Branch Agency Management
Branch agency support, interface improvements, bug fixes, and enhanced user experience updates throughout July 2025.
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.