News: Agenzee Assist, White-Glove Compliance Service

Managing
Licensing Appointments Compliance
Made Easy

Simplify Managing Licensing and Appointments with Agenzee

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THE PERFECT BLEND OF TECHNOLOGY AND EXPERTISE

Platform or People, We’ve Got Both

Agenzee

Streamline your process in one platform.

Agenzee Assist

Everything in Agenzee, plus dedicated white-glove service.

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.

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License Applications

Agenzee simplifies new and renewal of licenses for individual and businesses nationwide.

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NIPR Integration

Maintain data accuracy with Agenzee's automated daily NIPR synchronization.

Appointment Management

Track and submit appointments to carrier for processing directly from the platform.

Carrier Appointments

Carriers can easily submit New and Termination appointment requests directly through the platform.

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Regulatory Insights

At a glance, you’ll know when a regulatory action has been reported against a producer or business license.

Rest APIs

Facilitate seamless integrations with Agenzee through robust REST API support, ensuring smooth communication and data exchange.

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Onboarding

Know before you hire. Effortlessly onboard individuals supported by NIPR data, complete contracts, and automate licensing and carrier paperwork.

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AI-Enabled

Conversational AI tool that truly understands your licensing management needs.

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Customers Opinions on Our Services and Products

What Our Customers Say

Find out why our customers are happy they chose Agenzee.

Teddy T.

One of the standout features for us is the direct integration with NIPR, which has turned the once-tedious process of handling bulk renewals into a breeze, allowing us to conserve time for driving sales and supporting our clients.

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!

Taylor F.

With Agenzee, being a one-stop shop for licenses, appointments, and now CE's, this has given our producers more independence to monitor their own progress without feeling like they have to look in multiple places.

Jesse H.

We like the clean, modern look of the system, as well as the dashboard, ability to give admins access to only certain areas, onboarding, packages and the resource library.

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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Supporting Large Insurance Organizations and Solo Practitioners

Agenzee Is Perfect For

agencies

Manage licenses and optimize carrier appointments with advanced workflows.

carriers

Simplify license tracking, manage new appointments, terminations, and more with ease.

MGAs

Automate compliance tasks and manage producer onboarding from a centralized platform.

Solo Producers

Effortlessly manage licenses, renewals, and keep track of your carrier appointments.

THE BEST OF BOTH WORLDS:
TECH & TEAM

Meet Agenzee Assist: Expert Help Is Here.

What If Your Software Came with Expert Backup?

As a leading SaaS provider, we simplify the complex regulatory landscape for insurance agencies, carriers, and MGAs. Our platform manages both licenses and appointments while offering exclusive functionalities designed to streamline your operations and keep you ahead in the competitive insurance sector.

With Agenzee Assist, you get more than software, you get a dedicated account manager to handle the details while you focus on growth.

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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Agencies

Social Security Literacy for Insurance Agents

My Journey to Becoming Social Security Literate In 2011 I began learning about Social Security. I am in the middle of the Baby Boomers and up until that time I had not given it much thought. I would see the estimated monthly benefit but not realize the significant amount of income this would provide for me throughout my retirement years. Then I began learning the rules – how we become eligible for benefits and how those benefits are calculated, what FRA and PIA are, my options as a divorced woman who had taken time off and worked part-time raising my children – it was overwhelmingly complicated. As a civil engineer, I am very detail oriented and love solving puzzles. My self-taught journey into the “tangled world” of Social Security rules was compelling and I literally became obsessed with understanding the details and sharing them with my friends and family, to their bewilderment! In 2013 an opportunity opened for me to teach a basic Social Security course online for CPAs and I jumped at the chance. Unfortunately, I did not yet understand the rigorous requirements needed to meet the high standards of continuing education for NASBA. The first webinar presentations were a challenge, scary really, and a wake-up call on what it takes to meet the expectations of the audience. I was required to repeat several to meet the audience evaluation score needed to be a presenter. I realized that I needed the credibility of a retirement financial designation if I was going to pursue Social Security education and advice, so I enrolled in the CRPC course and passed the exam early in 2014. With my confidence on less shaky ground, I felt confident enough to start a business, Shedden Social Security and Retirement Planning. I began offering free Social Security educational presentations in my community and providing claiming decision analyses and advice for a fee. I found that I enjoyed this very much and that helping people make their most optimal Social Security claiming decision was extremely satisfying. I was passionate and obsessed with helping as many people as I could! In late 2016 I met my co-founder and business partner, Michael Rosedale, a CPA who knew I was teaching online continuing education on Social Security to CPAs. He was getting questions from his clients, and being a very entrepreneurial individual, proposed that we go into business together. We formed NARSSA in 2017 and began selling our five-module Social Security program in August of 2018.

Brokers

California Issues Bulletin #1516 on 2025 Surplus Line Tax Filing Requirements

On January 15, 2026, the California Department of Insurance released Bulletin #1516 detailing surplus line tax filing requirements for the 2025 tax year. All surplus line brokers must submit their annual state tax return through CDI’s Premium Tax Processing System (Online Tax Forms – Sign In) by March 2, 2026. The bulletin provides guidance on tax rates, zero-premium filing obligations, monthly prepayment thresholds, acceptable payment methods, and penalties for late or missed filings. Brokers should review the requirements carefully to ensure timely and accurate submission.

Adjuster Licensing

Illinois Implements Fee Increases for Non-Resident Public Adjuster Licenses in 2026

The Illinois Department of Insurance has implemented updated licensing fees for non-resident public adjusters, effective January 1, 2026. These changes affect both individual and business entity adjusters, including those without a designated home state. With increases to initial application, renewal, and reinstatement fees, organizations must account for higher costs and ensure compliance workflows are adjusted accordingly. This update highlights the importance of proactive license management and accurate tracking across multi-state operations.

Carriers

What Is an U.S. Insurance Carrier? Definition, Role, and Examples

An insurance carrier is a licensed insurance company that underwrites risk, issues insurance policies, collects premiums, pays claims, and assumes the financial responsibility for coverage in the United States. Unlike agencies or brokers, insurance carriers hold the risk on their balance sheets and operate under strict state and NAIC regulatory oversight. This definition is consistent across U.S. jurisdictions and is foundational to how insurance markets, compliance structures, and distribution models function nationwide.