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.
can be expensive.
Eliminate them
Save
time
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.