Your white-glove managed service

Agenzee Assist

Let our team of industry veterans handle your distribution channel and producer compliance needs,
so you can focus on growing your business.

Schedule a consultation

Our service offerings deliver concierge-level support, including:

Everything in Agenzee Software

Dedicated Account Manager

Producer Onboarding & Activation

Proactive License Management

Managed Carrier Appointments

Regulatory & CE Monitoring

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HOW IT WORKS

Our Process

Free Consultation

We conduct a detailed consultation to evaluate if your organization is a suitable fit for Agenzee Assist.

Onboarding

During the onboarding process, we:

  • Load your business entities and producer force into our platform
  • Take ownership of your distribution channel administration
  • Audit compliance gaps including regulatory actions, and CE statuses
  • Recommend and implement corrective action

Our thorough review of producer and entity records, paired with proven remediation strategies, means your producers can write business the moment opportunity arrives, with zero gaps in licensing, appointments, or CE status.

Focus on What Matters

Once onboarding is complete, you're free to focus on your business, We'll handle distribution channel management from there.

You'll receive regular updates, and your dedicated account manager is always on hand to resolve any issues that may come up.

And with standardized communication protocols built into our platform, the account owner(you) has complete visibility, every step of the way.

Customers Opinions on Our Services and Products

What Our Customers Say

Find out why our customers are happy they chose Agenzee.

Teddy Truong

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.

Bonnie Pino Fraser

After evaluating other solutions, our decisions came down to ease of use, less complexity, costs, and ease of implementation.

Zachary Goetz

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 Bring

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.

Arthur Barlow

Our overall experience with Agenzee has been amazing. From the standpoint of the platform itself, there's information there that allows us to really audit the downline agents and agencies to make sure that they're fully aligned with our model and that everything is going through the proper channels.

Taylor Fisk

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 Haessig

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.

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READY TO GO HANDS FREE

Ready to experience Agenzee Assist?

Let our team of experts handle the details so you can focus on what matters most to your business.

Let's Talk

I HAVE A QUESTION ABOUT...

FAQs

Agenzee is an automated platform that helps insurance agencies, carriers, brokers, MGAs, FMOs, and TPAs manage licensing, carrier appointments, renewals, and regulatory documentation in-house.

With our managed service platform, Agenzee Assist, we run the Agenzee software for you. In addition to every feature in Agenzee, Agenzee Assist provides insurance organizations with a dedicated team of experts to execute distribution channel and producer lifecycle management on their behalf.

Yes. As an add-on managed service, Agenzee Assist integrates directly with your existing Agenzee account, combining the power of our platform with expert human oversight.

Your dedicated licensing expert is the single point of contact for your distribution channel and producer compliance needs. To communicate with your account manager, Agenzee Assist follows a centralized, streamlined communication protocol that includes artifact storage and is fully contained within the application.

Yes, your account manager will provide regular reporting on compliance status, and you and your producer force will receive important alerts directly from the platform.

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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Why Insurance Licensing & Compliance Management Should Be a Pillar of Your Business

Why Insurance Licensing & Compliance Management Should Be a Pillar of Your Business

Every insurance organization wants to grow. Whether you’re adding new producers, expanding into additional states, or strengthening carrier relationships, growth is the goal. But sustainable growth doesn’t happen by accident. Behind every successful agency, brokerage, MGA, IMO, or carrier is a solid operational foundation. One of the most important, and often overlooked, parts of that foundation is licensing and compliance management. When licensing is managed well, producers can begin selling sooner, appointments remain current, renewals stay on track, and administrative teams spend less time resolving preventable issues. When it isn’t, the consequences can ripple throughout the organization, affecting revenue, compliance, and the overall producer experience.

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What Is Errors and Omissions (E&O) Insurance? A Guide for Insurance Agencies

What Is Errors and Omissions (E&O) Insurance? A Guide for Insurance Agencies

Errors and omissions (E&O) insurance is a type of professional liability coverage that protects individuals and businesses against claims involving negligence, errors, and omissions. E&O insurance typically protects against the financial and reputational losses that can result from professional oversight, rather than bodily injury or property damage. E&O insurance provides important coverage for insurance agents and agencies. Because they advise clients, interpret policies, recommend coverage, process insurance transactions, and provide other complex policy-management services in a highly regulated environment, agencies are especially prone to E&O exposure. Obtaining E&O insurance provides agencies protection against potential losses due to mistakes, failed disclosures, lawsuits, and allegations.

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Mid-Summer Check-In: Are You Actually Prepared?

Mid-Summer Check-In: Are You Actually Prepared?

Every insurance organization encourages policyholders to prepare before disaster strikes, yet many never stop to evaluate whether their own internal operations are equally prepared. As hurricane season reaches its peak, this is the perfect time to assess not only emergency supplies and disaster recovery plans, but also the operational processes that keep producers licensed, appointments current, and customers supported. Let’s explore why true preparedness extends beyond weather plans and how proactive operational visibility helps organizations remain resilient when business continuity matters most.

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Insurance Agents vs. Adjusters: Roles, Responsibilities, and Why Both Matter

Insurance Agents vs. Adjusters: Roles, Responsibilities, and Why Both Matter

Insurance agents and adjusters perform different functions within the insurance process: Agents help customers obtain and maintain insurance coverage, while adjusters evaluate and manage claims after a loss occurs. Agents are primarily involved in insurance distribution, while adjusters are involved in claims management. Definition – Insurance Agent Agents contribute to the policy lifecycle by helping customers secure coverage, explaining policy terms, and assisting with policy-related administrative processes. Definition – Insurance Claims Adjuster Adjusters contribute to the claims lifecycle, becoming involved after the policyholder files a claim to seek reimbursement for a covered loss. Depending on the type of adjuster, an insurance adjuster may manage a claim on behalf of the insurer, while public adjusters represent the insured policyholder. Agents and adjusters make unique contributions to the insurance industry and operate at different stages of the insurance process. This blog explores their differences to help customers, insurance carriers, agencies, adjusting firms, and other organizations make informed decisions to best suit their needs.

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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!

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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.