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Trusted by industry leaders

Who Agenzee Helps

Made for Agencies, MGAs
and Carriers

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

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Agencies

Stay on top of license renewals, continuing education, and regulatory updates with ease. Gaining full visibility and control over your entire producer network.

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Carriers

Save your team valuable time with Agenzee's centralized appointment tracking and automated renewal system.

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MGAs

Streamline complex compliance requirements by automating license tracking and managing producer appointments from one centralized location.

AUTOMATE LICENSING AND MORE

Solve Your License and
Appointment Challenges

The right insurance license tracking software allows insurance organizations to boost productivity without adding staff or overwhelming your team.

  • Managing multiple licenses across different states. 
  • Keeping track of renewal deadlines. 
  • Renewing business entity and individual licenses following state specific rules.
  • Storing and accessing license documents securely.
  • Missed expirations and deadlines that may result in incurring penalties.
  • Losing time everyday verifying the license status of agents.
  • Integrating a license management tool with existing systems.
  • Reducing missed expirations and avoiding fines.
  • Costly penalties against us due to an agent or agency’s regulatory action that I wasn’t promptly informed about.
  • Losing track of copies of producer licenses.
  • Managing licenses and appointments for agents in multiple states.
  • Efficiently tracking agent license regulatory actions.
  • Missing license reminders, emails and related tasks.
  • Keeping track of seasonal appointment renewal needs.
  • Costly errors due to manual data entry or overlooked or information.

SIMPLIFY LICENSING AND APPOINTMENT MANAGEMENT

Leave Manual Tracking
in the Past 

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Rest API

Facilitate seamless integrations with Agenzee through robust REST API support, ensuring smooth communication and data exchange.

MGA | CARRIER

Appointment Workflow

Efficient workflows to manage all aspects of your producer's appointments in a easy and interactive way.

Producer License

View all your producer’s and adjuster’s current licensing statuses in 50 states and US territories in a interactive map and detail view.

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Interactive Dashboards

Data visualization in easy to read layouts providing you actionable intelligence for quick actions.

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Alerts

Take swift action when it comes to appointments and regulatory action warnings.

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nipr Integration

Manage business entity and individual data on license and appointment status through a daily sync with NIPR.

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Daily Synchronization

Rest easy that you are operating in the most up-to-date producer credential statuses.

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Self-Serve Portal

Empower producers with a centralized platform to streamline license processes, appointment tracking and Continuing Ed management.

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benefits of our insurance license management software

Why Agenzee?

Why invest in the best insurance license tracking tool? Here are a few reasons:

See It In Action

Save time

Keep team
certified

Analyze your
team compliance standing and take action before it is too late

Audit trail

Prevent compliance
violations and penalties

Enhance onboarding experience

See It In Action

HELP PRODUCERS STREAMLINE COMPLIANCE

Spend More Time With Clients,
Less Time on Compliance Tasks

Optimize your workflow for continuous sales growth and momentum.

Optimize

Tap into the convenience of centralized dashboards and customized widgets so you can take immediate action.

Streamline

Take advantage of our automated license renewal reminders: never miss a renewal deadline again.

Protect

With a cloud-based infrastructure powered by Microsoft Azure, enjoy high performance and dependable uptime for your compliance processes.

Manage

Track and manage producer’s Continuing Education (CE) hours: both you and your producers can track completion progress through an intuitive dashboard.

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Analyze

Generate reports using sticky filters on licensing and appointment dashboards: make the most out of our Customizable Reports.

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Integrate

Seamlessly integrate with your existing systems: NIPR, AB FFM, Dropbox, Continuing Education (CE).

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Implement

Whether used as a standalone or within a CRM enjoy a simple onboarding process without complicated implementations or integrations.

top rated

Client Experiences

Find out why our customers are happy they chose Agenzee.

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!

Carlos R.

Integrating Agenzee has significantly improved how we handle producer licenses and carrier appointments. We were happy to kiss our spreadsheets goodbye!

Brian T.

Agenzee has completely transformed how we manage producer licenses. The ease of tracking and renewing licenses across multiple states has been a major time saver. Agenzee is an indispensable tool in our compliance toolkit.

on your palm & in your watch

Access Instant
Insights On The Go

Access instant compliance insights on the go with our mobile app and Apple Watch!

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LET'S TALK!

Schedule Your
Personalized Demo Today!

Our insurtech experts are ready to give you a tailored demo on how Agenzee can transform your licensing and appointments management processes.

Let’s Do It

Request a Demo

Schedule time on our calendar to discuss your questions, share your goals, and explore how Agenzee can streamline your licensing and appointment management processes.