Learn about our new features

Managing
Licensing Appointments Compliance
Made Easy

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

request your free demo
hero background image
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

view all features

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.

beta

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.

new

interactive dashboards

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

exist

alerts

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

NIPR logo
exist

nipr integration

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

exist

daily synchronization

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

exist

demographic info

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

view all features

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:

View All Benefits

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

read more

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:

background image

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.

background image

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.

background image

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.

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.

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!

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!

download agenzee app from app store download agenzee app from play store
agenzee mobile app shows dashboard

let's catch up!

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.

Schedule My Demo

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.

view all
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.

read more about it read more
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!

read more about it read more
Key Strategies for Managing Insurance Carrier Appointments Effectively

Key Strategies for Managing Insurance Carrier Appointments Effectively

Are you looking for strategies to effectively manage insurance carrier appointments that truly deliver results? Well, look no further! Here, we’re going to delve into the top key strategies for managing appointments for those who aim for maximum efficiency. If you think you’re going to read about the same old, conventional strategies you’ve already heard about, think again. With our guidelines and strategies, you will be able to boost the growth of your business, so keep reading.

read more about it read more
Managing Multiple Insurance Appointments Efficiently: Tips for Agencies

Managing Multiple Insurance Appointments Efficiently: Tips for Agencies

Getting an insurance carrier appointment can be challenging, but managing all these appointments efficiently is even harder. The management processes involve a series of complex steps ranging from meeting deadlines to license renewals. But if you’re looking for ways to improve this management and tackle the obstacles, we have good news for you! In this blog post, we will provide some great tips to help agencies optimize their insurance appointment management processes. Keep reading to equip yourself with the necessary strategies to ensure efficiency and compliance!

read more about it read more
view all