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What Agenzee Does For Your Business

Efficiently manage your producers with our comprehensive workflow management system.
View and prioritize pressing actions within a single dashboard.

Producer License

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

Appointment Workflow

Efficient workflows to manage all aspects of your producers' appointments in an 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 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.

Custom groupings of states, LOAs and license classes

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

Benefits

We give you the visibility into your business that
you need—anytime, anywhere.

Compliance violations
can be expensive.
Eliminate them

Save
time

Keep your team
certified

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

Prepare for
seasonal spikes

Audit trail

Protect Your Organization

Agenzee can improve visibility into licenses, appointments, regulatory
actions, for all your producers you do business with.

Integrations

Agenzee provides integration with multiple platforms
and more to come.

Microsoft Office
National Insurance Producer Registry (NIPR)
Salesforce
WebCE
Workday

Ready to experience
Agenzee?

Our team is on standby to answer any questions.

Contact Us