Latest Updates

Our team has been hard at work this month as we have been helping agencies across the country use Insuretrek automate their licensing process. Since we introduced agency licenses last month, we've seen teams, big and small, manage everything related to licensing in one system.

We've been adding features for a while, and this month we've been focused on doing a bit of housekeeping to make sure everything and Insuretrek is easy to use and works well together.

Improved “Add A Producer” Experience

We've reworked the process of adding a producer from the ground up. It's not much faster to get a producers licensing information, set up their payment details, build out their assignments, and estimate their licensing cost. You can check it out by heading to the Add a Producer section.

Cleaned Up Menu

We've added a bunch of stuff into Insuretrek, so now is a good time to make things easier to navigate. Now the menu splits up all of the license is for your producers, your agency, and the rest of your set up. It's a small thing, but we think these changes make it a lot easier to get around.

Speed 🏎️

The last major update is something we hope you'll never actually notice. We have done a significant rebuild of how we keep and use all of your data. The end result is an app that works way faster across the board. Now, nearly every Paige loads in less than half a second.

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We're still working hard on everything it takes to automate your producer, licensing. Next step, we're going to be making it easier to manage your assignments, more actionable, email updates, and ways to share Insuretrek with your network (and earn credit!)

Have an idea for what we should build next? Give us a yell. Haven't tried Insuretrek yet? Now is a better time than ever to get started.

Now in Insuretrek, you can manage everything about your agency licenses. Couple this with managing the licenses of all of your producers, and now agencies are able to manage the end-to-end process for non-residential licenses all in one application.

Why include agency licenses?

Agency licenses are just as important to small and medium size insurance agencies as their producer licensing is. In fact, even if you're one person, you have to make sure that your agency is licensed and compliant wherever you want to do business. There are also different complexities to agency licensing that we don't see on the producer side. For example, you have to make sure to fill out things like ownership details and a designated responsible, licensed producer (DRLP) for each state you want to do business in. This could be a lot to think about, especially for agencies who are growing or expanding their business. So, we wanted to make it as easy as possible inside of Insuretrek.

What's different about agency licenses?

We built agency licenses from the ground up. One of the key differences in agency licenses is that since you can only be licensed in 52 jurisdictions, all of your licenses can live in one place. So, instead of a dynamic list of statuses for licenses like you have on the producer side, for agency licenses you can see everything on one screen.

Agency licenses still have background questions, but instead of employment history, you have to fill out ownership information that we send in to each jurisdiction. Just like on the producer side, we make it easy for you to fill out this information once and reuse your answers for any application or renewal down the line.

Lastly, most states tie your agency license to the license of the DRLP. So, we've made sure it's really easy to see the status of your agency license based on the status of the DRLP's license expiration information.

How's it work?

If it's your first time working with agency licenses in Insuretrek, the first thing you want to do is to pull your current licenses from NIPR. You can do that by heading to your Agency Licenses screen and refreshing licenses from the menu at the top right of the screen.

Next, if you want to apply for a new state, click "States" from the top right of the screen. Here you can pick which state and which LOA you'd like to activate, assign a DRLP, and then you'll see it on your home screen.

From your home screen, Insuretrek will tell you if any of the background information required to apply for a license is missing. You can click the alerts on the screen, or find all of this information in your "My Agency" menu.

Once you have all of the information required to apply for a license, Insuretrek will automatically apply and keep track of the status of your agency's license. Like always, we'll send you a note if you need to manually intervene.

Special Cases

The states of Massachusetts and Washington both require additional information to apply for a new state, so they're not yet supported in Insuretrek. To apply for these licenses, we recommend heading to NIPR directly. Once these licenses are active, we will automatically see their status and help you renew them if necessary.

Not all states report the assigned DRLP back to NIPR. So if you see an active license, but no DRLP assigned, no need to worry. We will alert you if anything goes wrong.

Wrap Up

We think being able to manage your agency licenses in Insuretrek is the next step in saving you and your team time thinking about licenses. We're excited to hear what you think, and if there are any new features around agency licenses that would make your life easier.

If you haven't gotten started yet, we think this is a great time to give Insuretrek a try. You can create an account below, and if you sign up as an agency, we'll automatically pull your current agency licenses into the app.

Let us know what you think!

What has been most important to us as we've been building Insuretrek is trying to keep things as simple as possible. It really annoys us that virtually every other licensing management system requires a ton of handholding and upfront work before you can start using the tool. Worst of all, that normally comes at a cost.

So we're really excited to introduce our completely revamped, self-service onboarding. Now anybody can sign up for an account, add a credit card, and start automating their non-residential license applications and renewals.

Why doesn't everyone do this?

Other systems aren't doing this because, well, it's not actually that easy. In order to automate all of this, we need to do a few things:

1. We need to be able to verify who you are.

2. We need to be able to quickly pull your existing licensing information and understand your current status for all of the jurisdictions we support.

3. We need to get you into the app so that you immediately know what to do.

We understand why other systems require an onboarding process before you can get started. Licensing can be really complicated. But we strive to make it as simple as possible and save you as much time as we can. And we extend that to your very first experience with Insuretrek.

How it works

We start by having you pick whether you're setting up an agency or individual producer, and fill in your NPN.

The very first thing we do is verify your email. We do that by using the contact information in the NIPR database so that we can guarantee you are adding an account that you have access to. (Note: if you run into issues here, our team is always happy to help.)

After that, we'll guide you through adding a payment method so that both your monthly service fee and all of your license applications can go through automatically. We use Stripe, so you know that your payments are processed efficiently and securely.

Lastly, we'll show you all of the information we pulled for your profile, ask you to fill out anything that's missing, and then send you into the app with all of your information ready to go.

What's next

We are using the information to try to make your experiences as easy as possible. And right now, we're working on extending a lot of these automations to adding new producers to your teams and managing all of your agency licenses.

We're really excited for folks to try out our self-service onboarding and start automating their licensing management. If you're interested in giving Insuretrek a go, click here to get started on your own or click here to set up some time for a personalized demo.

(We're still always happy to demo 😃)

Let us know what you think!