Use this guide to connect your agency’s suppliers to the matching suppliers in your host agency’s supplier list.
Before you start:
Only for agencies with a host. Mapping only matters for bookings that use your host agency’s credentials. If your agency has no host, or the booking’s Accreditation shows your own agency, mapping doesn’t apply and won’t fix a supplier error.
Not for integration bookings. If an insurance policy purchased through a Tern integration shows “Ask your agency admin to add [supplier] to [agency]’s supplier list,” mapping won’t clear it. See Agency Booking Requirements and Integration Bookings.
Who can do this. Anyone with edit access to your agency’s suppliers. Agency owners and admins have it by default. Manage suppliers sits under Agency back office on the team member permissions screen.
The host supplier must already exist. You can only map to an active supplier in your host agency’s own supplier list. If it isn’t there, ask your host agency admin to add it first.
When mapping is required
Tern only checks mapping on bookings that use your host agency’s credentials. Whether it checks depends on two settings:
Your host agency requires agency suppliers, and your agency’s restriction is off. The booking can use a host supplier or one of your agency suppliers that’s mapped to a host supplier.
Your host agency requires agency suppliers, and your agency’s restriction is on. The booking must use one of your agency suppliers, and it must be mapped.
Your host agency doesn’t require agency suppliers, and your agency’s restriction is on. The booking must use one of your agency suppliers. Mapping isn’t checked.
Neither setting is on. Tern doesn’t check the supplier list.
Your agency’s restriction is Restrict bookings to agency-approved suppliers when using host credentials, in Back office → Agency controls → Advanced settings. It only works when Agency supplier is also checked under Booking requirements. See Managing Agency Suppliers.
How to map a supplier
Go to Back office → Suppliers. If you’re an admin of more than one agency, use the agency switcher in the left sidebar to open your own agency.
You can also use Library → Agency Suppliers. It opens on your host agency’s list, so use the dropdown next to the page title to switch to your own agency.Open the supplier you want to map.
On the Identifiers card, open Edit identifiers.
Under Host mapping, find the [Host agency] supplier field and search for the matching supplier. Only active suppliers in your host’s list appear. If your agency has more than one host, you’ll see one field for each host.
Click Save changes.
The Maps to card on the supplier’s profile now shows each host and the supplier it’s mapped to. Suppliers that aren’t mapped show a Not mapped badge.
Once a supplier is mapped, existing and future bookings that use it are treated as mapped. Bookings already locked for commission aren’t affected.
Common issues
I don’t see the Host mapping section.
It only appears on suppliers your own agency owns, and only when your agency has an active host agency. If you opened the supplier from Library, check that you switched to your own agency first. Library opens on your host’s list. If your agency doesn’t book under a host, you don’t need to map suppliers.
The supplier I need isn’t in the host supplier list.
The search only shows active suppliers in your host agency’s list. Ask your host agency admin to add the supplier, or to restore it if it was archived, then come back and map it.
An advisor sees “Must be a supplier recognized by [host agency]” when marking a booking as booked.
The booking uses your host’s credentials, your host requires agency suppliers, and the supplier isn’t mapped. Map it using the steps above, then mark the booking as booked again.
An advisor sees “Must be a supplier for [agency]” when marking a booking as booked.
The supplier on the booking isn’t on your agency’s supplier list. Mapping won’t fix this. Add the supplier to your list first. See Managing Agency Suppliers.
I mapped the supplier, but my integration booking still says “Ask your agency admin to add [supplier] to [agency]’s supplier list.”
That message on an insurance policy purchased through a Tern integration isn’t caused by host mapping. See Agency Booking Requirements and Integration Bookings. If the supplier is already in your agency’s list, contact Tern support with a link to the booking.