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TRUSTED BY LEADING INSURANCE ORGANIZATIONS
Ramsgate Insurance
Synergy Insurance Affiliates
Tidewater Insurance Agency
NU Sure Insurance Group
Cozmo Health
Compass
SmithBrothers
Senior Quote Insurance Services
SCALI Insurance Group
Policy Watch
AYG Insurance & Financial Services
Earl Bacon Agency
HYKE Insurance
M.E.Wilson
AVMA Life
Ramsgate Insurance
Synergy Insurance Affiliates
Tidewater Insurance Agency
NU Sure Insurance Group
Cozmo Health
Compass
SmithBrothers
Senior Quote Insurance Services
SCALI Insurance Group
Policy Watch
AYG Insurance & Financial Services
Earl Bacon Agency
HYKE Insurance
M.E.Wilson
AVMA Life
Ramsgate Insurance
Synergy Insurance Affiliates
Tidewater Insurance Agency
NU Sure Insurance Group
Cozmo Health
Compass
SmithBrothers
Senior Quote Insurance Services
SCALI Insurance Group
Policy Watch
AYG Insurance & Financial Services
Earl Bacon Agency
HYKE Insurance
M.E.Wilson
AVMA Life

Who Agenzee Helps

Made for Agencies, MGAs
and Carriers

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

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Agencies/Brokers

Stay on top of license renewals, continuing education, and regulatory updates with ease, gaining full visibility and control over your entire producer network.

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Carriers

Save your team valuable time with Agenzee's centralized appointment tracking and automated renewal system.

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MGAs/MGUs

Streamline complex compliance requirements by automating license tracking and managing producer appointments from one centralized location.

SIMPLIFY LICENSING AND APPOINTMENT MANAGEMENT

Leave Manual Tracking
in the Past

Discover the features that make Agenzee so easy to use

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License Applications

Agenzee simplifies new and renewal of licenses for individual and businesses nationwide.

NIPR logo
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NIPR Integration

Maintain data accuracy with Agenzee's automated daily NIPR synchronization.

Appointment Management

Track and submit appointments to carrier for processing directly from the platform.

Carrier Appointments

Carriers can easily submit New and Termination appointment requests directly through the platform.

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Regulatory Insights

At a glance, you’ll know when a regulatory action has been reported against a producer or business license.

Rest APIs

Facilitate seamless integrations with Agenzee through robust REST API support, ensuring smooth communication and data exchange.

Onboarding

Know before you hire. Effortlessly onboard individuals supported by NIPR data, complete contracts, and automate licensing and carrier paperwork.

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AI-Enabled

Conversational AI tool that truly understands your licensing management needs.

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benefits of our insurance license management software

Why Agenzee?

Why invest in the best insurance license tracking tool? Here are a few reasons:

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Save time

Keep team
certified

Analyze your
team compliance standing and take action before it is too late

Audit trail

Prevent compliance
violations and penalties

Prepare for seasonal spikes

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HELP PRODUCERS STREAMLINE COMPLIANCE

Benefits of Keeping Your
Team Certified And Selling

Optimize your processes for continuous sales growth and momentum.

Boost speed-to-revenue

Monitor licensing status, upcoming renewals, and other compliance requirements instantly, eliminating delays that keep your producers from selling.

Reduce Administrative Burdens

Free your staff from manual tracking and paperwork. Give your team back valuable hours to focus on revenue-generating activities and client relationships.

Eliminate Costly Penalties

Avoid regulatory fines and penalties. Agenzee ensures you never miss a renewal deadline or operate with non-compliant producers, protecting your bottom line and reputation.

Scale and Stay Agile

The Agenzee platform grows with you, maintaining perfect compliance regardless the size of your organization.

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Let’s Talk

Let's discuss your questions, goals and explore how Agenzee can streamline your licensing and appointment management processes.

We value your privacy. Agenzee uses your information to send you relevant content and offers. You can unsubscribe anytime. See our Privacy Policy. for details.

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Client Experiences

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!

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.

Let’s Talk

Let's discuss your questions, goals and explore how Agenzee can streamline your licensing and appointment management processes.

We value your privacy. Agenzee uses your information to send you relevant content and offers. You can unsubscribe anytime. See our Privacy Policy. for details.