Agencies
Articles about managing your agency on Tern
By Ellen and 12 others13 authors50 articles
- Asked to choose a plan when joining through your host agencyWhat to do if you're a new advisor joining Tern through your host agency and Tern asks you to choose a plan.
- Recording commission on an Insurance Policy renewalHow to record commission on an annual insurance renewal or other recurring booking as an agent, including whether to start a new booking-only trip or reopen an archived one.
- Tern Agency: Commission ReconciliationA guide to your agency commission dashboard - view all agent bookings, log supplier payments, export to pay your agents, and more
- How to Map Agency Suppliers to Host SuppliersStep-by-step guide to mapping your personal agency's preferred suppliers to your host agency's supplier list in Tern.
- Will my personal seat be refunded if I move to an agency seat?A frequently asked question:
- Selecting the billing cadence for Agency SeatsHelpful information for users when selecting the billing cadence for agency seats.
- Agents: managing your default agencyLearn what a default agency is, and how to set up yours in Tern
- Is a free trial available for my agents?
- What is agency pricing?A breakdown of Agency pricing in Tern
- Do I have to use paid seats for my agency?How should I think about purchasing agency seats vs not?
- How do I join an agency?If your agency is using Tern, there are a few ways to join.
- How do I Log an Activity or Sale with my Agency in Tern?Mark an item as booked so that it shows up in your agency's commissions and reports.
- What is the difference between agency roles in Tern? Owner, Admin, Collaborator, AgentEach Agency role has different permissions in Tern
- Will my agency be able to see all my data?Any bookings you log with your agency will be seen by your agency Owner, Admin, and Collaborators.
- How do I share content with my agency?Turn on the agency toggle in template sharing to automatically share with your agency.
- Do I have to pay for my advisors for them to join my agency?
- When should I use an Agency vs a Community?Agency Sharing vs Community Sharing
- Is there an extra cost for the agency features?
- Agency Owners: What happens to a team member's trips when they leave the team?What happens to a team member's trips when they leave the team?
- Agents: Commission TrackingA guide for agents (within an agency on Tern) to track commission and payment status
- Import agency bookings into TernLearn how to import historical bookings into your agency account in Tern
- AdjustmentsHow to add adjustment to your agent payouts and supplier statements
- Managing Agency Suppliers
- Tern Agency: Team ManagementCreate an agency, add seats, and manage your team on Tern
- Managing Commission When Your Agency Works Under a Host Agency
- Agency Dashboard ViewLearn how to use Tern's Agency dashboard as your agency control center.
- Agency managed contacts & tripsLearn about how contact and trip access enforcement works in Tern
- How do I create an agency?Learn how to create an agency from a new or existing Tern subscription and invite your team to your agency in Tern.
- Agency Owner Mini Series: December 2025We hosted a 3-part training series on Tern's most important capabilities for agency owners.
- Find and merge duplicate bookings
- Agency Terms & ConditionsSet up Agency T&Cs, and enforce usage in credit card authorization, invoicing, and forms
- Lock commission rates on trips & contactsLearn how to lock commission rates to handle cases like 'agency leads' at lower commission rates
- Understanding the Collaborator Role
- Unclaimed Booking MatchingLearn how to review suggested matches for unclaimed bookings & link them directly to statements
- Reconciling statements: approve for payoutLearn how to approve statements for payout
- Host agency commission reconciliation - betaManage financial settings & reconcile commission as a host
- Host Agency OverviewAn overview of host agency articles
- Understanding Migrated Bookings After Moving Under a Host Agency
- Agency Dropdown Filtering in BookingsHow host agency admins can use the Agency filter to view bookings for a specific sub-agency in Tern.
- How to leave or disconnect from an agencyIf you've switched host agencies or need to disconnect from an agency in Tern, here's what you need to know.
- Defaulting new trips to agency-managedHow agency admins can default all new shared trips to be agency-managed, and what that means for advisors creating trips.
- Assigning task templates to other agency membersHow to assign tasks to admins and collaborators at the task template, workflow, and automation level in Tern.
- Agency preferred suppliers and tagsHow to mark agency suppliers as preferred and add custom tags so your agents can identify and search for the suppliers you recommend.
- Agency user permissionsHow to manage what agency members can do in Tern, including credit card visibility on shared trips and admin controls over suppliers, team, and billing.
- Agency Supplier Payout RulesHow to set ready-to-pay and expected commission date logic by supplier category and for individual suppliers, so payouts release on the right milestone and agents don't enter dates manually.
- Personal Travel for Host AgenciesHow the Personal Travel commission type works across a host agency, its sub-agencies, and their agents, including setup, booking submission, documentation, and reconciliation.
- Agency Back Office HomeAn overview of Back Office Home, the consolidated workspace where agency administrators manage suppliers, bookings, commissions, and agency settings in Tern.
- Agency Booking Requirements and Integration BookingsHow agency booking requirements affect bookings made directly with a supplier through a Tern integration, including why a booking can be confirmed and paid but not yet submitted to your…
- Merging SuppliersHow to merge duplicate suppliers in Tern, moving all bookings and financial data to a single supplier.
- Quick Submit Booking - in closed betaHow to submit a booking to your agency for payment without building out a full trip first, using Tern's Quick Submit Booking form.