List Builder and Enhanced Reporting
New List Builder feature for filtering and exporting producer data, plus improved auto-renewal timing.
List Builder
Now in InsureTrek, it's a lot easier to get information about your producers out of the system. We've introduced an entirely new "List Builder".
With it, you can:
- See a whole new Overview Screen for your team and all of your downlines
- Filter a list by a bunch of properties, including:
- Agency or Producer
- Whether someone is licensed in a state
- Whether someone has an appointment in a state
- Save lists for export
- Download a saved list in one click
Other Fixes
- Auto-renewing applications will not start to kick off 45 days before expiration date, giving you plenty of time to have them settle in case any issues pop up.
- Now when you click on an engine light in the producer portal, you'll be taken to the place to correct that (like Background Questions, if they are missing)
- Cleaned up some of the flow around applying for a new Agency license