Unified License Management and Quick Filters
Combined license management into one screen with quick filters and enhanced List Builder functionality.
Lists and Quick Filters
In an effort to make InsureTrek easier to nagivate around, we've combined your lists across the application. Now instead of having a bunch of pages to manage your licenses, you can see everyone on one screen: Manage Licenses. From there you can see your different views, including your Active Licenses, Needs Attention, and Upcoming Renewals.
Other Fixes
- Application Status will now show as a part of your License Status, so you can better see licenses which have things in progress
- We updated our logic so job titles are limited to 25 characters, which matches what NIPR is expecting to get.
- List Builder now includes more information, including:- Who a producer reports to - Business Address - some general bug fixes based on your feedback