New Producer Home Page and Agency License Enhancements - Updates - InsureTrekNew Producer Home Page and Agency License Enhancements - Updates - InsureTrek

New Producer Home Page and Agency License Enhancements

Kyle Hess profile photo
Kyle Hess
Head of Product

Rebuilt producer home page with better organization and enhanced agency license functionality.

A New Home for Producers

We've rebuilt the producer home page to make it a lot easier to navigate for admins and producers.

Screenshot of Insuretrek Licensing

  • Reorganized key details
  • Split out NIPR profile information from InsureTrek profile information
  • Made it more obvious whether or not Background Questions and Employment History has been filled in

Quality of Life Improvements

  • We cleaned up some bugs to keep things in better sync with your subscription when you add or remove a producer from your team
  • Agency licenses now have (nearly) all of the same tools and functionality as producer licenses
  • We now show things like License Number in more places