When a supplier renews an annual product like Medjet, AIG, or GeoBlue, the client's original trip is often archived and no longer active on your board. This article covers how to log the new commission so it flows through your Commission tab and to your agency admin for reconciliation.
What this covers
Annual insurance renewals (Medjet, AIG, GeoBlue, and similar) and any other recurring product like a subscription membership are treated the same way in Tern. The renewal is a new booking, with its own coverage period and its own commission. You have two ways to log it. Either works. Pick whichever fits how you keep your records.
Before you start
The booking needs to live on a trip. Bookings can't exist on their own in Tern.
You'll need the renewal amount, the commission you expect to earn, and the date you expect the commission from the supplier.
This workflow is for agents. If you're an agency admin recording a supplier statement that covers multiple renewals at once, see How to Record Commissions in Tern instead.
Option 1: Start a new booking-only trip
Use this when you'd rather keep past trips left alone and start clean for the renewal cycle.
Create a new trip for the client. Set the trip status to Booked. Name it something you'll recognize later, for example "Jane Smith - Medjet 2026 renewal." See How to Create a Booking in Tern for the full walkthrough.
Add the renewal as a new Activity on the trip's itinerary. Enter the coverage dates as the activity's start and end dates.
Go to the Booking & Pricing tab. Fill in the supplier, the total price of the renewal, your expected commission, and the expected commission date.
Click Mark as Booked. The renewal appears in your Commission tab.
Option 2: Reopen the archived trip and add the renewal there
Use this when you'd rather keep every renewal cycle on the same trip so the client's full history stays in one place.
Find the archived trip. Go to your Trips board. If your board doesn't show the Archived column, use the filters to include archived trips, or drag the Archived column back in.
Change the trip status back to Booked. Drag the trip card from Archived to Booked on the board, or open the trip and click the status pill at the top.
[SCREENSHOT: A trip's status pill dropdown showing the option to move it from Archived to Booked]
Note: Automations tied to the trip's original start or end dates will not run again, since those dates are in the past. But any workflow set to auto-apply when a trip moves to Booked may run again. Before flipping the status, open the trip's Automations tab and pause anything you don't want firing on a renewal, especially client-facing emails.
Add the renewal as a new Activity on the trip's itinerary. Enter the coverage dates as the activity's start and end dates.
Go to the Booking & Pricing tab. Fill in the supplier, the total price, your expected commission, and the expected commission date.
Click Mark as Booked. The renewal appears in your Commission tab alongside the original booking.
You'll know it worked when
The renewal shows in your Commission tab with an Upcoming status. Once your agency admin logs the supplier's payment against it, the status moves to Received.
Common issues
My renewal supplier isn't in Tern's insurance integrations.
Annual medical evacuation and travel insurance products like Medjet, GeoBlue, and AIG are not part of Tern's integrated quoting flow. Log the renewal manually as an Activity on the trip as described above. See Insurance Integrations for the list of integrated partners.
I flipped the archived trip to Booked and a client email went out.
An auto-apply workflow fired on the status change. Open the trip's Automations tab, deactivate the workflow, and remove any emails that were scheduled and haven't sent yet.
I don't see my renewal in the Commission tab.
Your booking has to be marked as Booked (not Planning) before it appears in commission tracking. Go back to the Booking & Pricing tab on the renewal activity and click Mark as Booked.