InsureTrek Assist

Login, detect page actions, and autofill licensing workflows.

InsureTrek Assist automates the NIPR Attachment Warehouse document submission process for insurance producers and agencies. It logs in with or without an NPN, pulls documents straight from your DocuVault library and uploads them without a manual download step, remembers submitter details for future submissions, and lets admins submit as the agency or on behalf of a specific producer. Separately, it can record your actions on any website and turn that recording into a reusable, replayable workflow — useful for capturing a process once and sharing it with the rest of your team. Sensitive fields such as passwords are masked automatically in every recording.