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Automation vs Spreadsheets

BREAK UP WITH YOUR SPREADSHEETS

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 membership unlocks 20% off, so you can save while staying compliant.

Trusted by industry leaders

People’s Trust
Synergy Insurance Affiliates
Cozmo Health
Compass
Senior Quote Insurance Services
Policy Watch
SafeLease
Premier Health
Evertree Insurance
Voldico
SCALI Insurance Group
CompRe

HOW WE HELP

Turn Compliance From a Burden Into a Benefit

Ask us how we help insurance professionals like yourself save time and stay clear of costly compliance fines.

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
CARRIERS and MGAs
  • Appointment Tracking
  • New Appointments & Terminations
AGENCIES
  • Appointment Tracking
  • New Appointments & Terminations
  • Appointment Workflow
  • NIPR
  • Dropbox
  • Azure Cloud Storage
  • Rest APIs
  • Custom Integration
  • AI Enabled
  • NIPR Non-Reporting States Appointment
  • Regulatory Actions
  • Continuing Education (CE)
  • AB FFM
  • FINRA
  • Errors & Omissions Insurance (E&O)
  • 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

agenzee mobile app shows dashboard

Sell More. Stress Less.

Why Choose Us

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.

Nationwide New License and Renewal Applications

Apply for and manage licenses seamlessly across all states through a streamlined process.

Smart 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 logo

NIPR Integration

Maintain data accuracy with Agenzee's automated daily NIPR synchronization

Customer Testimonials

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.

exclusive offer:
Enjoy 20% Off

How to Get Started

Schedule a Demo

Schedule a 1:1 Demo

Speak with an Agenzee expert to explore how we can meet your licensing compliance needs.

Sign up for Agenzee

Activate your 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.

Schedule a Demo

Have a Question?

Frequently Asked Questions

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.

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.

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.

Simply let our team know you’re a Gallagher Affinity Program member (NAPA or 360 Coverage Pros), and we’ll apply your 20% service fee savings—no extra steps required.

insurance-cycle

Let’s Talk

Let's discuss your questions, goals and explore how Agenzee can streamline your licensing and appointment management processes.

Let’s Talk

Let's discuss your questions, goals and explore how Agenzee can streamline your licensing and appointment management processes