Tern, the travel advisor technology platform launched in 2022, is entering a new phase of growth with the rollout of direct booking capabilities and upcoming travel insurance integrations.
For advisors who rely on Tern for itinerary building, CRM management, and commission tracking, the latest updates aim to create a more streamlined, all-in-one workflow. Instead of shifting between systems, advisors can now access bookable content directly through the platform, starting with tours, attractions, and activities sourced from Project Expedition.
This expansion reflects a long-standing request from advisors, who have pushed for faster, more efficient ways to manage client trips. According to Tern CEO David Shull, the company designed this upgrade to eliminate friction in the planning process. Advisors can now search Project Expedition’s full catalog, add tours to itineraries, generate accurate quotes, and complete bookings within the same space they already use for managing clients.
The integration preserves a fundamental part of Tern’s identity: the platform facilitates the transaction but does not operate as a host agency. Advisors retain full commission rights, along with their existing relationships with clients and suppliers.
With more than $1 billion in bookings already processed through Tern’s tools, the addition of bookable content marks a significant step in expanding the platform’s functionality. Shull emphasized that the collaboration with Project Expedition was a natural fit, as both companies share a focus on making tour content more accessible and simplifying the advisor workflow. By centralizing itinerary creation and booking tasks, Tern aims to give advisors more time to focus on personalized service rather than administrative tasks.
Another major enhancement is coming soon: integrated travel insurance. Within the next six months, advisors will be able to compare quotes and facilitate client purchases from four leading insurance providers – Arch RoamRight, Faye, Trawick International, and Travel Insured International.
The goal is to embed travel protection seamlessly into the trip-building process, making it easier for advisors to offer comprehensive trip coverage without leaving the platform. Insurance partners have welcomed the collaboration, noting that streamlined access to protection plans helps advisors work more confidently and efficiently.
By keeping advisors at the center of the booking process and expanding the tools available to them, Tern continues to position itself as a modern, advisor-first solution. These upgrades reflect a clear shift in the travel industry toward platforms that unify trip management, booking, and client communication.
As Tern adds more capabilities, the platform is evolving into a comprehensive hub designed to support advisors at every stage of the travel planning journey, while preserving the independence and client relationships that define the profession.
