# Managing Your Agency's Own Record

> Edit your agency details, set your firm type, and refresh the agency's own licensing data from the states.

By [Sai Giridhar Komerapudi](/authors/giridhar)

March 20, 2025

InsureTrek has always been careful about producer records. The agency's own record got less attention. This release fixes that.

## Edit your agency

Agency details — addresses, contact information, the identifying data states ask for — can now be edited directly. Previously a change meant asking us. Your firm type is part of that, and it matters more than it sounds: several states treat a corporation differently from a partnership, and the applications InsureTrek builds now reflect what you actually are.

## Refresh agency licensing data

Agency licenses refresh from the states the same way producer licenses do. If your agency's own license status changed, you'll see it without opening a state portal.

## Other improvements

* Removing an LOA from an application no longer removes the application itself
* Invites sent at the same time no longer interfere with each other
* Texas DRLP handling was corrected where the state's rules diverge from the general case
* Coupled configuration issues affecting assignment were resolved

## See InsureTrek on your own producer data

30 minutes with our team. We'll quote pricing for your organization.

[Book a demo](/demo)