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TRUSTED BY LEADING INSURANCE ORGANIZATIONS
Ramsgate Insurance
Synergy Insurance Affiliates
Tidewater Insurance Agency
NU Sure Insurance Group
Cozmo Health
Compass
SmithBrothers
Senior Quote Insurance Services
SCALI Insurance Group
Policy Watch
AYG Insurance & Financial Services
Earl Bacon Agency
HYKE Insurance
M.E.Wilson
AVMA Life
Ramsgate Insurance
Synergy Insurance Affiliates
Tidewater Insurance Agency
NU Sure Insurance Group
Cozmo Health
Compass
SmithBrothers
Senior Quote Insurance Services
SCALI Insurance Group
Policy Watch
AYG Insurance & Financial Services
Earl Bacon Agency
HYKE Insurance
M.E.Wilson
AVMA Life
Ramsgate Insurance
Synergy Insurance Affiliates
Tidewater Insurance Agency
NU Sure Insurance Group
Cozmo Health
Compass
SmithBrothers
Senior Quote Insurance Services
SCALI Insurance Group
Policy Watch
AYG Insurance & Financial Services
Earl Bacon Agency
HYKE Insurance
M.E.Wilson
AVMA Life

Made for AGENCIES/BROKERS, MGAs/MGUs AND CARRIERS

Who We Serve

Our insurance licensing tracking software is designed to meet the needs of organizational leaders and administrators from sales, compliance, operations, HR and IT.

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Agencies/Brokers

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/MGUs

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 expiration 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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New License Application

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

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License Renewal

Agenzee automates and streamlines the renewal process, ensuring accuracy and timeliness. You can complete the license renewal process directly from our dashboard—and you can even invite your producers to do it themselves!

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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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Appointment Workflow

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

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nipr Integration & Daily Sync

Ensure your data's accuracy and timeliness with Agenzee's seamless NIPR integration. Daily synchronization means your records are always current, eliminating the risk of outdated information.

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Regulatory Insight

Agenzee acts as your regulatory radar, scanning for changes and ensuring compliance. At a glance, you’ll know exactly which regulatory actions to take—and how high the stakes are for each one.

Rest API

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

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Alerts

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

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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:

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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

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Top Rated

Client Experiences

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!

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 PRODUCER'S PALM AND WATCH

Access instant
insights on the go.

Available on the App Store and Google Play

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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

Book a slot in our calendar to ask questions, share your goals and see how Agenzee can streamline your licensing and appointment management.

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