QOL for License Management - Updates - InsureTrekQOL for License Management - Updates - InsureTrek

QOL for License Management

Kyle Hess profile photo
Kyle Hess
Head of Product

Enhanced license overview for producers, better application controls, improved navigation, and important bug fixes.

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.