It's Time to Your Spreadsheets
Now you can finally take the stress out of managing licensing and carrier appointments.
Automation vs Spreadsheets
WELCOME FAIA MEMBER
What If Managing Licenses Was Actually Easy?
Say goodbye to manual data entry, missed deadlines, and scattered spreadsheets. Agenzee automates license tracking, renewals, and carrier appointments, so you can focus on growing your business.
What’s in it for You?
With Agenzee, You’ll Gain:
Peace of Mind
Proactive alerts keep you ahead of every deadline.
More Time for Your Business
Automate compliance tasks and reclaim your time.
Trustworthy Solution
Partner with a trusted NIPR Reseller for seamless service.
Savings You Deserve
Your FAIA membership unlocks 20% off, so you can save while staying compliant.
Trusted by industry leaders
HOW WE HELP
Turn Compliance From a Burden Into a Benefit
Ask us how we help Florida agencies like yours save time and stay clear of costly compliance fines.
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
- New License Applications
- License Tracking
- Document Storage
- License Renewals
- Expiration Alerts
- Mobile and Wearable Applications
Appointments
CARRIERS and MGAs
- Appointment Tracking
- New Appointments & Terminations
AGENCIES
- Appointment Tracking
- New Appointments & Terminations
- Appointment Workflow
Integrations
- 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
on your palm & in your watch
Access Instant
Insights on the Go.
Available on the App Store and Google Play
Sell More. Stress Less.
Why Florida Agencies Choose Us
Nationwide New License and Renewal Applications
Apply for and manage licenses seamlessly across all states through a streamlined process.
Streamlined Appointment Management
Simplify the process of managing appointments with clear, easy-to-use tools.
Regulatory Actions Tracking
Stay ahead by monitoring regulatory actions, empowering you to address issues proactively.
NIPR Integration
Maintain data accuracy with Agenzee's automated daily NIPR synchronization
Automation at its Best
Eliminate manual tasks with automated workflows that simplify license renewals, reduce errors, and save valuable time.
Alerts That Anticipate
Never miss a renewal or compliance deadline with instant notifications and proactive updates.
Intuitive Dashboards
Track compliance, monitor progress, and gain actionable insights with our interactive dashboards designed for efficiency.
AI-Enabled
Conversational AI tool that truly understands your licensing management needs.
Customer Testimonials
What Our Customers Say
Find out why our customers are happy they chose Agenzee.
FAIA exclusive offer:
Enjoy 20% Off
How to Get Started
Schedule a Product Demo
Speak with an Agenzee expert to explore how we can meet your licensing compliance needs.
Sign up for Agenzee
Activate your FAIA 20% service fee savings
Focus on What Matters
Let Agenzee handle ways you can streamline your licensing and carrier appointment processes while you grow your business.
Have a Question?
Frequently Asked Questions
What is the minimum requirement to get started?
To get started, you’ll need to sign up for the platform with a minimum of two National Producer Numbers (NPNs): one for your business entity and one for a producer.
Will i get alerts about the renewal or expiration of my licenses from Agenzee?
Yes! We will send you an alert to remind you of any upcoming renewals or expirations. You can also log in to your account to view the expiration date for each license as well as corresponding regulatory actions.
How often is license information updated from NIPR to Agenzee?
Agenzee updates license data at least once a day. Agenzee acquires data updated from NIPR every night between 10 p.m. and 6 a.m.
How can I take advantage of the FAIA 20% discount?
Getting your FAIA discount is simple, just complete our "Talk To Us" form and mention your FAIA membership. Our team will automatically apply your 20% service fee savings when we contact you. That's it, no extra steps required.
Let’s Talk
Let's discuss your questions, goals and explore how Agenzee can streamline your licensing and appointment management processes.