Catalyit Guide

Agency License Management

Agency license management software automates license tracking, renewals, and education credits, sending reminders and reports to help agents stay compliant.
Section 1 Agency License Management in 2026
  
Section 1

Agency License Management in 2026

What is Agency License Management software?

Agency license management software helps independent insurance agents manage their licensing requirements by automating the tracking of license expirations, renewals, and continuing education credits. It sends reminders for upcoming deadlines, generates compliance reports, and helps prevent license lapses, ensuring agents stay compliant and avoid penalties.

This guide can help...

  • Employee Onboarding
  • State Licensing Compliance
  • License Renewals
“Agency license management should no longer be treated as a spreadsheet task. As agencies expand across states and teams become more distributed, staying compliant requires systems that automate reminders, track requirements, and give leadership confidence that every agent, advisor, and account manager is properly authorized to do business. The right license management technology does more than reduce administrative burden. It helps protect the agency, save time, control costs, and lower compliance risk.”
Angela Ford
Angela Ford

Chief Strategy Officer

      
Section 2

How do I get started?

Are you looking for an agency license management system that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. Here's what we think you should consider.

License in Multiple States

Does the platform allow you to apply for a license in multiple states?

Contact Information

Can you update individual contact information for multiple states?

NIPR Integration

Does the platform integrate with the national insurance producer registry (NIPR)?

Go Deeper

CE Tracking

Can you track continuing education courses for each license?

Go Deeper

Expiration Notifications

Are notifications generated for compliance expiration?

     
Section 3

What solutions are available?

Take a closer look at all your available options by visiting their profiles.

PCRM (Producer Compliance Relationship Management)
PCRM (Producer Compliance Relationship Management)

PCRM (Producer Compliance Relationship Management)
by Rhoads

Centralizes all producer credentials and automates updating in real-time.

Agency License Management

Sircon for Agencies
Sircon for Agencies

Sircon for Agencies
by Vertafore

Maintain the proper licenses needed to sell insurance

Agency License Management

AgentSync Manage
AgentSync Manage

AgentSync Manage
by AgentSync

Agency License Management

Agenzee License & Compliance Management Software
Agenzee License & Compliance Management Software

Agenzee License & Compliance Management Software
by Agenzee

Agency License Management

Creative Compliance Hub
Creative Compliance Hub

Creative Compliance Hub
by 3H Compliance Group

Agency License Management

INTX Agency Management
INTX Agency Management

INTX Agency Management
by INTX Insurance Software

Agency License Management

TrustLayer
TrustLayer

TrustLayer
by TrustLayer

Agency License Management Certificate Management

       
Section 4

Have questions?

The Catalyit Team is here to help! Get in touch with us.

  • Ask the Catalyit Chatbot
  • Submit a Support Ticket
  • Call us
Contact Us
Laptop and phone on desk

Contributors:

Angela Ford

Angela Ford

Casey Nelson

Casey Nelson

Guide Last Updated: June 2026

Sorry, you'll need Full Access to see this content!

To view this guide, upgrade to Full Access starting at $9.99/mo.

Sign In
Get Access
Go Home