Agenzee Features

Discover the Solutions Agenzee Can Offer to Your Organization!

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Must-Have Features in Insurance License and Compliance Management Software

The Features Our Agencies,
Carriers, and MGA Partners Enjoy!

License Applications

Agenzee simplifies new and renewal of licenses for individual and businesses nationwide.

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NIPR Integration

Maintain data accuracy with Agenzee's automated daily NIPR synchronization.

Appointment Management

Track and submit appointments to carrier for processing directly from the platform.

Carrier Appointments

Carriers can easily submit New and Termination appointment requests directly through the platform.

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Regulatory Insights

At a glance, you’ll know when a regulatory action has been reported against a producer or business license.

Rest APIs

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

Onboarding

Know before you hire. Effortlessly onboard individuals supported by NIPR data, complete contracts, and automate licensing and carrier paperwork.

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AI-Enabled

Conversational AI tool that truly understands your licensing management needs.

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.

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Additional Compliance Tracking

Monitor critical licensing and professional requirements including FINRA, Agent and Broker Federally Facillated Marketplace (FFM), NIPR Non-Reporting States Appointment and Continuing Education (CE).

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Downlining

Master your distribution network with crystal-clear visibility into your hierarchical relationships.

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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!

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

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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.

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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.

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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.

Browse Solutions by Organization Type

Agenzee Is Perfect For

Agenzee is versatile enough to meet the needs of various types of leading insurance organizations. Discover our solutions:

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carriers

Manage your producer appointments and maintain compliance effortlessly with Agenzee. Our platform simplifies managing thousands of insurance agent appointments, saving your team valuable time.

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agencies

Agenzee streamlines both license tracking and insurance producer appointment management for agencies, reducing the risk of non-compliance and allowing teams to focus on serving their clients.

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MGAs

MGA operations involve complex compliance requirements. With Agenzee, you can streamline this task by automating license tracking and managing producer appointments from one centralized location.

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!

Carlos R.

Integrating Agenzee has significantly improved how we handle producer licenses and carrier appointments. We were happy to kiss our spreadsheets goodbye!

Brian T.

Agenzee has completely transformed how we manage producer licenses. The ease of tracking and renewing licenses across multiple states has been a major time saver. Agenzee is an indispensable tool in our compliance toolkit.

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Demo of Agenzee!

Our insurtech experts would be thrilled to give you a personalized demo of how Agenzee can transform your compliance management processes.

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INDUSTRY INSIGHTS FOR INSURANCE AGENCIES, CARRIERS, AND MGAS

Latest Blogs

Read our blog to discover the latest industry insights and trends in license and appointment management.

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10 Must-Know Insurance Trends for 2025 | Future of Insurance

10 Must-Know Insurance Trends for 2025 | Future of Insurance

As we move further into 2025, the insurance industry continues to evolve rapidly, driven by technological advancements, regulatory shifts, and changing consumer expectations. This blog explores the top 10 insurance trends, the tools supporting them, and how Agenzee plays a crucial role in streamlining insurance license and appointment management for carriers, agencies, and MGAs.

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NIPR Licensing Guide: How to Add a New Line of Authority in Any State

NIPR Licensing Guide: How to Add a New Line of Authority in Any State

What is NIPR? The National Insurance Producer Registry (NIPR) is a centralized system that streamlines the insurance licensing process across the United States. It facilitates online applications for insurance producers, adjusters, and other license holders, ensuring compliance with state regulations. By using NIPR, individuals and businesses can efficiently manage new applications, renewals, and modifications to their existing licenses, including adding a new line of authority (LOA) in any state.

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What is a NIPR Reseller? Understanding Their Role in Insurance Compliance

What is a NIPR Reseller? Understanding Their Role in Insurance Compliance

Managing producer licensing and appointments in the insurance industry is no small feat. Between ensuring compliance across multiple states and tracking endless renewal dates, the process can become overwhelming for carriers, agencies, and businesses alike. Fortunately, the National Insurance Producer Registry ( NIPR) steps in to simplify this task. By offering streamlined data services, NIPR provides a centralized platform for managing licensing needs efficiently. But what about NIPR resellers? Who are they, and how do they enhance this process?

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Top 5 Insurance License Renewal Strategies for Busy Agencies

Top 5 Insurance License Renewal Strategies for Busy Agencies

The insurance license renewal process can be confusing due to the complexity of its requirements. However, there are several strategies you can apply to make this process much easier. Here, we’ll explore five (5) key insurance license renewal strategies tailored for busy agencies. These strategies will help streamline the entire renewal process, ensure compliance, and avoid wasting time on manual work and outdated spreadsheets.

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