# Licensing and contracting, without the paperwork. > InsureTrek tracks producer licenses, appointments, hierarchy, and carrier contracting for agencies, uplines, and carriers, with data synced from NIPR. InsureTrek tracks every license and appointment across your organization and gets ahead of renewals before a license lapses. Built for agencies, uplines, and carriers. [Book a demo](/demo)[See pricing](/pricing) InsureTrek Agency Admin Producers›State Licenses AllActive(84)Needs Attention(6)Upcoming Renewals(3) Search by state, producer, or license no Filters | State | Producer | Lines of Business | Expires | Auto Renew | | ------------- | -------------- | ----------------- | ------------ | ---------- | | Kansas | Priya Raman | Life | In 11 days | | | New York | Elena Ruiz | HealthLife | In 11 days | | | Alabama | Dana Whitfield | HealthP&C | In a month | | | Florida | Marcus Obi | HealthLife | In 16 months | | | Arkansas | Sam Okafor | HealthLife | In 18 months | | | Kentucky | Tom Lindqvist | HealthLife | In 20 months | | | Indiana | Tom Lindqvist | Health | In 2 years | | | West Virginia | Tom Lindqvist | Health | In 2 years | | 1-8 of 84 items Coverage by state No Producers1 to 23 to 45 to 6 Trusted by agencies and uplines * ![Elite Insurance Partners](/customers/customer-eip.webp) * ![Healthcare Solutions Group](/customers/customer-healthcare-solutions-group.webp) * ![Heppner Group](/customers/customer-heppner-group.webp) * ![Improve Insurance](/customers/customer-improve-insurance.svg) * ![Gyde](/customers/customer-gyde.svg) * ![Signature Medicare Solutions](/customers/customer-signature-medicare-solutions.webp) * ![Temmen Insurance](/customers/customer-temmen-insurance.png) * > “What used to consume large portions of my day is now handled in minutes. The platform is intuitive, the support team is consistently responsive and knowledgeable, and they don't just answer questions—they proactively check in to make sure everything is running smoothly.” * > “They are an extension of my team navigating the complex world of insurance licensing and a true resource working with NIPR and DOIs across the country.” * > “New York is normally just so difficult for us. Thanks for all your help. We really appreciate it.” * > “The Background Question AI Assistant is a lifesaver.” * > “The simple layout of everything is very cool. This allows us to remove like three spreadsheets.” * > “It saves me a ton of time!!” ## What your team stops doing by hand Compliance ### Track every license and appointment InsureTrek monitors expiration dates across every state, syncs directly with NIPR, and sends alerts before a renewal or appointment issue becomes a problem. * Licenses tracked by state, resident and non-resident, in one view * Appointments monitored alongside license status, not separately * Renewals handled automatically, with early warnings before deadlines [See licensing →](/product/licensing) InsureTrek Agency Admin Producers›State Licenses AllActive(84)Needs Attention(6)Upcoming Renewals(3) Search by state, producer, or license no Filters | State | Producer | Lines of Business | Expires | Auto Renew | | -------- | -------------- | ----------------- | ---------- | ---------- | | Kansas | Priya Raman | Life | In 11 days | | | New York | Elena Ruiz | HealthLife | In 11 days | | | Alabama | Dana Whitfield | HealthP&C | In a month | | 1-3 of 3 items Coverage by state No Producers1 to 23 to 45 to 6 Hierarchy ### See your whole hierarchy InsureTrek maps uplines and downlines from carriers and FMOs down to individual producers, and shows ready-to-sell status at every level. * Full hierarchy view, navigable at any level of the downline * Ready-to-sell status visible for every producer in the network * Multi-agency producers tracked without duplicate records [See hierarchy →](/product/hierarchy) InsureTrek Agency Admin Hierarchy›Organization InvitationsAdd Downline Onboarding PipelineAgency Hierarchy MAACALifeP&C InsureTrek Agency Not Set Ridgeline Insurance Partners 1 Producer Not Set Cascade Insurance Group 3 Producers Summit Benefits Group 14 Producers Northstar Senior Advisors 9 Producers Harbor Health Partners 20 Producers ContractingBeta ### Contracting on the same producer record Instead of managing contracting in a separate system, agencies and uplines can initiate and track carrier contracts from the same record as licenses and appointments. * Producer information entered once, whatever carrier you're contracting with * Licensing, appointment, and contracting status on one record * Built for agencies and uplines contracting across multiple carriers [See contracting →](/product/contracting) InsureTrek Agency Admin Producers›Contracting My Producers (8)Downline Reviews (2) Search by producer name or carrier TableKanban Filter byNew Applications Pending Producer Action2 Dana Whitfield7d0/4 InsureTrek Agency BBankers Fidelity · New Producer Via Portal Sam Okafor13d0/5 InsureTrek Agency MMutual of Omaha · Transfer With Release Via Portal Sent to Upline1 Elena Ruiz12h InsureTrek Agency HHumana · New Producer Via Portal Submitted to Carrier3 Elena Ruiz6d InsureTrek Agency HHeartland National · New Producer Via PortalNext Steps Tom Lindqvist6d InsureTrek Agency HHeartland National · New Producer Via PortalNext Steps Priya Raman12d InsureTrek Agency TTransamerica · New Producer Via Portal Contract Approved1 Marcus Obi2d InsureTrek Agency AAetna · New Producer Via Portal ## For agencies, uplines, and carriers [AgenciesManage your whole team's licenses, appointments, and renewals from one dashboard, with a self-service portal for producers.See InsureTrek for agencies →](/solutions/agencies)[UplinesFor FMOs, IMOs, and NMOs: compliance and hierarchy across the entire downline, with ready-to-sell status visible at every level.See InsureTrek for uplines →](/solutions/fmos)[Carriers & MGAsA system of record for producer compliance and hierarchy across every agency and producer in your network, connected directly to NIPR.See InsureTrek for carriers & MGAs →](/solutions/carriers) The InsureTrek Test Drive ## Prove InsureTrek works on your book before you commit. 90 days of InsureTrek in production, on your own producers, licenses, and appointments, running alongside your current system. Runs on your real book Your producers, licenses, and appointments, in production from day one. Success metrics set up front You set what "working" means before the program starts. Decide at day 90 Continue on the results, or walk away with no penalty. [Book a demo](/demo)[Learn about the program](/program)