Agenzee for Solo Producers

Empower your solo practice with effortless license management and optimized compliance, giving you the freedom to focus on what truly matters—serving your clients and growing your business.

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Professional Licensing Management for Solo Producers

Stay Compliant And Save Hours Of
Administrative Work

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All-In-One Insurance License Management

Tired of licensing compliance headaches? Agenzee is built specifically for you, the individual producer, insurance agent or financial advisor. You'll gain powerful features like automated renewal reminders, NIPR integration, and real-time alerts that calendars or antiquated systems simply can’t deliver.

Licensing Compliance Management In Your Pocket

When it comes to staying up-to-date with your multi-state licenses, we thought of it all for you. Our intuitive system simplifies the process, minimizes errors, and saves you valuable time, so you can operate more efficiently and confidently in today’s fast-paced industry.

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Stands Above Other Compliance Management Solutions

With complete feature coverage, intuitive design, and exclusive focus on insurance licensing, Agenzee delivers exactly what you need, nothing you don't.

THE KEY TO EASY LICENSING MANAGEMENT

Designed with Producers, Agents, and
Advisors in Mind

View All Your State License Statuses Instantly

Get immediate visibility into your license status so you can act fast and stay compliant.

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Never Miss Another Renewal

Our system tracks all applicable renewal dates and sends you automated alerts well ahead of any deadline. Say goodbye to late fees and lapsed licenses.

New License Applications Made Simple

Turn complex producer license applications into simple steps—faster processing, quicker approvals, less hassle.

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Stay Ahead of Regulatory Actions

Be the first to know about regulatory actions so you can respond decisively and maintain your professional reputation.

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NIPR Integration & Daily Sync

Your data is always current thanks to direct, daily synchronization with the National Insurance Producer Registry (NIPR), eliminating manual entry and ensuring accuracy.

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Seamless Appointment Tracking

Whether you have a handful of carrier relationships or work across dozens, Agenzee keeps you organized.

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On-Demand License Verification

Need to confirm your licensing status quickly? Generate up-to-date license reports in seconds, ensuring you can share accurate documentation with clients, partners, or carriers.

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Work Faster and Smarter With AI

Your conversational AI tool that understands licensing nuances for all 50 states.

HOW IT WORKS

Get Started in Minutes

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Sign Up

Visit our sign-up page or download the app on the App Store.

Focus on What Matters

Let Agenzee handle ways you can streamline your licensing compliance processes while you grow your business.

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.

YOUR FULL-SERVICE INSURANCE LICENSING SYSTEM

Take the Guesswork Out of
License Compliance

Agenzee effortlessly integrates into your every day, because technology should complement your business, not complicate it.

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FROM SOLO AGENTS TO GROWING TEAMS WE'VE GOT YOU COVERED

Solo Producer

For individuals who want to track and manage their insurance licenses.

$20.00 / Monthly

Get Started

Business

For insurance distribution channels like Agencies, Carriers, MGAs and more.

Get a custom demo and see how Agenzee aligns with your goals.

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FREQUENTLY ASKED QUESTIONS

If your insurance organization already uses Agenzee, you might be able to get free access through their account. Check with your company’s licensing administrator to see if your company uses Agenzee and if you qualify for free access.

The Solo Producer plan is a comprehensive license management solution designed specifically for independent insurance agents and producers. It provides all the tools you need to automate compliance, track licenses and appointments, and streamline administrative tasks, giving you more time to focus on your clients and business growth.

To get started, you'll need your NPN (National Producer Number) handy.

Not at all. We've designed Agenzee to be incredibly user-friendly. Thanks to our direct NIPR integration, your license information is pulled in automatically, which significantly reduces manual data entry. Our intuitive dashboard makes it simple to get a complete view of your compliance status from the moment you log in.

Yes! We will send you an alert to remind you of any upcoming renewals or expirations. You can also log in to your account to view the expiration date for each license as well as corresponding regulatory actions.

Our system connects directly with the National Insurance Producer Registry (NIPR). Every day, we automatically sync your licensing data to ensure it is always accurate and up-to-date. This eliminates the need for manual checks and data entry, guaranteeing the information you see in your dashboard reflects the official record.

Agenzee updates license data at least once a day. Agenzee acquires data updated from NIPR every night between 10 p.m. and 6 a.m.

For business entity NPN management, check out our dedicated solution: Agenzee for Agencies.

Looking for More FAQs?

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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