The InsureTrek Test Drive
90 days of InsureTrek in production, on your own producers, licenses, and appointments. You set the success metrics up front. At day 90 you compare the results and decide whether to commit.
How it's set up
90 days — InsureTrek runs in production alongside your current system. Nothing switches off.
Your real data — Your actual producers, licenses, and appointments, synced from NIPR. No sandbox, no demo records.
Metrics up front — You set the success metrics before the program starts, so day 90 is measured against a standard you chose.
Day 90 — Then you decide. Continue on the results, or walk away with no penalty.
What the 90 days look like
- 1
Scope
We define the producer population, states, and carriers with you, and set the success metrics together.
- 2
Launch
Our team runs the implementation. We load your producers and sync their licenses and appointments from NIPR.
- 3
Run
InsureTrek operates in production alongside your current system. Your team uses it the way they would after a switch, and you compare the two directly.
- 4
Decide
At day 90 you compare the results against the metrics you set and decide whether to commit. If you walk away, there's no penalty.
Built to get you live fast
A 90-day program only works if setup is fast. If implementation took months, there would be no time left to prove anything.
Implementation is our work, not a project you staff. We load your producers and sync their licenses and appointments directly from NIPR.
Most licensing platforms don't publish implementation scope or timelines. Ask for both in writing from any vendor you evaluate, including us.
Who it's for
Agencies, FMOs, IMOs, carriers, and MGAs evaluating a change from their current licensing and compliance system, especially teams coming up on a renewal and wanting a real comparison before re-signing. See the full product for what runs during the program.
If you're an individual producer managing your own licenses, you don't need a program. Start at app.insuretrek.com/signup.
Frequently asked questions
Do we have to switch off our current system to run this?
No. The Test Drive runs alongside your current system, so you can compare results directly.
What are the success metrics?
You set them with us up front, before the program starts. Typical metrics are time to ready-to-sell, appointment cost per producer, manual compliance hours per week, and hierarchy accuracy.
What do you need from us to start?
A list of your producers and the carriers you work with. We confirm the exact scope during setup, and our team does the implementation work from there.
How much of our team's time does it take?
Implementation is handled by our team. During the 90 days, your team uses InsureTrek the way they would in normal operation, alongside your current system.
Is contracting included?
Yes. The Test Drive runs the full Teams feature set. Carrier contracting is currently in beta.
What happens if we don't want to continue after 90 days?
You walk away, and there's no penalty. You set the metrics up front, so the day-90 call is based on numbers you chose.
See the Test Drive on your book
Book a demo and we'll walk through how the 90 days would run for your organization.
Book a demo