Follow Ups for Manual Application Steps
New Follow Ups feature to track manual steps in applications, plus navigation and filtering improvements.
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:
- Head to your Pending Applications and click the Follow Ups button.
- 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