Appointments

A license lets a producer sell. An appointment lets them sell a particular carrier's product. InsureTrek now tracks both.

Appointments appear on the producer's record next to their licenses, and on agency licenses where they apply. They refresh from NIPR along with everything else, so what you see reflects the carrier's actual position rather than what someone recorded by hand.

This closes a gap that used to send people back to spreadsheets: a producer could be fully licensed in a state and still unable to sell, because the appointment wasn't there. Now that shows up in the same place as the license.

Appointment data comes through with the state and carrier attached, and you can refresh a producer's appointments on demand when something changed and you'd rather not wait.