Appointments, Rebuilt

Appointments have been the quieter half of InsureTrek for a while. Licenses got the attention; appointments got a table. This release rebuilds the view.

The appointments screen was redesigned around the question you actually ask it: who is appointed with which carrier, and where are the gaps. Producers and carriers read as a grid rather than a list you scroll and cross-reference.

There's also a centralized producer appointments screen, so you can work from the producer's side when that's the way the question came in — someone asks what a specific producer is appointed for, and you answer without filtering a carrier list.

Appointment reports now run as a job across your whole agency rather than a screen you export a page at a time. Ask for every producer and every carrier and the report is built for you.

Agency-level appointments are on the way, and the screen tells you so rather than leaving a blank section where they'll eventually appear.