Upcoming monthly webinar - JUNE 3, 2026 @ 1:00 PM (EST) - Register Now

From Chaos to Clarity: How Agenzee Powers Smarter Operations

We’re excited to invite you to our monthly Agenzee webinar, where you’ll discover how our all-in-one SaaS platform helps you streamline operations, automate workflows, stay on top of licensing, manage appointments effortlessly, and unlock faster growth.

Each month, you’ll discover:

  • How Agenzee simplifies and automates your daily business processes
  • Powerful features designed to boost efficiency and scalability
  • Interactive Q&A with our experts

Whether you're exploring Agenzee for the first time or looking to get even more out of it, this session is designed to deliver practical insights you can apply right away.

Days

Hours

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Kevin Milner

Kevin Milner, CIC, CRM, CFE, is an accomplished insurance professional with more than 25 years of experience in insurance operations, education leadership, regulatory compliance, and risk management. As a respected speaker, writer, and compliance focused subject matter expert, he has authored numerous insurance pre licensing and continuing education publications used throughout the industry. As a Certified Fraud Examiner (CFE), he brings a deep understanding of regulatory oversight, ethical business practices, and risk mitigation to his work.

In his role as Insurance Licensing Coordinator, Kevin helps agencies, FMOs, and carriers leverage Agenzee’s unified, automated platform to simplify licensing, streamline appointments, and maintain seamless compliance across all 50 states.

Insights

Past Webinars

Read our blog to discover the latest industry insights and trends in license and appointment management.

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Unified Success: Transforming License & Appointment Management through Centralization

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From Reactive to Proactive: Modernize Your Processes For Managing Licenses and Appointments

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Mastering Your Producers’ Data: Uncovering the Possibilities

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Step into Tomorrow: Advanced Digital Workflows For Managing Licenses and Appointments

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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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Insurance Carrier Software Stack: Top Tools Modern Carriers Use in 2026

Insurance Carrier Software Stack: Top Tools Modern Carriers Use in 2026

Traditionally, insurance carrier legacy systems include basic software for policy, claims, and underwriting capabilities. Although once effective, these systems tend to silo information, have high maintenance costs, and carry operational risks in today’s market. In 2026 and beyond, relying on outdated technology is increasingly incompatible with modern processes. Fortunately, carriers can avoid a complete operational overhaul and update existing systems to align with evolving demands. APIs that connect data between legacy systems and third-party digital tools and services. Keep reading to learn more about the top tools modern insurance carriers are using in 2026 and how they integrate with existing operations.

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Maryland Appointment Renewals Are Approaching: Preparation Starts Now

Maryland Appointment Renewals Are Approaching: Preparation Starts Now

Maryland’s 2026 company appointment renewal cycle places increased emphasis on timing, accuracy, and proactive compliance management. With termination requests required before the renewal window opens, organizations must ensure their appointment data is clean and up to date in advance. Once invoices are generated, flexibility is limited. This update highlights key dates, renewal rules, and payment requirements, while reinforcing the importance of early preparation to avoid unnecessary terminations, delays, or compliance exposure during the renewal period.

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Are You Risking a Lot for a Little?

Are You Risking a Lot for a Little?

Many insurance organizations continue to rely on manual processes to manage licensing and compliance workflows. While these methods may seem cost-effective, they often introduce significant risks and inefficiency. From missed deadlines to inconsistent data, the consequences can quickly outweigh any perceived savings. This article examines how outdated workflows create unnecessary exposure and why modernizing your approach can improve both compliance and operational performance.

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Colorado Public Adjuster Fee Updates: What You Need to Know Now

Colorado Public Adjuster Fee Updates: What You Need to Know Now

Effective immediately, Colorado has reduced fees for Public Adjuster licenses across resident and non-resident applications and renewals. While the changes may appear minimal, they have an immediate impact on how organizations calculate licensing costs, manage submissions, and maintain accurate records. For teams processing high volumes of transactions, even small fee adjustments can create discrepancies if not accounted for quickly. This update outlines the changes and highlights why staying current with fee structures is critical for maintaining compliance, accuracy, and operational efficiency.

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