Tern will enable the networks' advisors to spend less time on administrative tasks. (Source: Prostock-studio / Adobe Stock)
Thanks to a new partnership with Tern, 25,000 TRAVELSAVERS and NEST advisors can now use the CRM’s itinerary-building and AI automation tools at a preferred rate.
“We’re adding Tern to our suite of technology offerings so we can make this powerful platform available to our network at preferred rates,” said Nicole Mazza, chief marketing officer of TRAVELSAVERS and NEST. “This will free up our advisors to spend more time on better client experiences, not on the paperwork around a booking.”
Streamlining Operations for Advisors
Tern gives agency owners a single platform to run their business, while its built-in AI can generate automated emails, create tasks, and more, letting agents spend less time on administrative duties.
Boosting Efficiencies and Savings
In addition to providing the networks’ members with real-time sales insights, operational efficiencies and the opportunity to earn higher commissions, Tern will also help agencies reduce costs through preferred pricing, TRAVELSAVERS and NEST said.
Vetted Solutions Built for Growth
“Advisors should not have to navigate critical technology decisions alone,” said Tern COO and Co-Founder Katie Williams. “TRAVELSAVERS and NEST apply the same trusted vetting to technology that they bring to other supplier relationships, then make that technology available with preferred pricing.
“Advisors get more than another software option,” she added. “They get a platform their network has evaluated and stands behind.”
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