Managing Assignments

InsureTrek allows you to assign your producers to the states and lines of authority in which you expect them to remain licensed and/or appointed.

Scenario 1: Territory Assignment Agency A operates in 48 of the 51 jurisdictions (excluding Missouri, Indiana, and Michigan), where when onboarding Agent X, Agency A requires Agent X to become licensed in states associated with Territory 1 (which includes states Florida, Georgia, and New York).

In this scenario, Agency A's licensing manager can "assign" Agent X to Territory 1 during Producer Onboarding, which will automate the license applications for states Florida, Georgia, and New York once onboarding is complete, and also manage license continuation for the coordinating states.

Scenario 2: Individual State Assignment Agency A operates in 48 of the 51 jurisdictions (excluding Missouri, Indiana, and Michigan), while during onboarding it was determined that Agent X has an active Missouri state license.

In this scenario, Agency A's licensing manager can "assign" Agent X's Missouri license, which will allow Agency A to manage license continuation for the coordinating Missouri state license.

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