Agenzee Assist

Let our team of industry experts handle your compliance needs, so you can focus on growing your business.

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Move Beyond Software. Gain a Dedicated Team.

What You Get with Agenzee Assist

Everything in Agenzee

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License applications processing

Carrier appointments

Regulatory action monitoring

CE tracking oversight

Proactive license renewal management

Centralized licensing documentation

License status verification

Producer readiness validation

Weekly activity reporting

Dedicated Account Manager

Concierge-level support

HOW IT WORKS

Our Process

Consultation

We meet to assess your needs and goals. We conduct a detailed consultation to understand your operation. Every requirement is reviewed carefully.

Sign Up and Onboard

Once you're ready to move forward, signing up is easy. You'll be provided hands-on guidance from the very beginning. You’re paired with a dedicated account manager for personalized support.

Focus on What Matters

Regular check-ins ensure we’re meeting the goals we defined together. You maintain oversight while we handle execution so you can focus on growing your business.

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!

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.

LET’S CATCH UP

Schedule a Consultation

Stop managing compliance and start forgetting about it. Let our team of experts handle the details so you can focus on what matters most to your business.

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I HAVE A QUESTION ABOUT...

FAQs

Agenzee is an automated licensing and carrier appointment management platform that helps you proactively track and manage compliance tasks, allowing you to make data-driven decisions. Agenzee Assist takes it further by providing a dedicated account manager to handle renewals, CE tracking, applications, and more on your behalf.

Yes, Agenzee Assist is an add-on service that integrates directly with your existing Agenzee account, enhancing its functionality with a human oversight component.

You will have a single point of contact for all your licensing and carrier appointment needs. They’ll be available to answer questions, provide updates, and ensure all tasks are completed smoothly.

Yes, you’ll have access to instant tracking and reporting through your Agenzee dashboard, along with regular updates from your compliance manager.

Yes, Agenzee Assist is designed to support businesses of all sizes. All you need to get started is your business entity NPN (National Producer Number), it’s that simple!

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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Nevada Enforces New Fingerprinting Requirements for License Applicants

Nevada Enforces New Fingerprinting Requirements for License Applicants

Beginning January 26, 2026, the Nevada Division of Insurance will enforce a new fingerprinting requirement designed to ensure applicants follow the correct licensing sequence. Applicants must first submit a license application through the NIPR or Sircon and provide a confirmation ID or transaction number on the Fingerprint Authorization Form before visiting a fingerprint vendor. This update supports DPS and FBI standards and aims to reduce processing delays, rejected fingerprints, and unnecessary costs for applicants and organizations.

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Wyoming DOI Emphasizes Accurate Company Contact Information for Regulatory Compliance

Wyoming DOI Emphasizes Accurate Company Contact Information for Regulatory Compliance

As regulatory communication continues to move toward digital-only delivery, the Wyoming Department of Insurance (DOI) is reinforcing the importance of accurate and up-to-date company contact information. In a January 2026 notice, the Department reminded all licensed insurance companies that critical correspondence—including appointment renewals, annual assessments, and consumer complaint notices—will be sent exclusively via email. Insurers are urged to promptly review and update their contact records through the Wyoming Company Address Change Portal to remain compliant and avoid missed deadlines.

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Insurance License Management: The Compliance Backbone for Modern Agencies, Carriers, and MGAs

Insurance License Management: The Compliance Backbone for Modern Agencies, Carriers, and MGAs

Licensing forms the backbone of trust and compliance in the insurance industry. Every agency, carrier, and managing general agent (MGA) operates under strict state and federal regulations that define who can sell, solicit, or negotiate insurance products. Despite its importance, license management is often one of the most complex and time-consuming parts of insurance operations. The cost of getting it wrong is high. Licensing errors can result in regulatory fines, suspension of appointments, and loss of business credibility. However, organizations that manage licenses effectively gain a strategic edge. Efficient license management accelerates producer onboarding, supports rapid market expansion, and enhances relationships with carriers and regulators. This article explores the importance of insurance license management, the challenges organizations face, and how automation is transforming this once manual process. It also highlights how Agenzee helps agencies, carriers, and MGAs modernize compliance operations.

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Iowa Adds Preneed Seller and Sales Agent Licenses to Electronic Licensing Channels

Iowa Adds Preneed Seller and Sales Agent Licenses to Electronic Licensing Channels

Effective February 13, 2026, the Iowa Insurance Division will introduce new Preneed Seller and Sales Agent license classes for electronic processing through NIPR gateway systems. These licenses will be visible in the Producer Database and available across resident, non-resident, and no-home-state licensing and renewal transactions. The update brings new application requirements, review workflows, affiliation rules, and fee structures that will impact both business entities and individual applicants operating in Iowa’s preneed market.

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Supporting Large Insurance Organizations and Solo Practitioners

Explore Solutions

Agenzee is versatile enough to meet the needs of various types of leading insurance organizations.

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agencies

Manage licenses and optimize carrier appointments with advanced workflows.

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carriers

Simplify license tracking, manage new appointments, terminations, and more with ease.

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MGAs

Automate compliance tasks and manage producer onboarding from a centralized platform.

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Solo Producers

Effortlessly manage licenses, renewals, and keep track of your carrier appointments.

Everything in Agenzee

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!

Apple Watch Enabled

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.