As you're recruiting people to join your agency, you might want to know where they've worked, where they're able to work, and a little bit about their history. On Insuretrek, you can do that using our producer lookup feature.

To use it, first head to Manage Producers, and click the new Lookup button

Then, enter the producer's NPN, and you'll get a view of their Licenses and Appointments:

From there, you'll be able to keep them in your list and add them to your team later on when you decide to hire them.

Producer lookup is included for all active InsureTrek Agency subscribers!

Now Independent Insurance Agents can apply for licenses, renew their existing licenses, and put their compliance on auto-pilot from their phones. In the first version of InsureTrek built from the ground up for a mobile experience, agents can:

• Sign up
• View their upcoming renewals
• Complete their profile
• Apply for a new license in any state
• Manage auto renewals

all from their phone.

We're making a change to help you find and use one of InsureTrek's most valuable features more easily!

What's Changing:

Our Lists feature is getting a new name and a new home. It's now called Reports and has moved to a better spot in your navigation menu.

• New Location: Setup → Reports
• Previously: Organization → Hierarchy → Lists.

What You Can Do:

• Extract producer, license, and invoice reports
• Apply custom filters
• Save your custom reports for quick access
• Export the filtered data as CSV files.

All your existing saved reports are right where you left them: just in the new location. The functionality remains the same, just easier to find! Check it out: Reports

If you haven't explored this feature yet, now's a great time to see how it can streamline your agency management.

This release focuses on quality of life improvements and important bug fixes based on your feedback. We've made license management more intuitive and resolved several issues that were affecting your daily workflows.

New Features

Enhanced License Overview for Producers

Individual producers now have the same powerful license overview that agencies use. The "All Licenses" view for producers has been completely redesigned to match the functionality available to agencies. You can now see traffic light status indicators, estimated fees, and clear action buttons (Apply, Renew, Auto Apply) directly from your main license view. For individual producers not on teams, we've also cleaned up the interface by removing the unnecessary "Assignment Status" column.

Resident License Application Controls

We now prevent conflicting resident license applications. The system will automatically restrict producers from applying for resident licenses in additional states when they already hold an active resident license elsewhere. This prevents compliance issues and reduces processing delays. We've also added a new "Voluntarily Surrendered" status for licenses that producers have formally surrendered to their state's Department of Insurance.

Improvements

Better Table Navigation Experience

Navigating through paginated tables is now much smoother. When you click to the next or previous page in any table view, the page automatically scrolls to the top of the table. This eliminates the confusion of landing on a new page but still seeing the bottom of the previous page's content.

Bug Fixes

Fixed Territories Page Pagination

The territories page now properly displays different content on each page. Previously, clicking through pages would show the same records repeatedly. The pagination now works correctly, showing the appropriate subset of territories for each page.

Resolved Georgia Producer License Display Issue

Fixed an issue where Georgia producer licenses were incorrectly appearing in upcoming renewals. Some GA licenses with expiration dates more than two years in the future were showing up in renewal lists when they shouldn't have been visible.

This month brought significant enhancements to InsureTrek with new branch agency capabilities, improved user experience, and important bug fixes to ensure reliable operation.

New Features

Branch Agency Management

Insurance agencies can now create and manage branch locations within InsureTrek. Branch agencies maintain the same licensing credentials as their parent agency while operating with customized territories and preferences. This enables multi-location agencies to efficiently oversee their distributed operations from a single platform.

Improvements

Simplified Signup Flow

We've cleaned up the sign up process to make it easier to create accounts and get started in InsureTrek.

Clearer License Management Navigation

• Renamed "Producer Licenses" to "State Licenses" throughout the platform for better clarity and consistency across individual producer accounts, admin views, and the producer portal

Bug Fixes

Email and Dashboard Fixes

• Fixed weekly summary email delivery - Weekly summary reports now correctly reach all intended recipients. Agency administrators will receive summaries for their teams, while individual producers will receive reports at their registered email addresses.
• Corrected license renewal counts on dashboard - The "renewing soon" counter on your home page now accurately displays the number of licenses approaching renewal, ensuring you never miss important renewal deadlines.

This month's updates focus on keeping you better informed about your business performance and expanding organizational management capabilities for upline agencies.

Weekly Performance Reports

Stay on top of your business with automated weekly summary reports delivered every Monday morning. These comprehensive reports provide a clear overview of your licensing activity and associated costs, helping you track progress and make informed decisions about your operations.

• For Agencies: Agency administrators now receive detailed summaries covering both agency licenses and all onboarded producer licenses, along with complete cost breakdowns for better financial visibility.
• For Individual Producers: Get personalized weekly insights into your licensing portfolio and expenses, delivered directly to your inbox to help you stay organized and plan ahead.

Enhanced Organizational Management

Upline agencies can now seamlessly onboard and manage downline agencies through our improved organizational hierarchy system. This streamlined process simplifies multi-tier agency relationships and provides better oversight capabilities for complex organizational structures.

Enhanced Organizational Hierarchy Management

We've introduced a new hierarchy feature that gives you better control over how your organizational structure is displayed and managed within InsureTrek. This enhancement makes it easier to navigate between different levels of your agency structure and understand the relationships between agencies and team members.

Improvements

Refined Filtering Experience

We've improved the filtering system to provide clearer visual feedback when options are unavailable. When you apply filters that limit available selections, disabled options now properly prevent accidental clicks, making the interface more intuitive and preventing confusion.

Better Layout Consistency

We've fixed layout inconsistencies in organizational popups to ensure they look great whether you have carriers assigned or not. The interface now maintains proper spacing and visual balance across all scenarios, giving you a more polished experience when reviewing organizational details.

This release is almost all about quality of life improvements. We're always talking to users and trying to make InsureTrek easier to use, and decided to push out a bunch of small changes that add up!

Quality of Life Improvements

• Now on background questions, Yes/No questions can be answered in one click (instead of having to pick an option from a dropdown)
• When making assignments, if you don't have any territories configured, you'll be able to pick states in one fewer click
• If you're creating a new account on mobile, we'll email you a link when you finish signing up (since InsureTrek is desktop and tablet only, for now!)
• We tidied up My Account a bit.
• It's now easier to toggle auto-renewal on and off from Manage Licenses

A New Home for Producers

We've rebuilt the producer home page to make it a lot easier to navigate for admins and producers.

• Reorganized key details
• Split out NIPR profile information from InsureTrek profile information
• Made it more obvious whether or not Background Questions and Employment History has been filled in

Quality of Life Improvements

• We cleaned up some bugs to keep things in better sync with your subscription when you add or remove a producer from your team
• Agency licenses now have (nearly) all of the same tools and functionality as producer licenses
• We now show things like License Number in more places

Happy new year! We're excited about everything we'll get to build this year.

Quality of Life Improvements

• Fixed a bug where individual producers couldn't edit their own profile information

• Fixed a bug wehre individual producers (not on a team) couldn't manage their own licenses

• When creating a new account on Mobile, the whole process has been optimized to fit on your screen

• Now when you save background questions, we'll save all of the questions you've answered across all of the states

Bulk Onboarding Revamp

We've done quite a bit of work to make the Bulk Onboarding process a lot simpler. Now when you bulk onboard producers:

• The document you upload is simpler

• You can keep track of the status of previous onboards

• You can configure payment details and auto-renew settings for each producer

• After producers have been added, you now manage their assignments on Manage Producers -- and now you can edit those assignments for multipel producers at at time.

Other Fixes

We have just a few more quality-of-life improvments as we wrap up the year.

• Now, users can manually apply for a license anytime it appears in Upcoming Renewals (even if it's set to auto-renew)

• Territories got a fresh coat of paint, and is now much easier to update

• We've cleaned up some bugs around search and filtering throughout the app

Follow Ups

With InsureTrek, we're helping automate as much as we can about how you apply for a license. But in a few states, there are still manual steps that you have to address. So, we've introduced Follow Ups.

With Follow Ups, you can keep track of the manual steps you need to take on an application. Here's how to use it:

1. Head to your Pending Applications and click the Follow Ups button.
2. Any pending application that has a manual follow up will be in this list.

When you open it up, you'll be able to mark whether or not you've taken this action, and we'll keep track of this for you.

Follow Ups doesn't do the action for you! It's simply a way for you to keep track of whether or not you've done this yourself. Just because you've marked it complete in InsureTrek doesn't mean you've actually done the action. This feature is here to help you try to keep track of things while they are pending.

Other Fixes

• Navigation has been tidied up
• You can now link directly to Quick Views on your lists, and pages now have an "All" quick filter
• We now show the NIPR Transaction ID on pending applications, making it easier for you to check the status with NIPR directly
• Fixed some bugs around filtering with the new Quick Filters
• Expiration date now shows on all license views (not just Upcoming Renewals)
• Some bug fixes around auto-renewals in the backend

Lists and Quick Filters

In an effort to make InsureTrek easier to nagivate around, we've combined your lists across the application. Now instead of having a bunch of pages to manage your licenses, you can see everyone on one screen: Manage Licenses. From there you can see your different views, including your Active Licenses, Needs Attention, and Upcoming Renewals.

Other Fixes

• Application Status will now show as a part of your License Status, so you can better see licenses which have things in progress
• We updated our logic so job titles are limited to 25 characters, which matches what NIPR is expecting to get.
• List Builder now includes more information, including:- Who a producer reports to - Business Address - some general bug fixes based on your feedback

Agency Renewals

With the cleaned up Agency Licneses we introduced last week, now you can renew your agency licenses direclty on the Agency Licenses screen. These are managed entirely on this screen, but the application flow is very similar to the one for producers.

Other Fixes

• We've improved the look and feel of a lot our email notifications.

• We found some weird bugs on the All Licenses screen when filtering, and got those cleaned up.

• We've made it easier to onboard another producer after you've added one.

Amendments

Now you can amend an existing license class for a producer or an agency. Amendments work just the same way any other initial application or renewal does, and you manage them directly in teh same screens.

Cleaned Up Agency Licenses

Based on your feedback, we've cleaned up the Agency Licenses screen to make it easier to see what's going on. It's now much easier to see all of your agency licenses, their statuses, and manage them all on one screen.

Other Fixes

• We've been cleaning up weird scenarios in a few states, including CT, IN, and TX.

• We've clenaed up some flows on Manage Producers

List Builder

Now in InsureTrek, it's a lot easier to get information about your producers out of the system. We've introduced an entirely new "List Builder".

With it, you can:

• See a whole new Overview Screen for your team and all of your downlines

• Filter a list by a bunch of properties, including:
• • Agency or Producer
  • Whether someone is licensed in a state
  • Whether someone has an appointment in a state
• Save lists for export
• Download a saved list in one click

Other Fixes

• Auto-renewing applications will not start to kick off 45 days before expiration date, giving you plenty of time to have them settle in case any issues pop up.
• Now when you click on an engine light in the producer portal, you'll be taken to the place to correct that (like Background Questions, if they are missing)
• Cleaned up some of the flow around applying for a new Agency license

We've reworked the Manage Producers screen to give you the ability to do a lot more from one location.

Now you can:

1. Add a single producer or do it in bulk

2. Remove producers by selecting them from the list, and clicking remove

3. See details about a producer in the side panel

4. Quickly get in to manage states, setup auto renewals, and decide who is paying for a producer's license

Other Fixes

- We also introduce a referral program, so you can share InsureTrek with other agents and get rewarded. Interested? [Let us know](mailto:hello@insuretrek.com).

- We made things look a bit nicer on signup: now you'll see a profile card with information we get back from NIPR

- We've made the Producer Portal act the same for both producers and administrators, so admins better know how to help folks on their team

Improved "Add a Producer"

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.

InsureTrek can now handle all of your applications and renewals for both your producers and your agency.

The first thing you'll want to do is pull your current agency licenses from NIPR:

Then, if you want to apply for a new state, click "States" from the top right of the screen, pick which state and LOA you'd like, and assign a DRLP:

Your screen will now tell you if you're missing any information (agency licenses have their own background questions and ownership details):

Special Notes

• 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.

Now in InsureTrek, you can get everything started on your own. No need to wait for us to help pay any startup costs.

Getting an account created is simple:

Head to the signup page

Tell us your NPN

We'll verify your email with NIPR

Setup the credit card you want to use for both your subscription and licensing fees.