The InsureTrek blog

A dashboard that tells you which producers are at risk of missing their CE deadline, reminders that go out on their own, and a self-service view that tells producers exactly what their state wants.

Move a producer to another agency or off your books entirely, without losing their licensing history.

Answers about licensing, appointments, and contracting now live in the app, next to the work.

Generate and manage your own API keys to connect InsureTrek to the rest of your systems.

See what a territory or an assignment change will cost across every producer it touches, before you save it.

InsureTrek Mailbox brings carrier approvals, appointment confirmations, and licensing emails into one shared view for your whole agency team.

Reorder your CSV columns, export only what you need, and run the heavy reports as background jobs.

A rebuilt appointments view, a centralized producer appointments screen, and appointment reports you can run across the whole agency.

Microsoft SSO, a rebuilt sign-in experience, and one-time codes for the moments that need them.

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.

Territories and producer assignments now understand lines of business, so a producer can work health in one state and life in another.

Batch Apply is live in InsureTrek. Licensing admins submit new, renewal, and amend applications for many producers in one action and see NIPR errors per item.

Agency admins can now track every action taken across their agency in one place.

Bring a producer into InsureTrek while they're still pre-licensed, then watch the license land on its own.

Producers, LOA-only producers, and pre-licensed hires each get a home screen built around what they can actually do.

Keep notes on a producer's record, share them with the producer when it helps, and see the full history of what happened and when.

See the state fee for an application before you submit it, and what a set of applications will add up to.

Track your licenses and appointments for free, and pay $7 plus the state fee only when you actually submit an application.

Store agency supporting documents, collect agreements during onboarding, and complete employment history without fighting the form.

Agency admins can now look up a producer's information without adding them to the team.

Independent Agents can now manage their licenses easier than ever with InsureTrek, available on the mobile web.

We've updated our lists features to give you better insights.

Onboard a downline agency, invite their admins, and configure commission levels — with the whole hierarchy visible in one view.

InsureTrek checks whether a producer can actually get the license you're about to apply for, and tells you what's in the way.

Auto-renewal handles more cases, employment history is easier to complete, and admins no longer see full Social Security numbers.

More accurate renewal timing, FINRA numbers only where they're needed, and billing for branch agencies.

Enhanced license overview for producers, better application controls, improved navigation, and important bug fixes.

Branch agency support, interface improvements, bug fixes, and enhanced user experience updates throughout July 2025.

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

New hierarchy features and improved filtering experience for better organizational structure management.

Set up your carriers, onboard through your FMO, and start contracting producers in the same place you manage their licenses.

Amend an agency license to add lines of authority, and convert an individual producer account into a full agency.

A rebuilt sign-up flow, promotion codes, and a handful of fixes to invites and magic links.

Edit your agency details, set your firm type, and refresh the agency's own licensing data from the states.

Coupled license configurations, superset and subset assignments, and the state-specific behavior InsureTrek now handles for you.

Let InsureTrek renew a license for you when the window opens, instead of watching a date.

Choose what InsureTrek emails you about, and see what needs attention without opening your inbox.

Small changes that add up - making InsureTrek easier to use with one-click answers, simplified assignments, and mobile improvements.

Producers get their own login: their licenses, their details, and the ability to apply without going through an admin.

Rebuilt producer home page with better organization and enhanced agency license functionality.

Bug fixes for individual producers and mobile optimization for the new year.

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

Assign states to many producers at once, and filter straight to the producers who aren't set up yet.

New Follow Ups feature to track manual steps in applications, plus navigation and filtering improvements.

Combined license management into one screen with quick filters and enhanced List Builder functionality.

Added agency license renewal functionality and improved email notifications and user experience.

Introducing license amendments and cleaned up Agency Licenses screen for better management.

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

Reworked Manage Producers screen with bulk operations, side panel details, and referral program introduction.

Search, sorting, and filters across producers, licenses, renewals, and applications.

Carrier appointments are now tracked alongside licenses, and refresh from NIPR with the rest of a producer's record.

Group the states you write in, assign producers to a territory instead of a list of states, and reuse it across your team.

Record agency ownership and designated responsible licensed producers, and get told when a producer's record changes at the state.

Verified addresses, background questions that remember your answers, and a real way to offboard producers.

Reworked producer onboarding, cleaned up navigation, and significant performance improvements across the app.

Pull your agency's own licenses from NIPR, apply for new states, and renew them in the same place you manage your producers.

Subscriptions, seats, and payment methods now live in your account instead of an email to us.

InsureTrek reads license and appointment data from NIPR and keeps it current, so what you see is the state's version rather than yours.

Create your own account from the signup page with your NPN, without waiting on us to set it up for you.