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Getting Started

Welcome to InsureTrek, the platform for Health & Life Insurance licensing.
This is your guide to getting started with InsureTrek. Whether you’re switching from a different platform or this is your first time using a licensing tool, this is the guide to start with.

What is InsureTrek?

InsureTrek is a licensing management platform that helps you keep your producer and agency licenses up to date, automatically.
With InsureTrek, you can track all of your licenses, automatically renew them, or apply for licenses in just a few clicks.

Let’s get started

Creating an Account

Adding a Producer

Making an Assignment

Creating a Territory

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