InsureTrek for Agencies - Streamline Team LicensingInsureTrek for Agencies - Streamline Team Licensing

The Ultimate Licensing Tool for Agencies

Simplify licensing management for your entire team. InsureTrek automates applications, renewals, and compliance tracking, so you can focus on growing your business instead of paperwork.

Solving Your Biggest Headaches

Managing the Team

Tracking renewals, applications, and status changes across all of your producers is time-consuming and overwhelming.

Backoffice Chaos

Your ops team spends countless hours using complicated tools instead of helping grow and build your agency.

Compliance Risk

Manual processes mean things can slip through the cracks, risking your ability to earn commissions.

Built for Agency Efficiency

Every feature is designed to reduce your administrative workload and give you better visibility into your team's licensing compliance.

Centralized Team Management

Manage all your agent licenses in one place. View status, apply for licenses, and track renewals in one spot.

Centralized Team Management

Build Smart Territories

Assign agents to territories so they keep the right licenses current. No more wasted licenses for places you aren't doing business.

Build Smart Territories

Producer Self-Service Portal

Empower your producers to manage their own employment history and background questions while you maintain oversight. Reduce administrative requests and give your team autonomy.

Producer Self-Service Portal

Automated Renewals & Applications

Stop worrying about missed deadlines. InsureTrek automatically tracks expiration dates and can auto-renew, saving hours of administrative work.

Automated Renewals & Applications

Simple, Transparent Pricing

Choose the plan that works for you. No hidden fees, no surprises.

For Agents

View Your Licenses
Free
Get Alerted on Expiring Licenses
Free
State License Application
$6 / app

For Agencies

View Your Team's Licenses
Free
Automatic License Renewals
Free
State License Application
Free
Tracked NPN
$20 / mo

For Uplines

View Your Downline Licenses
Free
Downline License Applications
Custom
Manage Your Hierarchy
Custom
Tracked NPN
Custom