Pricing

Whether you're an individual insurance producer or managing a growing team,
Agenzee has a plan tailored to your needs.

Solo Producer

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

$20.00 / Monthly

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Features you will get

  • New License Applications
  • License Renewal
  • License Tracking
  • Carrier Appointment Tracking
  • Continuing Education (CE)
  • Regulatory Insights
  • NIPR Integration & Daily Sync
  • AI Enabled
  • AB FFM Tracking
  • Alerts
  • Document Storage
  • Dashboard & Compliance View

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

Everything in Solo Producer, plus

  • New Appointments & Terminations (For Carriers and MGAs)
  • Appointment Workflow (For Agencies / Brokers)
  • Business Entity License and Appointment Tracking
  • Business Entity New License Applications and Renewals
  • E&O Tracking
  • FINRA Tracking
  • Downlining
  • Producer Onboarding
  • Background Questions & Work History
  • E-Signature Form Capture
  • Custom Notifications
  • Data Exports
  • Role-Based Permissions
  • REST APIs
  • Custom Integration
  • Apple Watch Enabled
  • Dedicated Support
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Trusted by industry leaders

Ramsgate Insurance
Synergy Insurance Affiliates
Tidewater Insurance Agency
Cozmo Health
Compass
SmithBrothers
Senior Quote Insurance Services
SCALI Insurance Group
Policy Watch
AYG Insurance & Financial Services
HYKE Insurance
M.E.Wilson
AVMA Life
Ramsgate Insurance
Synergy Insurance Affiliates
Tidewater Insurance Agency
Cozmo Health
Compass
SmithBrothers
Senior Quote Insurance Services
SCALI Insurance Group
Policy Watch
AYG Insurance & Financial Services
HYKE Insurance
M.E.Wilson
AVMA Life
Ramsgate Insurance
Synergy Insurance Affiliates
Tidewater Insurance Agency
Cozmo Health
Compass
SmithBrothers
Senior Quote Insurance Services
SCALI Insurance Group
Policy Watch
AYG Insurance & Financial Services
HYKE Insurance
M.E.Wilson
AVMA Life

Customer Testimonials

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.

FREQUENTLY ASKED QUESTIONS

FAQ

More FAQ

The Solo Producer plan is designed specifically for an individual agent managing their own licenses and appointments. The Business Entity plan is built for teams, including agencies, brokers, MGAs, FMOs, TPAs, carriers and other insurance distribution channels. It includes all the features of the Solo Producer plan plus advanced tools for managing multiple producers, such as producer onboarding, role-based permissions, CE tracking, and downlining – a hierarchical overview of your distribution network.

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

Yes. As soon as you begin managing compliance for your business entity, the Business plan becomes essential. Its features are designed to save you time and provide visibility across your entire team, no matter the size.

Pricing for the Business plan is customized based on your organization's specific needs, including the number of producers you manage and the services you require. Contact our sales team for a personalized demo.

Solo Producer offers flexible month-to-month or discounted annual subscriptions with any time cancellation. Our Business Entity plans are typically based on an annual agreement, tailored to your organization's needs.

More FAQ