Agency License Amendments and Converting to an Agency

Two things agencies kept asking for.

Amend an agency license

Agency licenses can now be amended to add lines of authority, the same way producer licenses can. You pick the LOAs to add, see the fee before submitting, and the amendment goes to the state through InsureTrek rather than through a separate filing. Amendment fees are calculated per state rather than estimated.

Convert an individual producer into an agency

A producer who started alone and is now hiring no longer has to start over. Converting an individual producer account into an agency keeps the licenses, history, and billing relationship intact, and hands them the agency tools — team management, assignments, territories — on the same account.

The conversion happens in place. You sign in the next time to an agency rather than migrating to a new account and abandoning the old one.

Other improvements

• Agency auto-renewal covers agency licenses, not just producer licenses
• Agency license applications show their fee before submission