Updates

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Quality of Life Improvements

• Now on background questions, Yes/No questions can be answered in one click (instead of having to pick an option from a dropdown)
• When making assignments, if you don’t have any territories configured, you’ll be able to pick states in one fewer click
• If you’re creating a new account on mobile, we’ll email you a link when you finish signing up (since InsureTrek is desktop and tablet only, for now!)
• We tidied up My Account a bit.
• It’s now easier to toggle auto-renewal on and off from Manage Licenses

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More team configuration

• When should Auto-Renewals kick off (45, 30, or 15 days before expiration)
• Whether or not producers should have access to InsureTrek.

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Quality of Life Improvements

• Producers who are paying for their own licenses on a team can now control their assignments, payment details, and kick off applications.
• Now you can see more granular details about the fees associate with an application.
• We’ve cleaned up quite a few things to render better on tablets (like an iPad).

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A New Home for Producers

• 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

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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

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Quality of Life Improvements

• Fixed a bug where individual producers couldn’t edit their own profile information
• Fixed a bug wehre individual producers (not on a team) couldn’t manage their own licenses
• When creating a new account on Mobile, the whole process has been optimized to fit on your screen
• Now when you save background questions, we’ll save all of the questions you’ve answered across all of the states

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Bulk Onboarding Revamp

• 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.

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Other Fixes

• Now, users can manually apply for a license anytime it appears in Upcoming Renewals (even if it’s set to auto-renew)
• Territories got a fresh coat of paint, and is now much easier to update
• We’ve cleaned up some bugs around search and filtering throughout the app

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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:

1. Head to your Pending Applications and click the Follow Ups button.
2. Any pending application that has a manual follow up will be in this list.
3. 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.

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Other Fixes

• Navigation has been tidied up
• You can now link directly to Quick Views on your lists, and pages now have an “All” quick filter
• We now show the NIPR Transaction ID on pending applications, making it easier for you to check the status with NIPR directly
• Fixed some bugs around filtering with the new Quick Filters
• Expiration date now shows on all license views (not just Upcoming Renewals)
• Some bug fixes around auto-renewals in the backend

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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.

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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

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Agency Renewals

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Other Fixes

• We’ve improved the look and feel of a lot our email notifications.
• We found some weird bugs on the All Licenses screen when filtering, and got those cleaned up.
• We’ve made it easier to onboard another producer after you’ve added one.

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Amendments

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Cleaned Up Agency Licenses

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Other Fixes

• We’ve been cleaning up weird scenarios in a few states, including CT, IN, and TX.
• We’ve clenaed up some flows on Manage Producers

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List Builder

With it, you can:

1. See a whole new Overview Screen for your team and all of your downlines
2. Filter a list by a bunch of properties, including:

• Agency or Producer
• Whether someone is licensed in a state
• Whether someone has an appointment in a state

3. Save lists for export
4. Download a saved list in one click

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Other Fixes

• 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

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Manage Producers

We’ve reworked the Manage Producers screen to give you the ability to do a lot more from one location.

1. Add a single producer or do it in bulk
2. Remove producers by selecting them from the list, and clicking remove
3. See details about a producer in the side panel
4. Quickly get in to manage states, setup auto renewals, and decide who is paying for a producer’s license

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Other Fixes

• We also introduce a referral program, so you can share InsureTrek with other agents and get rewarded. Interested? Let us know.
• We made things look a bit nicer on signup: now you’ll see a profile card with information we get back from NIPR
• We’ve made the Producer Portal act the same for both producers and administrators, so admins better know how to help folks on their team

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Improved “Add a Producer”

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.

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Cleaned Up Menu

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.

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Speed 🏎️

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Agency Licenses

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):

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Special Notes

• 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.

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Self Service Onboarding

1. Head to the signup page and enter your information.
2. Tell us your NPN
3. We’ll verify your email with NIPR
4. Setup the credit card you want to use for both your subscription and licensing fees.