Ask an AI assistant about your producer network
InsureTrek's MCP server connects AI assistants, such as Claude, to your organization's producer, license, appointment, and hierarchy data, so you can ask a question in plain language instead of running a report. It uses the same underlying data as the API, scoped to what you're already permitted to see inyour hierarchy.
Read producer data in plain language
Ask questions like "Which producers have licenses expiring in 30 days?" and get an answer sourced from your organization's InsureTrek data.
Scoped to your permissions
The assistant only sees and can act on what the connecting user is already permitted to see and do in InsureTrek. It doesn't expand access.
Works with MCP-compatible assistants
InsureTrek's MCP server follows the open Model Context Protocol standard, so it works with any assistant that supports MCP.
How it works
- 1
Connect the MCP server.
Point an MCP-compatible AI assistant, such as Claude, at InsureTrek's MCP server and authenticate with your organization's credentials.
- 2
Ask about your producer data.
The assistant reads licensing, appointment, and hierarchy data scoped to your organization to answer questions in plain language.
- 3
Stay within your permissions.
Every read and action is scoped to what the connecting user is already allowed to see and do in InsureTrek.
Frequently asked questions
What is MCP?
MCP (Model Context Protocol) is an open standard that lets AI assistants connect to external tools and data. InsureTrek's MCP server lets an assistant like Claude read and act on your organization's producer data.
What can I ask it?
Example prompts include "Which producers have licenses expiring in 30 days?", "Which producers in Texas aren't appointed with Carrier X?", and "Summarize open alerts for my downline." Answers are drawn from your organization's live data.
Is InsureTrek's MCP server available now?
Talk to us if you want early access. We will confirm supported clients and timing for your setup.