Updates

Follow Ups

With InsureTrek, we’re helping automate as much as we can about hwo 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:

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.

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

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

Agency 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.

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.

Amendments

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.

Cleaned Up Agency Licenses

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.

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

List Builder

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:

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

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

Manage Producers

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

Now you can:

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

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

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.

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.

Speed 🏎️

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.

Agency Licenses

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):

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.

Self Service Onboarding

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:

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.