Take Control of Your
Agency’s Licensing

Automate license tracking, reduce compliance risk, and stay audit-ready — all in one centralized dashboard built for insurance agencies.

See How We Automate Licensing

Trusted by industry leaders

Built for Growing Agencies and Brokers

Multi-state call centers
Agencies writing national insurance programs
Digital agencies and aggregators
Multi-state quote providers
Local agencies going regional or national
Wholesale brokers (BGAs)
Embedded insurance platforms managing compliance
Franchised agency networks

Benefits to Agencies

Automate license tracking and renewals so you can spend less time on compliance and more time growing revenue, leading teams, and serving clients.

Eliminate Manual Tracking

Centralize license, renewal, and appointment data in one system, reducing spreadsheets and repetitive follow-ups.

Save Time on Administrative Tasks

Automated alerts, renewals, and status updates free staff from time-consuming compliance work.

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Reduce Errors and Rework

Minimize missed deadlines, incorrect filings, and compliance gaps with real-time data validation.

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Lower Compliance Stress

Clear visibility and proactive notifications remove the pressure of last-minute compliance issues.

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Reduce Compliance Risk

Stay aligned with state regulations and avoid costly penalties, audits, or license lapses.

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Increase Operational Efficiency

Streamlined licensing workflows reduce overhead and dependency on manual processes.

Enable Scalable Growth

Expand into new states or add producers without increasing compliance complexity.

Improve ROI and Business Control

Less time spent on compliance means more focus on revenue, strategy, and client growth.

Platform or People, We’ve Got Both

See How We Help

Agenzee Platform

A Centralized Licensing Platform for Agencies

Automated renewal alerts
Centralized compliance dashboard
Self-serve CE tracking tools
Priority support
And More...

Agenzee Assist

Everything in Agenzee, plus dedicated white-glove service.

Done-for-you renewal processing
Dedicated expert providing compliance insights
Proactive monitoring & validation of CE
Front-of-the-line expert support
And More...

See How We Help

Take Control of Your Producer
Licensing and Appointments

Automate Agency Licensing

Onboard New Hires Faster

New License Applications
License Tracking
Document Storage
Background Questions & Work History
Automated Form Filling
E-signature Form Capture

Enhance Producer Experience

License Renewals
Expiration Alerts
Self-Service Portal
Submit Address Change Requests
Mobile and Wearable App

Appointments

Appointment Tracking
New Appointments & Terminations
Appointment Workflow

Integration

NIPR
Dropbox
Azure Cloud Storage
Rest APIs
Custom Integration
AI Enabled

Additional Compliance Tracking

NIPR Non-Reporting States Appointment
Regulatory Actions
Continuing Education (CE)
AB FFM
FINRA
Errors & Omissions Insurance (E&O)

Enhanced Visibility & Control

Downlining - Hierachical overview of your distribution network
Permission-based new license applications for producers

Automate Agency Licensing

Why Insurance Agencies Choose Agenzee

Agenzee is trusted by insurance agencies to simplify compliance, improve accuracy, and support scalable growth across complex producer networks.

Streamlined Operations

Say goodbye to traditional spreadsheets and manual tracking! Agenzee is an automated license and appointment management solution that will save your team hours of time each week.

Enhanced Compliance

Agenzee provides a proactive approach to compliance management with features like automated alerts for expiring licenses and regulatory changes. Never miss a deadline again!

Data-Driven Decision Making

Agenzee’s interactive dashboard offers you insights to optimize resources, anticipate seasonal spikes, and maintain a robust audit trail.

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.

Schedule Your Personalized
Demo Today

Our insurtech experts are ready to give you a tailored demo on how Agenzee can transform your licensing and appointments management processes.

Book Your Personalized Demo

Take Control of Your Agency’s Licensing