Simplifying Insurance Licensing One Producer at a Time

An in-house Foxsense product built to remove the chaos from licensing and renewal management across America.

The U.S. insurance industry thrives on compliance - but licensing renewals are often chaotic, especially for individual producers.

The U.S insurance industry runs on compliance but renewal cycles are messy and time consuming for individual producers and small agencies.Most tools cater to large FMOs and enterprise teams. The underserved group is the solo agent the micro agency and the small team juggling spreadsheets deadlines and state rules.

InsureTrek was built to serve them.

It brings licensing automation into one system that tracks every state requirement renewal date and CE rule while syncing seamlessly with the NIPR ecosystem for real time status updates.

Challenge
Manual licensing and renewal tracking was leading to:
Missed deadlines and last minute disruptions.
Over reliance on spreadsheets.
Confusion with different state rules.
No visibility for managers or FMOs with distributed agents.
This created revenue loss compliance risks and a fractured onboarding experience.
Solution
InsureTrek centralizes licensing into one smart command center:
Real time NIPR sync for license status and expiry.
Smart alerts based on renewal windows.
Flows tailored for producers agencies and FMOs.
A single dashboard for multi state and multi agent visibility.
Easy document management with audit logs.
One click CE tracking based on state rules.
This removed compliance complexity and created a smooth onboarding experience for teams at scale.
Result
With InsureTrek teams experience:

95%+

Renewal accuracy through proactive alerts.

60%

Reduction in manual compliance tracking.

3x Faster

Completion of renewal related workflows

Increased sales call time

by eliminating operational distractions.

Visual Timeline of a Renewal Reminder Flow

Foxsense understood the compliance workflow better than any vendor we evaluated. InsureTrek has completely changed how we manage licensing.

Operations Director

Insurance Agency