Enhanced Producer Management and New Features
Reworked Manage Producers screen with bulk operations, side panel details, and referral program introduction.
We've reworked the Manage Producers screen to give you the ability to do a lot more from one location.
Now you can:
1. Add a single producer or do it in bulk
2. Remove producers by selecting them from the list, and clicking remove
3. See details about a producer in the side panel
4. Quickly get in to manage states, setup auto renewals, and decide who is paying for a producer's license
Other Fixes
- We also introduce a referral program, so you can share InsureTrek with other agents and get rewarded. Interested? [Let us know](mailto:hello@insuretrek.com).
- We made things look a bit nicer on signup: now you'll see a profile card with information we get back from NIPR
- We've made the Producer Portal act the same for both producers and administrators, so admins better know how to help folks on their team