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

Why is Agenzee the Premier Insurance License Tracking Software for Your MGA?

Why Choose Agezee for
Your MGA?

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Break free from the constraints of outdated systems.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.

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.

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 SOFTWARE

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
With Agenzee!

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 CARRIERS AND AGENCIES

Explore Other Solutions

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

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Carriers

Manage your producer appointments and maintain compliance effortlessly with Agenzee. Our platform simplifies managing thousands of insurance agent appointments, saving your team valuable time.

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Agencies

Agenzee streamlines both license tracking and insurance producer appointment management for agencies, reducing the risk of non-compliance and allowing teams to focus on serving their clients.

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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What is Insurance Compliance? How to Manage Insurance Compliance Using Software?

What is Insurance Compliance? How to Manage Insurance Compliance Using Software?

Insurance compliance refers to the process by which insurance companies adhere to the rules, regulations, and laws governing their operations. These regulations are established to protect policyholders, ensure market fairness, and maintain the integrity of the insurance industry. Insurance compliance requirements encompass multiple aspects, from licensing and financial reporting to data security and customer service standards. In recent years, regulatory scrutiny has increased, particularly around transparency and ethical practices. Compliance is no longer simply about meeting minimum legal requirements; it’s also essential for building trust, protecting business reputations, and achieving sustainable growth.

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How to Simplify Insurance Producer Database (PDB) Management for Better Compliance

How to Simplify Insurance Producer Database (PDB) Management for Better Compliance

The Insurance Producer Database (PDB) is a centralized platform that compiles essential producer licensing data across all U.S. states, plus the District of Columbia, Guam, Puerto Rico, and the Virgin Islands. For insurance professionals, it serves as a foundational resource that streamlines the verification, tracking, and updating of producer-related information. Accessing a comprehensive and accurate repository like the PDB is critical for managing licenses, appointments, and regulatory changes that influence operational compliance.

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Mastering NIPR: Essential Licensing, Appointments, and Compliance Insights for Agencies, Carriers, and MGAs

Mastering NIPR: Essential Licensing, Appointments, and Compliance Insights for Agencies, Carriers, and MGAs

Navigating the complexities of insurance industries can be daunting. Whether you’re an agency, carrier, or managing general agent (MGA), staying compliant and efficient is a constant challenge. Fortunately, the National Insurance Producer Registry (NIPR) provides solutions that simplify operations, consolidate licensing tasks, and ensure smooth compliance. As a NIPR reseller, we can help you make the most of NIPR’s tools and services. Here’s everything you need to know.

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Everything You Need to Know About Kentucky’s 2025 Appointment Renewals

Everything You Need to Know About Kentucky’s 2025 Appointment Renewals

Kentucky carrier appointment renewals will be calculated on January 1, 2025. Invoices will be generated the following day, January 2, 2025, and will be available on the NIPR website starting January 3, 2025, along with a list of appointments due for renewal. Renewal fees must be paid by 3 pm Eastern Time on March 31, 2025, to avoid cancellations. If the invoice is not settled by 3 pm Eastern Time on June 30, 2025, all appointments will be canceled.

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