Lookup a Producer - Updates - InsureTrekLookup a Producer - Updates - InsureTrek

Lookup a Producer

Kaaviya profile photo
Kaaviya
Engineer

Agency admins can now look up a producer's information without adding them to the team.

As you're recruiting people to join your agency, you might want to know where they've worked, where they're able to work, and a little bit about their history. On Insuretrek, you can do that using our producer lookup feature.

To use it, first head to Manage Producers, and click the new Lookup button

screenshot of producer lookup

Then, enter the producer's NPN, and you'll get a view of their Licenses and Appointments:

screenshot of producer lookupscreenshot of producer lookup

From there, you'll be able to keep them in your list and add them to your team later on when you decide to hire them.

Producer lookup is included for all active InsureTrek Agency subscribers!