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Managing
Licensing Appointments Compliance
Made Easy

Simplify Managing Licensing and Appointments with Agenzee

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Trusted by industry leaders
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How the Top Insurance License Management Software in the USA is Revolutionizing the Insurance Industry

Features We Offer to
Insurance Companies

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Ready to master compliance management for your organization? Agenzee is here to help!

With a unified dashboard at your fingertips, you can automate critical tasks like license renewal and carrier appointment tracking.

No more spreadsheets. No more siloed data. Just one centralized platform to streamline your team's workflow and ensure compliance.

Rest APIs

Facilitate seamless integrations with Agenzee through robust REST API support, ensuring smooth communication and data exchange.

New License Applications

Agenzee simplifies individual license applications nationwide, ensuring a seamless process from the start.

appointment workflow

Efficient workflows to manage all aspects of your producer' appointments in a easy and interactive way.

producer license

View all your producers' and adjusters' current licensing statuses in all 50 states and US territories in a interactive map and detail view.

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interactive dashboards

Data visualization in easy to read layouts providing you actionable intelligence for quick actions.

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alerts

Focus on where you need to spend your time. Expiring license and appointment notifications and other Regulatory action warnings.

NIPR logo
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nipr integration

The National Insurance Producer Registry is the central repository of licensing information.

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daily synchronization

Agenzee automatically syncs with NIPR daily to ensure your data is always up-to-date.

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Customers' Opinions on Our Services and Products

What Our Customers Say

Find out why our customers are happy they chose Agenzee.

Tasha D.

We've been using Agenzee at PolicyWatch, and it's been a game changer. It's streamlined our license management processes, saving us time and reducing the risk of non-compliance. Agenzee is an essential tool that has significantly improved our operational efficiency and peace of mind.

Zachary G.

Agenzee has helped our agency keep everything organized and in one place. The integration with NIPR is an extremely valuable tool that is hugely helpful when it comes to license expirations and renewals.  The ability to request renewals in bulk all within the Agenzee system is a huge time saver!

Kristina B.

Agenzee has had a significant impact on our daily operations by saving us a tremendous amount of time. Instead of dedicating hours to manually maintaining a complex Excel spreadsheet, we now have an efficient system. This has allowed us to focus more on core business activities rather than administrative tasks.

Deborah N.

There is so much Agenzee offers that makes our jobs with licensing and appointments so much easier!

Carlos R.

Integrating Agenzee has significantly improved how we handle producer licenses and carrier appointments. We were happy to kiss our spreadsheets goodbye!

Brian T.

Agenzee has completely transformed how we manage producer licenses. The ease of tracking and renewing licenses across multiple states has been a major time saver. Agenzee is an indispensable tool in our compliance toolkit.

benefits of our insurance license management software

Why Agenzee?

Why invest in the best insurance license tracking software in the USA? Here are a few reasons:

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Save time

Keep team
certified

Analyze your
team compliance standing and take action before it is too late

Audit trail

Compliance violations
can be expensive
eliminate them

Prepare for seasonal spikes

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Supports Insurance Agencies, Carriers, and MGAs with NIPR License Management & NPN Lookup

Agenzee Is Perfect For

Agenzee is versatile enough to meet the needs of various types of leading insurance organizations. Discover our solutions:

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carriers

Manage your producer appointments and maintain compliance effortlessly with Agenzee. Our platform simplifies managing thousands of insurance agent appointments, saving your team valuable time.

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agencies

Agenzee streamlines both license tracking and insurance producer appointment management for agencies, reducing the risk of non-compliance and allowing teams to focus on serving their clients.

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MGAs

MGA operations involve complex compliance requirements. With Agenzee, you can streamline this task by automating license tracking and managing producer appointments from one centralized location.

Streamline Your License Management Anytime, Anywhere!

Available on the
App Store and Google Play

Access instant compliance insights on the go with our mobile app and Apple Watch!

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Schedule a Live 1-On-1
Demo of Agenzee!

Our insurtech experts would be thrilled to give you a personalized demo of how Agenzee can transform your compliance management processes.

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INDUSTRY INSIGHTS FOR INSURANCE AGENCIES, CARRIERS, AND MGAS

Latest Blogs

Read our blog to discover the latest industry insights and trends in license and appointment management.

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What is Insurance Compliance? How to Manage Insurance Compliance Using Software?

What is Insurance Compliance? How to Manage Insurance Compliance Using Software?

Insurance compliance refers to the process by which insurance companies adhere to the rules, regulations, and laws governing their operations. These regulations are established to protect policyholders, ensure market fairness, and maintain the integrity of the insurance industry. Insurance compliance requirements encompass multiple aspects, from licensing and financial reporting to data security and customer service standards. In recent years, regulatory scrutiny has increased, particularly around transparency and ethical practices. Compliance is no longer simply about meeting minimum legal requirements; it’s also essential for building trust, protecting business reputations, and achieving sustainable growth.

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How to Simplify Insurance Producer Database (PDB) Management for Better Compliance

How to Simplify Insurance Producer Database (PDB) Management for Better Compliance

The Insurance Producer Database (PDB) is a centralized platform that compiles essential producer licensing data across all U.S. states, plus the District of Columbia, Guam, Puerto Rico, and the Virgin Islands. For insurance professionals, it serves as a foundational resource that streamlines the verification, tracking, and updating of producer-related information. Accessing a comprehensive and accurate repository like the PDB is critical for managing licenses, appointments, and regulatory changes that influence operational compliance.

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Mastering NIPR: Essential Licensing, Appointments, and Compliance Insights for Agencies, Carriers, and MGAs

Mastering NIPR: Essential Licensing, Appointments, and Compliance Insights for Agencies, Carriers, and MGAs

Navigating the complexities of insurance industries can be daunting. Whether you’re an agency, carrier, or managing general agent (MGA), staying compliant and efficient is a constant challenge. Fortunately, the National Insurance Producer Registry (NIPR) provides solutions that simplify operations, consolidate licensing tasks, and ensure smooth compliance. As a NIPR reseller, we can help you make the most of NIPR’s tools and services. Here’s everything you need to know.

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Everything You Need to Know About Kentucky’s 2025 Appointment Renewals

Everything You Need to Know About Kentucky’s 2025 Appointment Renewals

Kentucky carrier appointment renewals will be calculated on January 1, 2025. Invoices will be generated the following day, January 2, 2025, and will be available on the NIPR website starting January 3, 2025, along with a list of appointments due for renewal. Renewal fees must be paid by 3 pm Eastern Time on March 31, 2025, to avoid cancellations. If the invoice is not settled by 3 pm Eastern Time on June 30, 2025, all appointments will be canceled.

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