Bulk Assignment and Finding Who's Unassigned

Onboarding a cohort is one action. Assigning them states was still one producer at a time. Not anymore.

Bulk assignment lets you select a group of producers and give them the same states and LOAs in a single pass. Combined with territories, a new cohort in a known role is set up in about as long as it takes to pick the territory.

The spreadsheet upload was rebuilt alongside it. Uploading a producer list is more forgiving about format, tells you which rows it couldn't read and why, and shows you a preview of what it's about to create before it creates anything.

There's also a filter for producers with no assignments. This is the list that matters after a bulk onboard — the people who are in InsureTrek but not yet set up to sell anywhere. It sorts and filters like every other list, so you can work it down rather than hunting for who got missed.