Documents Section Now Live for Agency Admins and Producers
InsureTrek's new Documents section gives agency admins and producers one place to store licensing files, with state, category, and date attached to each file.
InsureTrek now includes a Documents section for agency admins and producers. It gives every licensing file a home inside the platform that already tracks licenses, appointments, and renewals.
Agency admins will find Documents under the Agency menu. Producers get their own section inside their accounts. The two are separate. Admins manage agency-level files like E&O certificates and state-specific forms. Producers upload their own files, such as affidavits or license copies, without going through an admin.
Each file carries its name, category, state, upload date, and uploader name. That context stays attached as the file moves through renewals and new-state applications. When a state portal asks for a current Georgia Affidavit during a non-resident application, you filter by state instead of searching a shared drive. When a document expires, you upload the newer version in place of the old one. There is one current copy per document, so nobody wonders which version is live.
Files can be previewed directly in InsureTrek without downloading first. Downloads work when you need to submit something to NIPR or a state DOI. Supported types are PDF, JPEG, PNG, DOCX, and XLSX, up to 10MB per file.
Documents also connects to existing workflows. If a producer uploads a file while answering background questions on an application, that file appears in both the application screen and the Documents section automatically. Nothing gets uploaded twice.
For current customers, there is no migration step. Anything previously uploaded through Support Documents shows up in the new section right away. Log in after this update and your files are already there.
If your agency stores licensing paperwork in Drive folders or email threads today, move the files tied to active licenses into Documents. Start with anything connected to upcoming CE deadlines or renewal dates. Those are the documents states ask for under time pressure.
To see how Documents fits with Licensing, Appointments, and Alerts, book a demo with our team.