# Bulk Onboarding Revamp and Year-End Improvements

> Major improvements to bulk producer onboarding process and various quality-of-life enhancements.

By [Kyle Hess](/authors/kyle)

December 18, 2024

## Bulk Onboarding Revamp

We've done quite a bit of work to make the Bulk Onboarding process a lot simpler. Now when you bulk onboard producers:

* The document you upload is simpler
* You can keep track of the status of previous onboards
* You can configure payment details and auto-renew settings for each producer
* After producers have been added, you now manage their assignments on Manage Producers -- and now you can edit those assignments for multipel producers at at time.

## Other Fixes

We have just a few more quality-of-life improvments as we wrap up the year.

* Now, users can manually apply for a license anytime it appears in Upcoming Renewals (even if it's set to auto-renew)
* Territories got a fresh coat of paint, and is now much easier to update
* We've cleaned up some bugs around search and filtering throughout the app

## See InsureTrek on your own producer data

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

[Book a demo](/demo)