# The InsureTrek blog > Licensing, compliance, and producer operations guidance from InsureTrek, plus every release note. All 65Articles 6Release notes 59 ## 2026 * Sep 10 Article[Medicare License Tracking After Onboarding](/blog/Medicare-License-Tracking-Automation) Assign ongoing Medicare readiness reviews after onboarding. Separate license changes, carrier evidence, and plan-year requirements so exceptions reach an owner. * Sep 10 Article[Multi-State Insurance Licensing: Plan an Agency Expansion](/blog/multi-state-insurance-licensing) Turn a new-state expansion decision into a licensing plan. Check producer and agency authority, carrier requirements, launch evidence, and the renewal handoff. * Sep 10 Article[Producer Onboarding: Fix the Handoff to Activation](/blog/Producer-Onboarding-Challenges) Resolve producer onboarding handoffs with completion evidence, accepted next actions, and a defined activation decision across licensing and carrier teams. * Sep 10 Article[When a Medicare License Application Stalls](/blog/Medicare-License-Delay) Find the next action on a stalled insurance license application. Check the receipt, state requests, and review status, then confirm Medicare carrier readiness. * Sep 10 Article[Who Owns License Renewals at Your Agency](/blog/Insurance-license-renewals) Give renewal exceptions a clear owner and backup. Define what finishes the work, what needs escalation, and how another coordinator can take over an open file. * Sep 10 Article[Medicare Agent Onboarding: Review a Cohort Before AEP](/blog/medicare-agent-onboarding-challenges) Work through a Medicare onboarding cohort before AEP. Separate starting points, investigate incomplete files, and leave the review with assigned next actions. * Aug 13 Release note[Continuing Education Tracking and Reminders](/blog/ce-tracking) A dashboard that tells you which producers are at risk of missing their CE deadline, reminders that go out on their own, and a self-service view that tells producers exactly what their state wants. * Aug 10 Release note[Transfers and Offboarding](/blog/producer-transfers-and-offboarding) Move a producer to another agency or off your books entirely, without losing their licensing history. * Jul 31 Release note[A Knowledge Base Inside InsureTrek](/blog/knowledge-base) Answers about licensing, appointments, and contracting now live in the app, next to the work. * Jul 18 Release note[API Credentials for Your Agency](/blog/agency-api-credentials) Generate and manage your own API keys to connect InsureTrek to the rest of your systems. * Jul 15 Release note[Cost Estimates When You Build a Territory](/blog/territory-cost-estimates) See what a territory or an assignment change will cost across every producer it touches, before you save it. * Jul 1 Release note[InsureTrek Mailbox Is Here](/blog/introducing-insuretrek-mailbox) InsureTrek Mailbox brings carrier approvals, appointment confirmations, and licensing emails into one shared view for your whole agency team. * Jun 26 Release note[Better Reports and Exports](/blog/reports-and-exports) Reorder your CSV columns, export only what you need, and run the heavy reports as background jobs. * Jun 23 Release note[Appointments, Rebuilt](/blog/appointments-revamp) A rebuilt appointments view, a centralized producer appointments screen, and appointment reports you can run across the whole agency. * Jun 11 Release note[A New Way to Sign In](/blog/sign-in-revamp) Microsoft SSO, a rebuilt sign-in experience, and one-time codes for the moments that need them. * Jun 9 Release note[Documents Section Now Live for Agency Admins and Producers](/blog/insurance-document-storage) InsureTrek's new Documents section gives agency admins and producers one place to store licensing files, with state, category, and date attached to each file. * May 19 Release note[Assign Territories by Line of Business](/blog/lob-based-assignments) Territories and producer assignments now understand lines of business, so a producer can work health in one state and life in another. * Apr 22 Release note[Batch Apply Is Live for Licensing Admins](/blog/batch-apply-producer-license-applications) Batch Apply is live in InsureTrek. Licensing admins submit new, renewal, and amend applications for many producers in one action and see NIPR errors per item. * Apr 18 Release note[Activity Timeline](/blog/activity-timeline) Agency admins can now track every action taken across their agency in one place. * Mar 3 Release note[Onboard Producers Before They're Licensed](/blog/pre-licensed-producer-onboarding) Bring a producer into InsureTrek while they're still pre-licensed, then watch the license land on its own. * Feb 26 Release note[A Home Screen for Every Kind of Producer](/blog/producer-home-screens) Producers, LOA-only producers, and pre-licensed hires each get a home screen built around what they can actually do. * Jan 13 Release note[Notes and Activity on Every Producer](/blog/producer-notes-and-activity) Keep notes on a producer's record, share them with the producer when it helps, and see the full history of what happened and when. * Jan 8 Release note[What a License Will Cost, Before You Apply](/blog/cost-before-you-apply) See the state fee for an application before you submit it, and what a set of applications will add up to. ## 2025 * Dec 22 Release note[Independent Producers: Pay Only When You File](/blog/pay-per-application) Track your licenses and appointments for free, and pay $7 plus the state fee only when you actually submit an application. * Dec 19 Release note[Agency Documents, Agreements, and Employment History](/blog/documents-and-history) Store agency supporting documents, collect agreements during onboarding, and complete employment history without fighting the form. * Nov 12 Release note[Lookup a Producer](/blog/one-time-lookup) Agency admins can now look up a producer's information without adding them to the team. * Nov 11 Release note[Introducing: InsureTrek Mobile](/blog/mobile) Independent Agents can now manage their licenses easier than ever with InsureTrek, available on the mobile web. * Oct 24 Release note[Lists Are Now Reports](/blog/list-reports) We've updated our lists features to give you better insights. * Sep 26 Release note[Uplines, Downlines, and Commission Configuration](/blog/uplines-and-downlines) Onboard a downline agency, invite their admins, and configure commission levels — with the whole hierarchy visible in one view. * Sep 18 Release note[Eligibility: Knowing Before You Apply](/blog/license-eligibility) InsureTrek checks whether a producer can actually get the license you're about to apply for, and tells you what's in the way. * Aug 29 Release note[Auto-Renewal, Employment History, and Safer SSNs](/blog/renewals-and-history) Auto-renewal handles more cases, employment history is easier to complete, and admins no longer see full Social Security numbers. * Aug 14 Release note[Renewal Windows, FINRA Questions, and Branch Agency Billing](/blog/renewal-windows-and-finra) More accurate renewal timing, FINRA numbers only where they're needed, and billing for branch agencies. * Jul 23 Release note[QOL for License Management](/blog/license-qol) Enhanced license overview for producers, better application controls, improved navigation, and important bug fixes. * Jul 10 Release note[Branch Agency Management](/blog/branch-agencies) Branch agency support, interface improvements, bug fixes, and enhanced user experience updates throughout July 2025. * Jun 1 Release note[Weekly Reports and Enhanced Organizational Management](/blog/weekly-reports) Automated weekly performance reports and improved organizational hierarchy management for upline agencies. * May 1 Release note[Enhanced Organizational Management](/blog/org-organization) New hierarchy features and improved filtering experience for better organizational structure management. * Apr 25 Release note[Carrier Contracting Comes to InsureTrek](/blog/agency-contracting) Set up your carriers, onboard through your FMO, and start contracting producers in the same place you manage their licenses. * Apr 17 Release note[Agency License Amendments and Converting to an Agency](/blog/agency-license-amendments) Amend an agency license to add lines of authority, and convert an individual producer account into a full agency. * Mar 28 Release note[A Faster Way to Sign Up](/blog/new-signup) A rebuilt sign-up flow, promotion codes, and a handful of fixes to invites and magic links. * Mar 20 Release note[Managing Your Agency's Own Record](/blog/agency-profile) Edit your agency details, set your firm type, and refresh the agency's own licensing data from the states. * Feb 27 Release note[States That Don't Follow the Rules](/blog/state-assignment-rules) Coupled license configurations, superset and subset assignments, and the state-specific behavior InsureTrek now handles for you. * Feb 25 Release note[Auto-Renewal](/blog/auto-renewal) Let InsureTrek renew a license for you when the window opens, instead of watching a date. * Feb 19 Release note[Alerts and Email Preferences](/blog/producer-alerts) Choose what InsureTrek emails you about, and see what needs attention without opening your inbox. * Feb 7 Release note[A Few Quick Things](/blog/feb-quick-things) Small changes that add up - making InsureTrek easier to use with one-click answers, simplified assignments, and mobile improvements. * Jan 22 Release note[The Producer Portal](/blog/producer-portal) Producers get their own login: their licenses, their details, and the ability to apply without going through an admin. * Jan 15 Release note[New Producer Home Page and Agency License Enhancements](/blog/producer-home) Rebuilt producer home page with better organization and enhanced agency license functionality. * Jan 6 Release note[New Year Quality of Life Improvements](/blog/new-year) Bug fixes for individual producers and mobile optimization for the new year. ## 2024 * Dec 18 Release note[Bulk Onboarding Revamp and Year-End Improvements](/blog/bulk-onboarding-revamp) Major improvements to bulk producer onboarding process and various quality-of-life enhancements. * Dec 12 Release note[Bulk Assignment and Finding Who's Unassigned](/blog/bulk-assignment) Assign states to many producers at once, and filter straight to the producers who aren't set up yet. * Nov 28 Release note[Follow Ups for Manual Application Steps](/blog/follow-ups) New Follow Ups feature to track manual steps in applications, plus navigation and filtering improvements. * Nov 20 Release note[Unified License Management and Quick Filters](/blog/quick-filters) Combined license management into one screen with quick filters and enhanced List Builder functionality. * Nov 4 Release note[Agency Renewals and Email Improvements](/blog/agency-renewals-and-emails) Added agency license renewal functionality and improved email notifications and user experience. * Oct 30 Release note[License Amendments and Agency License Improvements](/blog/license-amendments) Introducing license amendments and cleaned up Agency Licenses screen for better management. * Oct 9 Release note[List Builder and Enhanced Reporting](/blog/list-builder) New List Builder feature for filtering and exporting producer data, plus improved auto-renewal timing. * Sep 30 Release note[Enhanced Producer Management and New Features](/blog/new-producer-management) Reworked Manage Producers screen with bulk operations, side panel details, and referral program introduction. * Sep 27 Release note[Search and Sort Everywhere](/blog/search-and-sort) Search, sorting, and filters across producers, licenses, renewals, and applications. * Sep 24 Release note[Appointments](/blog/appointments-arrive) Carrier appointments are now tracked alongside licenses, and refresh from NIPR with the rest of a producer's record. * Sep 12 Release note[Territories](/blog/territories) Group the states you write in, assign producers to a territory instead of a list of states, and reuse it across your team. * Aug 29 Release note[Agency Ownership, Responsible Producers, and Change Alerts](/blog/ownership-and-drlps) Record agency ownership and the responsible producer for each state in InsureTrek, and get told when a producer's record changes at the state. * Aug 22 Release note[Cleaner Onboarding: Addresses, Background Questions, and Offboarding](/blog/onboarding-details) Verified addresses, background questions that remember your answers, and a real way to offboard producers. * Aug 20 Release note[Improved Producer Management and Performance Enhancements](/blog/2408-01) Reworked producer onboarding, cleaned up navigation, and significant performance improvements across the app. * Jul 29 Release note[Agency Licenses](/blog/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. * Jul 16 Release note[Billing You Can Manage Yourself](/blog/billing-and-subscriptions) Subscriptions, seats, and payment methods now live in your account instead of an email to us. * Jun 27 Release note[Your Licenses, Kept Current](/blog/license-sync) InsureTrek reads license and appointment data from NIPR and keeps it current, so what you see is the state's version rather than yours. * Jun 25 Release note[Self Service Onboarding](/blog/self-serve-onboarding) Create your own account from the signup page with your NPN, without waiting on us to set it up for you.