Getting Started
How to manage producer and agency licenses in InsureTrek, and how to connect to the InsureTrek API.
What is InsureTrek?
InsureTrek tracks your producer and agency licenses and keeps them current. You can apply for new licenses and renew existing ones from the app, or turn on auto-renewal so renewals happen on their own.
Whether you have questions about using the platform or need support with a specific license application, reach out to us.
Producers
Onboard new producers individually or in bulk, and remove existing ones.
Update personal info, contact details, background questions, and more.
View, apply, renew, and manage producer licenses.
Agency
View, apply, renew, and manage agency licenses.
Create territories and filter producers by line of authority.
State Guides
Some state license applications require steps outside of InsureTrek. The state licensing guides cover those steps for all 50 states and DC.
Requirements, fees, and the steps that happen outside InsureTrek, state by state.
API Reference
Programmatic access to producer onboarding, licensing, and account management.