# List Builder and Enhanced Reporting

> New List Builder feature for filtering and exporting producer data, plus improved auto-renewal timing.

By [Kyle Hess](/authors/kyle)

October 9, 2024

## List Builder

Now in InsureTrek, it's a lot easier to get information about your producers out of the system. We've introduced an entirely new "List Builder".

Appointments by carrier

|               | Allstate | Humana  | Cigna  |
| ------------- | -------- | ------- | ------ |
| Tom Lindqvist | Active   | Active  | —      |
| Marcus Obi    | Active   | Pending | Active |
| Priya Raman   | Pending  | —       | —      |

With it, you can:

* See a whole new Overview Screen for your team and all of your downlines
* Filter a list by a bunch of properties, including:
* * Agency or Producer
  * Whether someone is licensed in a state
  * Whether someone has an appointment in a state
* Save lists for export
* Download a saved list in one click

## Other Fixes

* Auto-renewing applications will not start to kick off 45 days before expiration date, giving you plenty of time to have them settle in case any issues pop up.
* Now when you click on an engine light in the producer portal, you'll be taken to the place to correct that (like Background Questions, if they are missing)
* Cleaned up some of the flow around applying for a new Agency license

## See InsureTrek on your own producer data

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

[Book a demo](/demo)