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Professional Licensing Management for Solo Producers

Stay Compliant And Save Hours Of
Administrative Work

All-In-One Insurance License Management

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.

Licensing Compliance Management In Your Pocket
Stands Above Other Compliance Management Solutions

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 Truong

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.

Bonnie Pino Fraser

After evaluating other solutions, our decisions came down to ease of use, less complexity, costs, and ease of implementation.

Zachary Goetz

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 Bring

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.

Arthur Barlow

Our overall experience with Agenzee has been amazing. From the standpoint of the platform itself, there's information there that allows us to really audit the downline agents and agencies to make sure that they're fully aligned with our model and that everything is going through the proper channels.

Taylor Fisk

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 Haessig

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

Pricing

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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.

Contact Sales
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FREQUENTLY ASKED QUESTIONS

FAQ

Looking for More FAQs?

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?

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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MGAs

Automate compliance tasks and manage producer onboarding from a centralized platform.

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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Multi-State Producer Licensing Challenges and the Role of Insurance License Management Software

Multi-State Producer Licensing Challenges and the Role of Insurance License Management Software

Managing insurance producer licensing across multiple states is a difficult operational task. Each state has unique renewal cycles, continuing education rules, appointment requirements, fees, lines of authority, documentation standards, and regulator expectations. As agencies, MGAs, carriers, and other insurance organizations expand, licensing workflows become increasingly difficult to manage through spreadsheets and manual processes. Insurance license management software establishes a centralized way to track producer licenses, renewals, appointments, CE status, documents, and compliance activity across states.

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How Insurance License Tracking Software Scales Producer Growth Without Compliance Breakdown

How Insurance License Tracking Software Scales Producer Growth Without Compliance Breakdown

When Manual Insurance License Tracking Can’t Keep Up Compliance breakdown during growth is a recurring challenge for insurance carriers, agencies, and MGAs. The story typically begins with manual systems in place to track producer data and manage onboarding. At a small scale, around twenty producers or fewer, these processes appear to function effectively, and the insurance license tracking methods in place seem sufficient. This level of stability often supports initial growth, as the organization begins to expand its producer base. However, although seeing the number of producers double or triple might seem a cause for celebration, the impact on a manual system of maintaining compliance tells a different story. Each new producer brings licenses, appointments, and continuing education (CE) requirements that may need to be verified across multiple states for that producer to be able to sell, increasing opportunities for breakdown. While compliance tasks may grow linearly in a manual system, producer-related data and requirements often scale more rapidly across multiple states and jurisdictions. The exact number is different for every business, but at some stage of growth, compliance inevitably reaches a breakpoint. How can carriers, agencies, and MGAs scale license management to achieve meaningful growth without intensifying compliance risk? Why does compliance break down at scale?

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How the Best Insurance Carriers Scale Faster with Automation

How the Best Insurance Carriers Scale Faster with Automation

The Scaling Problem in Carrier Operations Strategic automation is already helping carriers modernize processes, streamline workflow, and accelerate distribution. However, the carriers scaling the fastest know that insurance automation software on its own is not the key to long-term scalable growth. The secret lies in pairing automation with operational alignment, the ability to integrate innovation with business outcomes and build operational systems that support growth year after year. Once carriers do that, automation becomes not just a tool for operational efficiency, but a platform for scalability. This matters because when scope expands to multiple states and producer environments, carrier operations can begin to fragment. Crucial parts of the carrier workflow such as underwriting, claims management, and distribution can become strained under the pressure of growth. The most successful insurance carriers equip themselves with an innovative toolbelt that drives growth, resiliency, and return on investment. As AI continues to revolutionize the industry, automation has undeniably become one of the most valuable tools for carriers, supporting more efficient, compliant, and scalable operations. But strategic automation only delivers on that promise when it’s built on a foundation of operational alignment. What is Operational Alignment? Operational alignment is the ability to integrate innovation directly with business outcomes. It ensures that workflow improvements build scalability rather than solve problems in isolation, supporting long-term business growth.

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Best Practice: Building an Effective Appointment Management Process for Growing Agencies

Best Practice: Building an Effective Appointment Management Process for Growing Agencies

Appointment management is one of the most critical, and often overlooked, components of insurance compliance. As agencies expand across carriers and states, the complexity of tracking appointments, renewals, and terminations increases significantly. Without a structured process, organizations risk gaps that can delay business, create compliance exposure, and impact revenue. This blog outlines a best practice approach to building a centralized, scalable appointment management process that improves visibility, strengthens compliance, and supports long-term growth.

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