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A PDB will generally provide information on an insurance producer's licensing status, appointment status, and any disciplinary actions that have been taken against the producer. Visit the Producer Database page for more information.

Agenzee simplifies the process of NIPR license renewal by establishing direct synchronization with the National Insurance Producer Registry. This integration allows users to manage and renew their licenses directly from the Agenzee dashboard. Once you're on the dashboard, you can view all the necessary licensing details, the status of your licenses, and any pending renewals.

With just a few clicks, you can initiate and complete the renewal process. This feature enhances the convenience of license management for insurance agents and reduces the time spent on administrative tasks.

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.

Agenzee displays information on insurance agent appointments by maintaining a comprehensive and up-to-date database of all registered insurance agents acting on behalf of insurers. This data is sourced from various state insurance departments and includes detailed profiles of each agent, their licensing status, appointment history, and any relevant compliance information.

Through Agenzee, you can view the specifics of an agent's appointment, including the insurer they represent, the type of insurance products they are authorized to sell, and the states in which they are licensed to operate. This information is crucial for both insurers and customers, as it ensures transparency and verifies the legitimacy of the agent.

Agenzee offers an easy way to track your producers' licenses and see which ones are about to expire. Within our dashboard, you'll be able to see the expiration date for each producer's license as well as the status of any disciplinary actions that have been taken.

State rules vary on the process of changing residency status. You need to contact the states directly for specific instructions. If you need to change your resident state, please contact us and we will be happy to assist you.

You cannot change your address or contact information within an application. To update individual licensee address, phone, and email data, submit a request via the Contact Change Request (CCR) tool. It takes 3-5 days to process a change made through CCR. Learn more about contact change requests.

You need to contact the state directly to make any changes to your date of birth, SSN, or FEIN.

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.

Yes. The non-resident licenses will expire along with the expiration of your resident license.

Yes, Agenzee offers a feature to facilitate the bulk addition of agents. This is particularly beneficial when managing many insurance producers, providing a simplified approach to maintaining and managing their license statuses.

To utilize this functionality, you can upload a comma-separated values (CSV) file that contains the National Producer Numbers (NPNs) of all the agents you wish to add. It's important to ensure that all NPNs are correctly separated in this CSV file to prevent any upload errors.

Once the file is uploaded and processed, all listed insurance producers will be added to your dashboard. You will then be able to monitor and manage their insurance producer licenses efficiently, including tracking license renewals, identifying upcoming expirations, and viewing any regulatory actions. This bulk upload feature significantly reduces the administrative load and enhances the efficiency of license management within your organization.

If you know their name and license number, you can find the NPN with NIPR.

Insurance license management software assists with the organization, renewal, and compliance tracking of insurance licenses. It's a comprehensive solution that keeps track of license statuses, renewal dates, and CE requirements. It often includes features like reminders for renewals and CE requirements, bulk license renewals, and easy storage and access for license documents.

In contrast, insurance license tracking software primarily monitors the validity of licenses. It is a record of all active and expired licenses and sends notifications when licenses are due for renewal. It essentially helps to ensure that all licenses are valid and up-to-date.

Agenzee, however, combines both of these functionalities. As a comprehensive insurance license management and tracking solution, it offers features that help you keep track of and manage various aspects of insurance licenses in one place. It alerts you about upcoming renewals and allows you to renew licenses directly from the platform.

Simultaneously, it monitors all active and expired licenses to help you maintain compliance. We aim to streamline and simplify the license management process for insurance professionals, freeing up their time to focus more on their core responsibilities.

Yes, Our mobile app is available on the App Store and Google Play Store. Producers and agents can easily keep track of their appointments, licenses, and other important information while on the move.

Agenzee is committed to enhancing its platform continually and significantly, with our team rolling out new features and updates every single month.

This relentless pursuit of innovation allows us to stay one step ahead of industry needs, and it reflects in our commitment to user experience and satisfaction. By regularly implementing updates and improvements, we ensure that our platform stays user-friendly, secure, and efficient.

Yes, our 5-star customer care team is available to assist you with any questions or issues you may have. Our team is dedicated to providing prompt and helpful assistance to ensure a smooth experience for all our users. Our office hours are from Monday to Friday, 8:00 AM to 4:30 PM.