A Few Quick Things - Updates - InsureTrekA Few Quick Things - Updates - InsureTrek

A Few Quick Things

Kyle Hess profile photo
Kyle Hess
Head of Product

Small changes that add up - making InsureTrek easier to use with one-click answers, simplified assignments, and mobile improvements.

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