# Weekly Reports and Enhanced Organizational Management

> Automated weekly performance reports and improved organizational hierarchy management for upline agencies.

By [Kyle Hess](/authors/kyle)

June 1, 2025

This month's updates focus on keeping you better informed about your business performance and expanding organizational management capabilities for upline agencies.

### Weekly Performance Reports

Automated weekly summary reports now arrive every Monday morning, covering your licensing activity for the week and what it cost.

* **For Agencies**: Agency administrators now receive detailed summaries covering both agency licenses and all onboarded producer licenses, along with complete cost breakdowns for better financial visibility.
* **For Individual Producers**: Get personalized weekly insights into your licensing portfolio and expenses, delivered directly to your inbox to help you stay organized and plan ahead.

### Enhanced Organizational Management

Upline agencies can now seamlessly onboard and manage downline agencies through our improved organizational hierarchy system. This streamlined process simplifies multi-tier agency relationships and provides better oversight capabilities for complex organizational structures.

## See InsureTrek on your own producer data

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

[Book a demo](/demo)