Licensing, hierarchy, and contracting on one producer record
InsureTrek replaces spreadsheets, state portals, and disconnected tools with a single system of record for producer licensing, appointments, and hierarchy. Data syncs directly with NIPR, so license and appointment status stays current without manual checking. InsureTrek is also extending into carrier contracting, now in beta, so agencies and uplines can manage the full path from license to ready-to-sell in one place.
Licensing
Track producer and agency licenses across every state in one system of record. Status updates come directly from NIPR, so records stay accurate without manual portal checks.
See licensing →Appointments
Monitor carrier appointments alongside license status, not in a separate system. See appointment status and eligibility to sell in the same view as licensing.
See appointments →Hierarchy
Map your full hierarchy, from carriers and FMOs down to individual producers. See uplines, downlines, and ready-to-sell status at every level.
See hierarchy →Contracting Beta
Initiate and track carrier contracting from the same record as licensing and appointments. In beta for agencies and uplines managing contracting across multiple carriers.
See contracting →Alerts
Get notified when an application status changes, a renewal is at risk, or a data discrepancy shows up between your records and NIPR. Alerts surface in one dashboard, filterable by state, producer, or urgency.
See alerts →Data sync
Licensing and appointment data syncs with NIPR and state systems automatically, eliminating manual portal logins and spreadsheet updates.
See the API →How it works
- 1
Connect your data.
InsureTrek pulls existing licensing and appointment data from NIPR using your organization's NPNs.
- 2
See your network.
Licensing, appointment, and hierarchy status appear in one dashboard, organized by producer, agency, and state.
- 3
Stay ahead of renewals and gaps.
Alerts flag renewal deadlines, application issues, and compliance gaps before they affect a producer's ability to sell.
Frequently asked questions
How is InsureTrek different from a licensing tool alone?
Most licensing tools stop at license and appointment tracking. InsureTrek also maps your hierarchy, upline to downline, and is extending into carrier contracting, so the same record covers a producer's full path to ready-to-sell.
Does InsureTrek pull data from NIPR automatically?
Yes. InsureTrek syncs directly with NIPR using your organization's NPNs, so license and appointment records stay current without manual checking.
Can InsureTrek handle a large, multi-layer hierarchy?
Yes. InsureTrek maps hierarchy from carriers and FMOs down to individual producers, including producers affiliated with more than one agency.