This release is almost all about quality of life improvements. We’re always talking to users and trying to make InsureTrek easier to use, and decided to push out a bunch of small changes that add up!
Teams on InsureTrek now have more control over how their team works, with the introduction of Producer Alerts and Auto-Renew Periods.On your team, head to your Agency Preferences, where you can now configure:
When should Auto-Renewals kick off (45, 30, or 15 days before expiration)
Whether or not producers should have access to InsureTrek.
For teams who want to manage everything for their producers, they can now toggle this off so that their producers don’t get alerts or invites to see their information. Turning this back on is a bit of work, so to toggle this setting you simply have to reach out to our team.We think these are pretty big improvements to giving you the flexibility to manage your licenses however you want.
We’ve done quite a bit of work to make the Bulk Onboarding process a lot simpler. Now when you bulk onboard producers:
The document you upload is simpler
You can keep track of the status of previous onboards
You can configure payment details and auto-renew settings for each producer
After producers have been added, you now manage their assignments on Manage Producers — and now you can edit those assignments for multipel producers at at time.
With InsureTrek, we’re helping automate as much as we can about how you apply for a license. But in a few states, there are still manual steps that you have to address. So, we’ve introduced Follow Ups.With Follow Ups, you can keep track of the manual steps you need to take on an application. Here’s how to use it:
Head to your Pending Applications and click the Follow Ups button.
Any pending application that has a manual follow up will be in this list.
When you open it up, you’ll be able to mark whether or not you’ve taken this action, and we’ll keep track of this for you.
Follow Ups doesn’t do the action for you! It’s simply a way for you to keep track of whether or not you’ve done this yourself. Just because you’ve marked it complete in InsureTrek doesn’t mean you’ve actually done the action. This feature is here to help you try to keep track of things while they are pending.
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.
With the cleaned up Agency Licneses we introduced last week, now you can renew your agency licenses direclty on the Agency Licenses screen. These are managed entirely on this screen, but the application flow is very similar to the one for producers.
Now you can amend an existing license class for a producer or an agency. Amendments work just the same way any other initial application or renewal does, and you manage them directly in teh same screens.
Based on your feedback, we’ve cleaned up the Agency Licenses screen to make it easier to see what’s going on. It’s now much easier to see all of your agency licenses, their statuses, and manage them all on one screen.
Now in InsureTrek, it’s a lot easier to get information about your producers out of the system. We’ve introduced an entirely new “List Builder”.With it, you can:
See a whole new Overview Screen for your team and all of your downlines
Filter a list by a bunch of properties, including:
Auto-renewing applications will not start to kick off 45 days before expiration date, giving you plenty of time to have them settle in case any issues pop up.
Now when you click on an engine light in the producer portal, you’ll be taken to the place to correct that (like Background Questions, if they are missing)
Cleaned up some of the flow around applying for a new Agency license
We’ve reworked the process of adding a producer from the ground up. It’s not much faster to get a producers licensing information, set up their payment details, build out their assignments, and estimate their licensing cost. You can check it out by heading to the Add a Producer section.
We’ve added a bunch of stuff into Insuretrek, so now is a good time to make things easier to navigate. Now the menu splits up all of the license is for your producers, your agency, and the rest of your set up. It’s a small thing, but we think these changes make it a lot easier to get around.
The last major update is something we hope you’ll never actually notice. We have done a significant rebuild of how we keep and use all of your data. The end result is an app that works way faster across the board. Now, nearly every Paige loads in less than half a second.
InsureTrek can now handle all of your applications and renewals for both your producers and your agency.The first thing you’ll want to do is pull your current agency licenses from NIPR:
Then, if you want to apply for a new state, click “States” from the top right of the screen, pick which state and LOA you’d like, and assign a DRLP:
Your screen will now tell you if you’re missing any information (agency licenses have their own background questions and ownership details):
The states of Massachusetts and Washington both require additional information to apply for a new state, so they’re not yet supported in Insuretrek. To apply for these licenses, we recommend heading to NIPR directly. Once these licenses are active, we will automatically see their status and help you renew them if necessary.
Not all states report the assigned DRLP back to NIPR. So if you see an active license, but no DRLP assigned, no need to worry. We will alert you if anything goes wrong.
Now in InsureTrek, you can get everything started on your own. No need to wait for us to help pay any startup costs. Getting an account created is simple:
Head to the signup page and enter your information.
Tell us your NPN
We’ll verify your email with NIPR
Setup the credit card you want to use for both your subscription and licensing fees.
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Responses are generated using AI and may contain mistakes.