Agenzee

iOS Universel / Economie et entreprise

Take control of your producer compliance with Agenzee, the ultimate licensing and carrier appointment management solution for insurance teams and solo producers. Whether you're managing licensing and carrier appointments for your team or handling your own licenses, Agenzee makes it effortless to stay organized and compliant. 
Your All-in-One Insurance Licensing Compliance Hub Agenzee puts the tools you need right at your fingertips. Manage licenses, carrier appointments, and compliance tasks anytime, anywhere. 

What’s inside: 
•New License Applications 
•License Renewal 
•License Tracking 
•Carrier Appointment Tracking 
•Continuing Education (CE) Tracking 
•Regulatory Insights 
•NIPR Integration & Daily Sync 
•AI Enabled 
•AB FFM Tracking 
•Alerts 
•Document Storage 
•Dashboard & Compliance View 
 
Features Our Users Love: 
•STREAMLINED LICENSE APPLICATIONS: Expand your business with guided workflows for acquiring new state licenses and renewals, making growth simple and accessible. 
•AUTOMATED LICENSE RENEWAL ALERTS: Never miss a renewal deadline with automated alerts that keep you continuously compliant. 
•EASY LICENSE TRACKING: Access licenses, lines of authority, and statuses in one intuitive dashboard. 
•REGULATORY ACTIONS AT A GLANCE: Quickly see if a regulatory action has been reported against you, so you can address issues and maintain impeccable compliance. 
•NIPR INTEGRATION AND DAILY SYNC: Enjoy accurate, up-to-date data with daily syncs from the National Insurance Producer Registry (NIPR).  
•CARRIER APPOINTMENT MANAGEMENT: Track carrier appointments in one organized view. 
•AB FFM TRACKING: Effortlessly track Agent/Broker Federally Facilitated Marketplace (FFM) certification status, so you’re always market-ready. 
•DASHBOARD & COMPLIANCE VIEW: Get a 360-degree, at-a-glance view of your compliance status on any device. 
•AI-ENABLED: Conversational AI tool that truly understands your licensing management needs. 

Say goodbye to complex spreadsheets and manual tracking. Agenzee is built to simplify compliance for both teams and independent producers, eliminating the stress of managing licenses and appointments.

Download Agenzee today and start managing insurance compliance the smart way! 

Quoi de neuf dans la dernière version ?

We’ve made several enhancements to improve licensing workflows, visibility, and producer experience:

- Background Questions Management – Producers can now manage and respond to updated state background questions directly in the app.
- FINRA License Support – Added the ability to track FINRA licenses with multiple series.
- License Renewal Permissions – Contact users can now be granted specific permissions to manage license renewals.
- License Request Activity – View detailed activity related to license requests.
- Appointment Request Activity – Track appointment request progress and history.
- New Appointment  – Select multiple Lines of Authority (LOAs) in a single appointment request.
- Issue & Feedback Menu – New in-app option to report issues or submit feedback.
- Producer List Enhancements – Added clear indicators for background questions and employment history (complete/incomplete), including automatic updates and task creation when state questions change.
- Onboarding Documents – Producers can now upload onboarding documents directly from their app.

We’re continuing to enhance the mobile experience to make license and appointment management faster, clearer, and more intuitive.