Kyle Hess
Product
Kyle works on product at InsureTrek. His articles focus on how agencies organize licensing and contracting, and what to look for when choosing the tools to manage that work.
Published work
Guide ·
Insurance License Tracking Software: What to Look For
Evaluate insurance license tracking software with demo questions, a sourced vendor overview, and a roster example that separates licenses from deadlines.
Guide ·
How to Choose a Medicare FMO: Questions and Worksheet
Compare Medicare FMOs using written contract terms, carrier access, and support evidence. Use this worksheet to separate promises from terms before signing.
Article ·
Multi-State Insurance Licensing: Plan an Agency Expansion
Turn a new-state expansion decision into a licensing plan. Check producer and agency authority, carrier requirements, launch evidence, and the renewal handoff.
Release note ·
Independent Producers: Pay Only When You File
Track your licenses and appointments for free, and pay $7 plus the state fee only when you actually submit an application.
Release note ·
QOL for License Management
Enhanced license overview for producers, better application controls, improved navigation, and important bug fixes.
Release note ·
Branch Agency Management
Branch agency support, interface improvements, bug fixes, and enhanced user experience updates throughout July 2025.
Release note ·
Weekly Reports and Enhanced Organizational Management
Automated weekly performance reports and improved organizational hierarchy management for upline agencies.
Release note ·
Enhanced Organizational Management
New hierarchy features and improved filtering experience for better organizational structure management.
Release note ·
A Few Quick Things
Small changes that add up - making InsureTrek easier to use with one-click answers, simplified assignments, and mobile improvements.
Release note ·
New Producer Home Page and Agency License Enhancements
Rebuilt producer home page with better organization and enhanced agency license functionality.
Release note ·
New Year Quality of Life Improvements
Bug fixes for individual producers and mobile optimization for the new year.
Release note ·
Bulk Onboarding Revamp and Year-End Improvements
Major improvements to bulk producer onboarding process and various quality-of-life enhancements.
Release note ·
Follow Ups for Manual Application Steps
New Follow Ups feature to track manual steps in applications, plus navigation and filtering improvements.
Release note ·
Unified License Management and Quick Filters
Combined license management into one screen with quick filters and enhanced List Builder functionality.
Release note ·
Agency Renewals and Email Improvements
Added agency license renewal functionality and improved email notifications and user experience.
Release note ·
License Amendments and Agency License Improvements
Introducing license amendments and cleaned up Agency Licenses screen for better management.
Release note ·
List Builder and Enhanced Reporting
New List Builder feature for filtering and exporting producer data, plus improved auto-renewal timing.
Release note ·
Enhanced Producer Management and New Features
Reworked Manage Producers screen with bulk operations, side panel details, and referral program introduction.
Release note ·
Improved Producer Management and Performance Enhancements
Reworked producer onboarding, cleaned up navigation, and significant performance improvements across the app.
Release note ·
Agency Licenses
Pull your agency's own licenses from NIPR, apply for new states, and renew them in the same place you manage your producers.
Release note ·
Billing You Can Manage Yourself
Subscriptions, seats, and payment methods now live in your account instead of an email to us.
Release note ·
Self Service Onboarding
Create your own account from the signup page with your NPN, without waiting on us to set it up for you.