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Managing
Licensing Appointments Compliance
Made Easy

Meet Agenzee, your partner in
managing licenses and appointments with ease!

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Trusted by industry leaders

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.

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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demographic info

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

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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.

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.

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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Mastering Compliance Management in the Insurance Industry: Challenges, Solutions, and Best Practices

Mastering Compliance Management in the Insurance Industry: Challenges, Solutions, and Best Practices

In the insurance sector, compliance management involves overseeing regulatory requirements that ensure companies adhere to state and federal laws. This includes tracking agent licensing, ensuring policy accuracy, and adhering to industry-specific regulations. For insurance agencies, carriers, and MGAs, managing compliance is critical to avoid legal repercussions, protect consumer data, and maintain trust in operations. The complexity of regulations makes compliance management essential for long-term success.

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Experience Agenzee Live: In-Person Demo at PIA Florida’s Tradeshow or via Live Stream

Experience Agenzee Live: In-Person Demo at PIA Florida’s Tradeshow or via Live Stream

This year, Agenzee is thrilled to participate in the PIA Annual Meeting and Tradeshow, taking place October 15-16 in sunny Daytona Beach. Discover how Agenzee’s innovative solutions can transform your insurance operations with our live 30-minute demonstrations. We are excited to showcase our groundbreaking approaches to streamline processes, reduce administrative burdens, and enhance your business efficiencies. Demo Opportunities: Live Demo at the PIA Event: Join us in person to experience a hands-on demonstration of our latest offerings on October 16 at 10:30 AM ET. Agenzee Live Streaming: For those who prefer to engage virtually, tune into our LinkedIn Live Stream at the event on October 16 at 11:30 AM ET.  

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Insurance License Tracking: Overcoming Common Compliance Hurdles

Insurance License Tracking: Overcoming Common Compliance Hurdles

If you work in insurance, you probably already know that license tracking presents an array of complexities and challenges. From understanding diverse state requirements and renewal dates to managing multiple licenses for numerous agents, the intricacies are seemingly endless! Without efficient license and appointment management, maintaining compliance can become a daunting task, resulting in: Potential fines Legal issues Loss of business credibility Effective tracking systems and processes are crucial to ensure that all necessary licenses and appointments are current and accurately documented, safeguarding your organization’s reputation and operational integrity. Let’s take a closer look at some common compliance hurdles faced by insurance companies and how effective license tracking can help overcome them.

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How Technology Is Changing Insurance Agent Appointments for the Better

How Technology Is Changing Insurance Agent Appointments for the Better

Technological advancements have revolutionized the management of insurance agent appointments. Moreover, they are transforming the operational processes of the entire insurance industry. Most companies are already recognizing the importance of adapting to these advancements and abandoning traditional methods. To advance in this new era of innovation, you need to adopt measures that optimize efficiency while ensuring that you maintain compliance. In this article, we will demonstrate how technology is changing the insurance agent appointment process for the better. And, finally, we will share with you the single tech innovation that’ll enhance your competitiveness in the future!

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