Licensing, embedded in your own product
Sessions is an embeddable onboarding flow: a producer completes profile,state licensing, background questions, and payment inside your own portal, without being redirected to InsureTrek. Pair it with the API to pull completion and license status back into your own systems.
YourPlatform uses InsureTrek for licensing
Complete your insurance licensing
InsureTrek securely handles your licensing process on behalf of YourPlatform. We'll guide you through each step to ensure compliance and accuracy.
Why InsureTrek?
Embedded, not redirected
Sessions opens as a modal inside your portal, keeping the producer in your product for the entire onboarding flow.
Guided, multi-step flow
Profile, state selection, background questions, and payment are broken into clear steps, so producers know where they are.
Prefilled with what you know
Pass in the producer's name, email, and NPN so they aren't re-entering information your system already has.
Status where you need it
Licensing status is tracked in InsureTrek and can flow back to your own system, so you know when a producer is ready to sell.
How it works
- 1
Embed the flow.
Sessions drops into your own portal as a modal, so a producer never leaves your product to get licensed.
- 2
Producer completes onboarding.
The producer works through profile, state selection, background questions, and payment in a guided flow, prefilled with data you already have.
- 3
Status flows back to you.
Completion and licensing status are available in InsureTrek and back to your system, so you know when a producer is ready to sell.
Frequently asked questions
What is Sessions?
Sessions is an embeddable licensing and onboarding flow. Instead of sending a producer to InsureTrek, you embed the flow directly in your own portal, similar to how Plaid Link embeds bank connection in a fintech app.
Can I prefill producer data?
Yes. Sessions can start with information you already have — name, email, NPN — so the producer isn't re-entering data your system already collected.
Is Sessions available today?
Sessions is in early access. Talk to us and we'll confirm timing and fit for your onboarding flow.