This article will walk you through how to get connected so you can access shared branding, supplier resources, training, and more through TPI’s agency hub.
📝 Step 1: Fill Out the TPI Sign-Up Form
To begin, TPI has created a short form specifically for advisors interested in using Tern. This helps the TPI team verify your information and get everything set up on their end. If you're interested in using Tern via TPI, you must sign up through this form.
📩 Step 2: Wait for Your Tern Invitation via Email from TPI
Once you’ve submitted the form, TPI will send you an official invitation to join Tern. FYI: this invite is not automatic and will be sent weekly.
Your invitation email will look something like this:
Click the Accept Invitation button in that email to begin setting up your account.
If you can’t find your invitation, check your spam or promotions folder for an email from [email protected]. If it’s still missing, contact [email protected] or ask your TPI contact to resend it.
🚨 Once you've accepted the invitation to join TPI in Tern, you'll want to cancel your individual subscription.
🚀 Step 3: Review Your Agency (or Agencies) in Tern
Once you’ve accepted your invitation, you’ll be redirected to the 'Agency Details' tab within your user settings.
If you are a member of multiple agencies, now including TPI, it should look like the following:
📣 Important Note: If you're an agent with a TPI-hosted agency already using Tern for submitted bookings and commission reconciliation, you will want to keep your existing TPI-hosted agency as the 'Default' agency. Once you accept TPI's invitation, Tern will purposefully not automatically change your 'default' agency to TPI.
🧑🧑🧒 Step 4: As a Member of Multiple Agencies, Where Will I See That Reflected?
As a member of multiple agencies, you can toggle within 'Commissions' and 'Reporting' in the top navigation bar to see bookings submitted to which agency.
NOTE: TPI requires all bookings to be submitted via Suitcase 2.0 so if your current agency is who is using Tern to reconcile your commission, you should not need to submit anything to TPI and therefore nothing should change about your current booking submission process.
Below is a screenshot of how you can toggle between agencies within the 'Commission' and 'Reporting' tabs:
🧾 Step 5: Submitting a Booking
When you go to submit a booking to your agency, your 'default' existing agency is the credential that the booking should be submitted through.
See the screenshots below for your default credential being presented along with what it would look like if you toggle it (though, you should not need to).
Again, by default, this will remain as your existing agency where you are submitting bookings to. Nothing should generally change about this current process with the addition of TPI.
The best way to think about the TPI agency is that you're added for collaboration and content sharing.
Need Help?
If you run into any issues, we’re here to help! Reach out to us via the chat bubble in the bottom-right corner of your screen in Tern, or email us at [email protected].