A Home Screen for Every Kind of Producer
Producers, LOA-only producers, and pre-licensed hires each get a home screen built around what they can actually do.
"Producer" turned out to be several different people. Someone fully licensed and selling has a different day than someone waiting on their first license, or someone who only holds a line of authority through an upline. They were all getting the same screen.
Now each gets their own. A producer signing in sees the state of their licenses and what needs them next. A producer working under an upline's authority sees the version that matches how they actually sell, without the parts that don't apply. A pre-licensed hire sees the steps between them and their first license, rather than an empty version of a screen designed for someone who has one.
Admins get the matching view. Pre-licensed producers show up on the admin home screen alongside everyone else, so someone in progress isn't invisible until their license lands.
Producers can also be onboarded without a resident license on file yet, which is the situation most new hires are actually in.
Other improvements
- NPNs can be added to a producer who was created without one
- Phone numbers format consistently across onboarding and profiles
- Status wording is consistent between the e-signature steps and the rest of contracting
See InsureTrek on your own producer data
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