Licensing and contracting, without the paperwork.
InsureTrek tracks every license and appointment across your organization and gets ahead of renewals before a license lapses. Built for agencies, uplines, and carriers.
| State | Producer | Lines of Business | Expires | Auto Renew |
|---|---|---|---|---|
| Kansas | Priya Raman | Life | In 11 days | |
| New York | Elena Ruiz | HealthLife | In 11 days | |
| Alabama | Dana Whitfield | HealthP&C | In a month | |
| Florida | Marcus Obi | HealthLife | In 16 months | |
| Arkansas | Sam Okafor | HealthLife | In 18 months | |
| Kentucky | Tom Lindqvist | HealthLife | In 20 months | |
| Indiana | Tom Lindqvist | Health | In 2 years | |
| West Virginia | Tom Lindqvist | Health | In 2 years |
Trusted by agencies and uplines
“What used to consume large portions of my day is now handled in minutes. The platform is intuitive, the support team is consistently responsive and knowledgeable, and they don't just answer questions—they proactively check in to make sure everything is running smoothly.”
“They are an extension of my team navigating the complex world of insurance licensing and a true resource working with NIPR and DOIs across the country.”
“New York is normally just so difficult for us. Thanks for all your help. We really appreciate it.”
“The Background Question AI Assistant is a lifesaver.”
“The simple layout of everything is very cool. This allows us to remove like three spreadsheets.”
“It saves me a ton of time!!”
What your team stops doing by hand
Track every license and appointment
InsureTrek monitors expiration dates across every state, syncs directly with NIPR, and sends alerts before a renewal or appointment issue becomes a problem.
- Licenses tracked by state, resident and non-resident, in one view
- Appointments monitored alongside license status, not separately
- Renewals handled automatically, with early warnings before deadlines
| State | Producer | Lines of Business | Expires | Auto Renew |
|---|---|---|---|---|
| Kansas | Priya Raman | Life | In 11 days | |
| New York | Elena Ruiz | HealthLife | In 11 days | |
| Alabama | Dana Whitfield | HealthP&C | In a month |
See your whole hierarchy
InsureTrek maps uplines and downlines from carriers and FMOs down to individual producers, and shows ready-to-sell status at every level.
- Full hierarchy view, navigable at any level of the downline
- Ready-to-sell status visible for every producer in the network
- Multi-agency producers tracked without duplicate records
Contracting on the same producer record
Instead of managing contracting in a separate system, agencies and uplines can initiate and track carrier contracts from the same record as licenses and appointments.
- Producer information entered once, whatever carrier you're contracting with
- Licensing, appointment, and contracting status on one record
- Built for agencies and uplines contracting across multiple carriers
For agencies, uplines, and carriers
Agencies
Manage your whole team's licenses, appointments, and renewals from one dashboard, with a self-service portal for producers.
See InsureTrek for agencies →Uplines
For FMOs, IMOs, and NMOs: compliance and hierarchy across the entire downline, with ready-to-sell status visible at every level.
See InsureTrek for uplines →Carriers & MGAs
A system of record for producer compliance and hierarchy across every agency and producer in your network, connected directly to NIPR.
See InsureTrek for carriers & MGAs →The InsureTrek Test Drive
Prove InsureTrek works on your book before you commit.
90 days of InsureTrek in production, on your own producers, licenses, and appointments, running alongside your current system.
Runs on your real book
Your producers, licenses, and appointments, in production from day one.
Success metrics set up front
You set what "working" means before the program starts.
Decide at day 90
Continue on the results, or walk away with no penalty.