Agenzee Features

Rest APIs

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

License Tracking

Agenzee offers a crystal-clear overview of all your producers' licensing statuses. With our detailed display, managing and tracking licenses across states becomes a breeze.

License Renewal

Agenzee automates and streamlines the renewal process, ensuring accuracy and timeliness. You can complete the license renewal process directly from our dashboard—and you can even invite your producers to do it themselves!

Regulatory Insight

Agenzee acts as your regulatory radar, scanning for changes and ensuring compliance. At a glance, you’ll know exactly which regulatory actions to take—and how high the stakes are for each one.

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NIPR Integration & Daily Sync

Ensure your data's accuracy and timeliness with Agenzee's seamless NIPR integration. Daily synchronization means your records are always current, eliminating the risk of outdated information.

Mobile App

Manage your compliance tasks on the go with Agenzee's mobile app. It brings the power of desktop management to your pocket, offering convenience and constant connectivity. Our mobile solution ensures you're always in control—wherever you are!

Apple Watch Enabled

View multi-state licenses, carrier appointments, and NIPR information directly on your Apple Watch. Also, access profile details instantly.

Customizable Widgets

Tailor your compliance management strategy with our customization capabilities. Agenzee allows you to adapt to different regulatory requirements with ease, ensuring full compliance across diverse scenarios.

Interactive Dashboards

Agenzee's dashboards offer rich, easy-to-interpret visualizations, turning complex data into actionable insights. These dashboards are more than just informative—they’re a catalyst for informed decision-making.

Appointment Management

With Agenzee, you’ll be able to manage carrier appointments with ease. We provide a structured and easy-to-navigate system, turning what used to be a chaotic process into a smooth and manageable one.

Alerts That Anticipate

Never miss a critical deadline again with Agenzee's proactive alerts. This feature keeps you informed about expiring licenses and appointments, acting as your personal compliance guardian. It's the perfect tool for maintaining uninterrupted compliance and foresight.