Enhanced Organizational Management - Updates - InsureTrekEnhanced Organizational Management - Updates - InsureTrek

Enhanced Organizational Management

Kyle Hess profile photo
Kyle Hess
Head of Product

New hierarchy features and improved filtering experience for better organizational structure management.

Enhanced Organizational Hierarchy Management

We've introduced a new hierarchy feature that gives you better control over how your organizational structure is displayed and managed within InsureTrek. This enhancement makes it easier to navigate between different levels of your agency structure and understand the relationships between agencies and team members.

Improvements

Refined Filtering Experience

We've improved the filtering system to provide clearer visual feedback when options are unavailable. When you apply filters that limit available selections, disabled options now properly prevent accidental clicks, making the interface more intuitive and preventing confusion.

Better Layout Consistency

We've fixed layout inconsistencies in organizational popups to ensure they look great whether you have carriers assigned or not. The interface now maintains proper spacing and visual balance across all scenarios, giving you a more polished experience when reviewing organizational details.