations/tickets, so being able to open or view these in the app would be so helpful! Similar to how we as advisors can view a preview of the file.

Currently, we have access to a list of ICs in our agency. I am requesting a build out of that area where we can keep important details like hire date, notes, and a way to get them into an onboarding workflow. In addition, we could use the Tern forms for agent attraction. We would need a place to store the contact information that is not part of the client list. Perhaps a way to tag the respondent as a client or potential agent.

An internal agency calendar to notate agency meetings, events, and advisor personal travel. I would love to get everything in one place!

It would be helpful if we could input a supplier's T&C's (as well as Cancelation Policies) once - at the agency level - and have those apply across the board to all advisors' bookings.

The logo, agency name, cover photo, etc should carry over from host account when inviting an advisor. They can edit them, but this would save time for the new agent to set up their account.

For many applications (FAMs, invite-only industry events, etc) and for internal Agency knowledge, the ability to easily pull reports on your activity by Supplier and Destination would be fantastic. Currently, I have to ask the AI and it's a bit cobbled together. We don't have anywhere to report the region or particular destinations that are being booked but maybe this information could be pulled from itineraries using the Google places from each day. I have a lot of opportunities that want me to tell them good numbers for where I am sending clients and what types of trips we typically book.

We desperately need a way for the system to flag or warn that a duplicate commission statement already exists. In agencies with more than one owner or with admins, it shouldn't be possible to create two commissions statements with the same supplier and statement number. Creates so much confusion!

I really need the trip statuses to be the same and Carry over to the agents accounts so that the automation triggers will work.