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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 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.

LET’S CATCH UP

Connect With Our Team

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.

Let's Talk

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.

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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How AI is Transforming Insurance Carrier Operations, Compliance, and Governance (2026 Guide)

How AI is Transforming Insurance Carrier Operations, Compliance, and Governance (2026 Guide)

Carrying Insurers into the Future In a rapidly shifting industry, this year may be defined by uncertainty as much as growth for insurance carriers, with impacts reverberating across Lines of Authority (LOAs). Researchers predict that rising claims severity, talent shortages, affordability pressures, and accelerating digital transformation demands will dramatically shape the future of carrier experience. For many insurance carriers, AI is the solution. Embracing tools like real-time compliance monitoring and predictive analytics, carriers are harnessing AI to navigate dynamic, evolving risks and elevate operations. While hurdles like enforcing proper AI governance inevitably arise with the rapid adoption of AI in insurance, carriers can implement informed strategies to drive growth and resilience. Specifically, the impact of AI automation on insurance operations and compliance has made it essential to growth. Whether they’re automating appointment management, claims management, or producer onboarding, AI-enhanced strategies will carry insurers into the future of their industry. Expert Insight: “In 2025, 72% of carriers in North America reported that labor shortages were impacting their organization’s ability to grow and manage claims efficiently” – Gallagher Basset

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Hurricane Season Is Here: Preparation Starts Before the First Storm

Hurricane Season Is Here: Preparation Starts Before the First Storm

Hurricane season brings urgency and complexity, especially for adjusters and TPAs responsible for handling claims across multiple states. When a storm is “in the box,” carriers, agencies, and agents may be restricted from writing new business, but claims operations ramp up quickly. Licensing readiness becomes critical. Any gaps can delay deployment, slow response times, and impact service. A proactive approach to adjuster licensing and compliance ensures organizations can scale quickly, remain compliant, and respond effectively when demand is at its highest.

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In 2026 Surplus Lines Tax Filing Requirements Are More Complex Than They Appear

In 2026 Surplus Lines Tax Filing Requirements Are More Complex Than They Appear

Surplus lines tax filing requirements continue to vary widely across states, creating complexity for organizations operating in multiple jurisdictions. While some states allow filings under an agency license, many still require filings to be submitted under an individual license, often with specific restrictions. Understanding these differences is critical to maintaining compliance and avoiding reporting issues. This overview highlights key trends and considerations for 2026, along with the importance of verifying requirements directly with each state’s Surplus Lines Authority.

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How Agencies Get Appointed with Insurance Carriers (2026 Guide): Steps, Compliance, Common Pitfalls & Approval Strategies

How Agencies Get Appointed with Insurance Carriers (2026 Guide): Steps, Compliance, Common Pitfalls & Approval Strategies

Successful insurance agencies know that securing carrier appointments for their producers is essential for maintaining regulatory compliance, supporting smooth operations, and driving revenue. Partnering with the right carrier for your agency needs is crucial for financial stability, positive reputation, effective selling, and a productive carrier-agency relationship. For beginner agencies, however, knowing exactly how to get appointed with insurance carriers can be difficult, especially with rapidly changing regulatory requirements. Additionally, complications managing appointment compliance across agents, brokers, and producers, each with role-based differences and multi-state requirements, can lead to delays, rejected appointments, filing confusion, and visibility gaps. When agencies follow proven steps to getting appointed, they experience faster onboarding, fewer compliance issues, and greater producer success. The insurance carrier appointment process may be complex, but it doesn’t have to be. With expert guidance and an automated appointment compliance management platform, your agency can easily navigate appointment approvals, terminations, and compliance.

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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.