To help you get the most value out Tern for agency owners, we’ve prepared resources covering the three core topics that were explored in depth during the live training sessions. These materials ahead will give you the foundational knowledge you need to follow along in the training and take action seamlessly in Tern.
Recordings of the live trainings can be found here.
When did the series run? December 17, 18, and 19 of 2025!
In this overview series, agency owners received a high-level introduction to:
Account Orientation & Agency Setup
👉 Start here
These resources teach how to properly configure your agency in Tern, including key settings for your agency details, team, and financial configuration. You’ll also get an introduction to your core managed items—contacts and suppliers.
Commission Reconciliation & Agent Payouts
👉 Start here
Understand how commission statements are created, reconciled, and tracked over time. These resources walk you through the full reconciliation and payout workflow in Tern.
Reporting & Analytics for Agency Growth
👉 Start here
Get familiar with Tern’s dashboards and reporting tools.These resources highlight essential reports, use cases, and best practices to help you interpret your data and make informed business decisions.