Ready to leave spreadsheets and legacy systems in 2023?

Meet Agenzee, your partner in managing your team's NIPR insurance licenses and carrier appointments with ease!

Our state-of-the-art insurance license tracking software is designed to save you time by automating the administrative tasks that eat up your team's precious hours:

Compliance management

License management and renewal

Appointment management

Regulatory oversight

Who Agenzee Helps

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

For 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.

For 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.

For 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.

How the Top Insurance License Management Software in the USA is Revolutionizing the Insurance Industry

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.

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.

Appointment Workflow

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

Interactive Dashboards

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

Alerts

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

NIPR

NIPR integration

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

Daily Synchronization

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

Demographic Info

Get up to date producer biographic information through the producer dashboard.

Customize LOA

Flexibility to group your workforce’s different requirements to assure 100% compliance.

Discover All of Agenzee's Features

Interested to learn how Agenzee can optimize your organization's compliance
management processes? Look at our complete list of features and see
the power of Agenzee for yourself!

What Our Customers Say

Find out why our customers are happy they chose Agenzee.

TD

Tasha D.

We've been using Agenzee at Great Harbor Insurance, 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.

CR

Carlos R.

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

BT

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.

AF

Angela F.

Agenzee is a surprisingly intuitive platform. It helps us stay ahead of compliance deadlines and maintain accurate records. It has become a real asset for our agency!

Benefits of Our Insurance License
Management Software

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

Save
time

Keep team
certified
Compliance violations
can be expensive.
Eliminate them

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

Prepare for
seasonal spikes

Audit trail

mobile-icon

Now Available on
App Store.

View your compliance standing wherever you are with our mobile app!

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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.

Insights

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

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Insurance Compliance Management Software: 5 Tips For Successful Adoption

Let’s imagine for a moment… Elizabeth is a compliance officer at a large insurance agency in Florida. It’s a typical Thursday morning, and Elizabeth is already at her desk, sifting through a list of new regulatory requirements. The insurance industry doesn’t sleep, and neither does the need for vigilance in maintaining compliance. For Elizabeth, the stakes are high—a slip-up isn’t just about potential fines, it’s about losing the trust of her clients. Luckily for her, the agency she works for recently invested in an insurance compliance management software solution—a major upgrade from the spreadsheets and manual processes they used before. Elizabeth boots up her laptop, ready to dive into the compliance management software that serves as her main guide through the tangled web of rules and company policies. Her success hinges on how effectively she can use this tool. If this situation sounds familiar,  then you know how vital insurance compliance management software is for maintaining the integrity of your agency. But investing in a new tool isn’t enough—the real challenge lies in successfully adopting and integrating it into your workflow. Follow along as we discuss five essential tips that can aid the adoption of insurance compliance management software, tips that could make a real difference for compliance professionals like Elizabeth (and you!)

23 Feb 2024 10 min read
Insurtech Agencies
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