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Scale Your MGA Without Licensing and Appointment Bottlenecks

Streamline producer onboarding, licensing, and carrier appointments so your MGA can launch new programs faster and grow with confidence.

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Trusted by industry leaders

People’s Trust
Synergy Insurance Affiliates
Cozmo Health
Compass
Senior Quote Insurance Services
Policy Watch
SafeLease
Premier Health
People’s Trust
Synergy Insurance Affiliates
Cozmo Health
Compass
Senior Quote Insurance Services
Policy Watch
SafeLease
Premier Health
People’s Trust
Synergy Insurance Affiliates
Cozmo Health
Compass
Senior Quote Insurance Services
Policy Watch
SafeLease
Premier Health
growing

Built for Growing MGAs and Program Administrators

  • Managing General Agencies (MGAs)
  • Program administrators
  • Wholesale brokers and specialty MGAs
  • MGAs operating across multiple carriers and jurisdictions

Benefits to MGAs

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

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Reduce Compliance Risk

Stay aligned with state regulations, carrier requirements, and appointment rules. Avoid penalties, audits, and downstream compliance issues.

Increase Operational Efficiency

Replace spreadsheets and manual follow-ups with automated licensing and appointment workflows built for MGA complexity.

Enable Scalable Growth

Add new carriers, programs, and producers without increasing compliance workload or operational risk.

Improve ROI and Business Control

Spend less time managing compliance tasks and more time expanding programs and strengthening carrier relationships.

Platform or People, We’ve Got Both

See How We Help

One Central Platform for MGA Compliance

Manage producer licensing, appointments, and compliance across carriers and states from a single, centralized platform.

  • Producer license tracking across all states
  • Carrier-specific appointment workflows
  • Real-time compliance validation
  • Automated renewals and alerts
  • Daily NIPR data sync

Agenzee Assist: White-Glove Compliance Support

Everything in the Agenzee platform, plus a dedicated compliance support team to handle operational execution and complex compliance tasks.

  • License and appointment processing
  • Document collection and verification
  • Background questions and work history tracking
  • Automated form filling
  • E-signature form capture and follow-ups
See How We Help

Take Control of Your Producer
Licensing and Appointments

Automate MGA Licensing
Onboard New Hires Faster

Automated Producer License Management

  • Track license status by state and producer
  • Automated renewal and expiration alerts
  • State-specific compliance rules
  • Producer self-service updates

Simplified Appointment Management Across Carriers

  • Appointment tracking by carrier and program
  • Carrier-specific appointment requirements
  • Errors & Omissions (E&O) tracking
  • FINRA and regulatory alignment
Enhance Producer Experience
Appointments

A Better Experience for Your Producers

  • Self-service producer portal
  • Automated renewal notifications
  • Address and compliance update requests
  • Mobile-friendly access

Full Visibility Across Your Distribution Network

  • Hierarchical view of agencies and producers
  • Permission-based access controls
  • Centralized compliance dashboards
  • Real-time regulatory insights
integration
Automate MGA Licensing

Why MGAs Choose Agenzee

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

Efficient Compliance Management

Agenzee automates the complexities of license tracking and renewals, enabling your MGA to operate with enhanced regulatory adherence effortlessly.

Centralized Operations

Break free from the constraints of outdated systems. Agenzee centralizes your license and appointment management, simplifying processes and saving valuable time for your team.

Strategic Resource Allocation

Harness the power of Agenzee’s analytics to make informed decisions. Anticipate and prepare for market shifts, ensuring your MGA is always five steps ahead.

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

See how Agenzee helps insurance carriers automate licensing and appointment workflows, reduce compliance risk, and scale distribution with confidence.

Book Your Personalized Demo

Request a Demo

Schedule a personalized demo to explore how our insurance license management tools can work for you.

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