Getting Started

Welcome to InsureTrek, the platform for Health & Life Insurance licensing.

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.

Need Help?

Whether you have questions about using the platform or need support with a specific license application, reach out to us.

Producers

Add & Remove

Onboard new producers individually or in bulk, and remove existing ones.

Profiles

Update personal info, contact details, background questions, and more.

Licenses

View, apply, renew, and manage producer licenses.

Agency

Licenses

View, apply, renew, and manage agency licenses.

Territories & Filtering

Create territories and filter producers by line of authority.

State Guides

Some state license applications require steps outside of InsureTrek. These guides walk you through the process.

Alabama

Georgia

Massachusetts

Mississippi

Montana

New Mexico

New York

Oregon

Add & Remove

How to add producers individually or in bulk, and remove producers from your agency.