Agenzee for Carriers

Elevate your insurance carrier operations with Agenzee, where seamless license management and compliance optimization converge to enhance your operational efficiency.

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WHAT CARRIERS APPRECIATE ABOUT AGENZEE

The Features Insurance
Carriers Require

Automated License Tracking

Agenzee automates the tracking of licenses across multiple jurisdictions, ensuring that every producer is licensed and up-to-date.

New License Applications

Agenzee simplifies individual license applications nationwide, ensuring a seamless process from the start.

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Appointment Management

Manage appointments with unrivaled ease. No more manual tracking or spreadsheets!

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interactive dashboards

Specialized dashboards provide carriers with a unique view into their operations, offering insights that drive strategic decisions.

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Timely Alerts

Stay ahead of the curve with alerts on key compliance dates and regulatory changes. With Agenzee, you’re always prepared.

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Seamless nipr integration

Daily updates from NIPR keep your data fresh and accurate. This integration is essential for carriers managing large numbers of agents and appointments.

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Strategic Resource Management

Utilize Agenzee's insights to better allocate resources, especially during peak times. This foresight is invaluable for carriers managing large-scale operations.

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Audit Trail

Maintain impeccable records and an audit trail for compliance and internal reviews. Agenzee makes it easy to track every action and decision.

Choose the Compliance Solution That Is Right for You

Platform or People, We’ve Got Both

Agenzee

Streamline your process in one platform.
  • Automated Renewal Alerts
  • Centralized Compliance Dashboard
  • Self-serve CE tracking tools
  • Priority support
  • And More...

Agenzee Assist

Everything in Agenzee, plus dedicated white-glove service.
  • Done-for-you renewal processing
  • Dedicated expert providing compliance insights
  • Proactive monitoring & validation of CE
  • Front-of-the-line expert support
  • And More...

WHY IS AGENZEE THE IDEAL INSURANCE LICENSE MANAGEMENT SOLUTION FOR CARRIERS?

Why Choose Us?

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

Centralized License Management

Forget the hassle of disparate systems. Agenzee offers a centralized hub for compliance—making it easy to manage thousands of insurance licenses, streamline processes, and save countless hours.

Robust Compliance Management Tools

Stay on top of regulatory requirements with ease. Agenzee's compliance management tools, including real-time alerts for expiring licenses and regulatory updates, keep you consistently compliant.

Customizable Dashboards For Carriers

Make informed decisions with Agenzee's tailored dashboards. These tools offer you a deep dive into your data, facilitating strategic planning and operational adjustments.

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.

Why Our Carrier Partners Chose Agenzee Over the Competition

Why Agenzee Is the
First Choice?

Discover the Carrier Difference

Superior to Traditional Methods

Agenzee transcends the limitations of traditional methods like spreadsheets, offering a tailored solution that saves time, reduces errors, and enhances data accuracy and accessibility.

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Advantage Over CRMs

While CRMs are great for client management, they fall short in license and appointment tracking. Agenzee fills this gap, providing a comprehensive solution specifically designed for carriers' needs.

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Leading in Insurance License Management

Agenzee surpasses other insurance license management software with its comprehensive features, user-friendly interface, and carrier-specific functionalities.

Discover the Carrier Difference

MUST-HAVE FEATURES IN INSURANCE LICENSE AND COMPLIANCE MANAGEMENT SOLUTIONS

Discover All of Agenzee's Features

Interested to learn how Agenzee can optimize your organization's compliance management processes? Look at our complete list of features and see the power of Agenzee for yourself!

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What You Get When You Choose Agenzee

Stay Ahead of the Competition

Continuous Feature Updates

Agenzee constantly evolves, adding new features to meet the dynamic needs of the insurance industry. We keep carriers like yours at the forefront of efficiency and compliance.

Exceptional Carrier Support

Experience unparalleled support tailored to carriers. Our team is always ready to assist, guide, and ensure you maximize the benefits of our platform.

Be Part of the Agenzee Revolution

Joining Agenzee means being at the forefront of transforming how insurance carriers manage compliance. Be a part of a community that's reshaping the insurance landscape.

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Schedule a Live 1-On-1
Demo of Agenzee!

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

Schedule My Demo

INSURANCE LICENSE & COMPLIANCE MANAGEMENT SOLUTIONS FOR ALL

Explore Other 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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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.

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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Social Security Literacy for Insurance Agents

Social Security Literacy for Insurance Agents

My Journey to Becoming Social Security Literate Boost your Social Security knowledge to better advise clients and elevate your insurance practice with essential literacy tips and proven strategies. Then I began learning the rules – how we become eligible for benefits and how those benefits are calculated, what FRA and PIA are, my options as a divorced woman who had taken time off and worked part-time raising my children – it was overwhelmingly complicated. As a civil engineer, I am very detail oriented and love solving puzzles. My self-taught journey into the “tangled world” of Social Security rules was compelling and I literally became obsessed with understanding the details and sharing them with my friends and family, to their bewilderment! In 2013 an opportunity opened for me to teach a basic Social Security course online for CPAs and I jumped at the chance. Unfortunately, I did not yet understand the rigorous requirements needed to meet the high standards of continuing education for NASBA. The first webinar presentations were a challenge, scary really, and a wake-up call on what it takes to meet the expectations of the audience. I was required to repeat several to meet the audience evaluation score needed to be a presenter. I realized that I needed the credibility of a retirement financial designation if I was going to pursue Social Security education and advice, so I enrolled in the CRPC course and passed the exam early in 2014. With my confidence on less shaky ground, I felt confident enough to start a business, Shedden Social Security and Retirement Planning. I began offering free Social Security educational presentations in my community and providing claiming decision analyses and advice for a fee. I found that I enjoyed this very much and that helping people make their most optimal Social Security claiming decision was extremely satisfying. I was passionate and obsessed with helping as many people as I could! In late 2016 I met my co-founder and business partner, Michael Rosedale, a CPA who knew I was teaching online continuing education on Social Security to CPAs. He was getting questions from his clients, and being a very entrepreneurial individual, proposed that we go into business together. We formed NARSSA in 2017 and began selling our five-module Social Security program in August of 2018.

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California Issues Bulletin #1516 on 2025 Surplus Line Tax Filing Requirements

California Issues Bulletin #1516 on 2025 Surplus Line Tax Filing Requirements

On January 15, 2026, the California Department of Insurance released Bulletin #1516 detailing surplus line tax filing requirements for the 2025 tax year. All surplus line brokers must submit their annual state tax return through CDI’s Premium Tax Processing System (Online Tax Forms – Sign In) by March 2, 2026. The bulletin provides guidance on tax rates, zero-premium filing obligations, monthly prepayment thresholds, acceptable payment methods, and penalties for late or missed filings. Brokers should review the requirements carefully to ensure timely and accurate submission.

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Illinois Implements Fee Increases for Non-Resident Public Adjuster Licenses in 2026

Illinois Implements Fee Increases for Non-Resident Public Adjuster Licenses in 2026

The Illinois Department of Insurance has implemented updated licensing fees for non-resident public adjusters, effective January 1, 2026. These changes affect both individual and business entity adjusters, including those without a designated home state. With increases to initial application, renewal, and reinstatement fees, organizations must account for higher costs and ensure compliance workflows are adjusted accordingly. This update highlights the importance of proactive license management and accurate tracking across multi-state operations.

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What Is an U.S. Insurance Carrier? Definition, Role, and Examples

What Is an U.S. Insurance Carrier? Definition, Role, and Examples

An insurance carrier is a licensed insurance company that underwrites risk, issues insurance policies, collects premiums, pays claims, and assumes the financial responsibility for coverage in the United States. Unlike agencies or brokers, insurance carriers hold the risk on their balance sheets and operate under strict state and NAIC regulatory oversight. This definition is consistent across U.S. jurisdictions and is foundational to how insurance markets, compliance structures, and distribution models function nationwide.

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