InsureTrek for FMOs & Uplines - Scale Your OrganizationInsureTrek for FMOs & Uplines - Scale Your Organization

Licensing Tools You'll Want to Use

Scale your organization without scaling your overhead. InsureTrek provides enterprise-grade tools to manage licensing across your entire downline, giving you visibility and control at every level.

What's Blocking Your Downlines

Always Changing

Tracking licensing and compliance across hundreds or thousands of agents and agencies is overwhelming and resource-intensive.

Lack of Visibility

Without centralized tools, you can't see who's compliant, who needs help, or where compliance gaps exist across your organization.

Scaling Challenges

As your downline grows, manual licensing management becomes impossible. You need tools that scale with your business.

Built for Enterprise Scale

Every feature is designed to handle the complexity of managing large downlines while keeping your operations lean and efficient.

Hierarchical Downline Management

Manage your entire organization structure from FMOs down to individual agents. View compliance status, track licenses, and monitor activity across all levels of your downline.

Hierarchical Downline Management

Bulk Operations & Automation

Process license applications, renewals, and updates for multiple agents at once. Automate repetitive tasks and save countless hours of administrative work.

Bulk Operations & Automation

Advanced Reporting & Analytics

Get instant insights into your organization's compliance status. Track metrics, identify trends, and make data-driven decisions about licensing and appointments.

Advanced Reporting & Analytics

White-Label Agent Portal

Provide your downline with a branded self-service portal where they can manage their own licenses while you maintain full oversight and control.

White-Label Agent Portal

Enterprise Pricing

Custom solutions for organizations of any size. Let's discuss pricing that works for your downline.

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