Agenzee for MGAs

Maximize efficiency and compliance with Agenzee, designed to elevate the performance of Managing General Agents (MGAs). Enjoy streamlined license management and enhanced operational focus, all tailored to the unique needs of MGAs.

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THE FEATURES MGAs APPRECIATE THE MOST.

The Features Managing General
Agents Require

Proactive Compliance Alerts:

Stay ahead of the curve with automated alerts for expiring licenses and critical regulatory updates.

New License Applications

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

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Interactive Dashboards:

Visualize your compliance and operational data through intuitive, easy-to-understand dashboards, aiding in quick decision-making.

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NIPR Integration:

Benefit from seamless integration with NIPR, ensuring up-to-date and accurate data across all your operations.

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Robust Audit Trails:

Maintain comprehensive records for regulatory reviews and internal audits with Agenzee’s robust audit trail capabilities.

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Strategic Insights:

Utilize the actionable intelligence provided by Agenzee’s dashboards for efficient resource allocation and forecasting.

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Automated License Tracking:

No more manually updating spreadsheets! Agenzee automates the license tracking process, taking the burden off your team.

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Streamlined Appointment Management:

Easily manage appointments and terminations from one centralized platform

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 PREMIER INSURANCE LICENSING TRACKING SOLUTION FOR YOUR MGA?

Why Choose Us?

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

Efficient Compliance Management

Agenzee automates the complexities of license tracking and renewals, enabling your MGA to operate with enhanced regulatory adherence effortlessly.

Centralized Operations

Break free from the constraints of outdated systems. Agenzee centralizes your license and appointment management, simplifying processes and saving valuable time for your team.

Strategic Resource Allocation

Harness the power of Agenzee’s analytics to make informed decisions. Anticipate and prepare for market shifts, ensuring your MGA is always five steps ahead.

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.

Agenzee vs. Traditional Methods: A Comparison

Why Agenzee Is the
First Choice?

Discover the Agenzee Difference

Beyond Basic Spreadsheets

Spreadsheets, while common, fall short in handling the dynamic and complex needs of MGAs. Agenzee offers automation, real-time updates, and a reduction in manual errors, making it a more efficient choice.

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Advantage Over Generic CRMs

Generic CRMs cannot match the specialized focus of Agenzee on insurance license management and carrier appointments, making Agenzee the superior choice for MGAs seeking targeted solutions.

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Superior to Other Insurance License Management Software

Agenzee distinguishes itself with a comprehensive set of features specifically designed for MGAs, offering a more intuitive, efficient, and compliance-focused experience.

Discover the Agenzee 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 YOUR MGA GAINS WITH AGENZEE

Lead the Competition

Continuous Innovation

Agenzee is continuously evolving. We regularly introduce new features to meet the changing needs of the insurance industry and stay ahead of technological and compliance trends.

Unmatched Customer Support

Our commitment extends beyond software. We offer unparalleled customer support, ensuring you have the guidance and assistance you need to maximize the benefits of Agenzee.

Join the MGA Revolution with Agenzee

By choosing Agenzee, you’re not just selecting a software solution—you’re joining a movement toward a more efficient, compliant, and forward-thinking insurance industry. Be a part of this transformation!

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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.

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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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Carriers

Simplify license tracking, manage new appointments, terminations, and more with ease.

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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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Inside the Momentum of ICMG Miami: Growth, Connection, and What’s Next

Inside the Momentum of ICMG Miami: Growth, Connection, and What’s Next

The ICMG Miami Conference was more than a record-breaking event, it reflected an industry in transition. With unprecedented attendance, a growing presence of industry leaders, and renewed focus on partnerships and compliance, the conference revealed shifting priorities across all aspects of the Life and Health insurance industry. From talent challenges to technology gaps and evolving expectations around license and appointment management, ICMG Miami highlighted both the opportunities and pressures shaping the industry. This year’s event underscored one clear message: connection, adaptability, and proactive strategy are no longer optional, they are essential.

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District of Columbia Opens 2026 Company Appointment Renewal Period

District of Columbia Opens 2026 Company Appointment Renewal Period

The District of Columbia Department of Insurance has released renewal details for 2026 company appointments. The renewal window opens March 4, 2026 and closes May 31, 2026, with all transactions required to be completed electronically through NIPR. This renewal cycle includes firm termination deadlines, mandatory continuation fees for listed licensees, and specific payment limitations based on method. Companies should prepare early to avoid late payment issues, processing delays, or unintended appointment renewals.

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Social Security Literacy for Insurance Agents

Social Security Literacy for Insurance Agents

My Journey to Becoming Social Security Literate In 2011 I began learning about Social Security. I am in the middle of the Baby Boomers and up until that time I had not given it much thought. I would see the estimated monthly benefit but not realize the significant amount of income this would provide for me throughout my retirement years. 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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