Tern Agency

It would be great if either the system would automatically mark $0 commission items as non-commissionable OR if there was a way to select multiple items on the commission tab at once.

Would love if updates to the emails within the workflows would update across the agency. Currently, if I make an update to an email within a workflow, in order for agents to get the update, they have to either clutter up their email templates by copying just the email that changed and then swap out the email in the workflow and apply the changes, or remove the workflow entirely, recopy and apply updates. It's been challenging to walk agents through how to do this, since all the workflows were initially set up by myself.

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

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.

A Conversion Rate Analysis Report for a travel agency provides a comprehensive overview of the sales process, tracking key metrics such as leads generated, inquiries received, proposals sent, and sales made. By examining conversion rates at each stage—leads to inquiries, inquiries to proposals, and proposals to sales—the agency can identify strengths and weaknesses within the sales funnel. Important metrics like response times to inquiries and proposal acceptance rates offer insight into customer engagement and the sales team’s effectiveness. The report also highlights overall conversion rates, showing the percentage of leads that convert into sales. Visual aids like funnel charts, bar graphs, and pie charts illustrate data trends and pinpoint areas for improvement. For instance, a high inquiry-to-proposal conversion rate may indicate strong initial interest, while a low proposal-to-sales conversion rate might suggest a need for better follow-up or more tailored proposals. Additionally, analyzing lead sources and average deal sizes provides insights into the effectiveness of different marketing channels and the popularity of various travel packages. This analysis not only assesses current performance but also offers actionable recommendations to enhance conversion rates and sales. Suggestions may include investing in more effective lead generation strategies, improving the personalization and quality of proposals, and ensuring quicker response times to inquiries. Regularly monitoring these metrics allows the travel agency to optimize its sales process, boost customer satisfaction, and drive revenue growth.

Have the hotels populate in the itinerary for the full trip, not just C/I and C/O

My Admin is unable to add documents to the document tab for the client to view. It's important for admins to have all. of the access that they need to compete and send an itinerary on my behalf.

I need to be able to report sales and commission by state for my yearly taxes to my accountant for our seller of travels etc.

In many agencies, the entering of statements, reconciliation and payout of commissions may be performed by more than one person (i.e. multiple owners, virtual or other assistant, etc.). It would be nice to have some type of notification whether that be an alert for a designated person or an email when a particular workflow for commissions is completed. Example: Accounts receivable person gets the received supplier statements and enters them in tern, once they are completed a notification or email alerts the accounting person that commissions are ready to be paid to agents. This reduces the number of steps so the person entering the statement doesn't have to manually notify the other person they've completed their step.

I'd like to see an option where we could add an optional text box for us to add a tagline or slogan under our company name in our advisor contact/info blocks that appear on itineraries? That space between our company name and our email address. It would just add a little more branding opportunity to be able to do this and fill that space.