Agency Renewals and Email Improvements - Updates - InsureTrekAgency Renewals and Email Improvements - Updates - InsureTrek

Agency Renewals and Email Improvements

Kyle Hess profile photo
Kyle Hess
Head of Product

Added agency license renewal functionality and improved email notifications and user experience.

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.