Agencies
Articles about managing your agency on Tern
By Ellen and 13 others14 authors55 articles
- Tern Agency: Commission ReconciliationA guide to your agency commission dashboard - view all agent bookings, log supplier payments, export to pay your agents, and more
- 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.
- 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.
- Sales GoalsHow agency admins set sales or commission goals with an agency target, advisor targets or both, choose what advisors can see, and track the agency's and each advisor's progress on…
- How to Map Agency Suppliers to Host SuppliersHow to map your agency’s suppliers to your host agency’s suppliers, when mapping is required, and how to fix mapping errors on bookings.
- 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 SuppliersHow agency admins create, edit, and archive agency suppliers, how advisors find them in the supplier picker, and how saved supplier policies fill in on bookings.
- 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
- 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 tagsAgency preferred status and tags are now part of agency supplier profiles. Links to the current articles.
- 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 BookingHow to submit a booking to your agency for payment without building out a full trip first, using Tern's Quick Submit Booking form.
- Invoicing Suppliers for CommissionHow agency owners and admins set up commission invoicing, how agents send commission invoices to suppliers, and what the supplier sees.
- Outbound InvoicingHow agency owners and administrators can issue one-off outbound invoices to suppliers, clients, or agents in Tern, including setting up payment instructions and recording payments.
- Agency supplier profilesHow agency admins set up supplier profiles in the back office, including agency preferred status, custom fields, contacts, resources, policies, and admin-only activity and comments.
- Supplier expected commission rulesHow to set default commission rates by booking category and by supplier so Tern fills in the expected commission amount on new bookings automatically.
- Agent Billing: Managing Your Card on File and Fees - in closed betaWhat to expect as an agent when your agency uses Tern billing, including how to add a card on file, update it, and view your fees and billing history.