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 I: Agency License Management in 2025
  
Section I

Agency License Management in 2025

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
“Keeping up with license requirements, especially if you operate in multiple states, is a time-consuming task that someone in your office has to perform. Partnering with a provider will help you streamline the process and, more importantly, keep you in compliance with state regulations.”
Steve Anderson_circle
Steve Anderson

Catalyit Co-founder

      
Section II

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 III

What solutions are available?

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

AgentSync Manage
AgentSync Manage

AgentSync Manage
by AgentSync

AgentSync is a producer management and compliance solution built on the Sal...

Agency License Management

TrustLayer
TrustLayer

TrustLayer
by TrustLayer

Help your clients manage vendor risk and get additional leads for your busi...

Agency License Management

Sircon for Agencies
Sircon for Agencies

Sircon for Agencies
by Vertafore

Sircon for Agencies makes it easy to expedite insurance license application...

Agency License Management

      
Section IV

What are independent insurance agents using, and how do they rate?

Catalyit partnered with Big “I” state associations to survey independent insurance agencies across the US and gather information about their tech stack and satisfaction.

15%

Agencies using a tool to track license compliance

Catalyit Goes Deeper

Vertafore’s Sircon is the top choice for agency state license compliance. Many state insurance regulators also use it for agent license filings. Agency license compliance solutions assist agents in tracking licenses, renewal dates, and continuing education requirements. They enable the creation of reports and alerts to prevent penalties or fines for non-compliance. These solutions help independent agents streamline the compliance process, reducing non-compliance risks and maintaining licenses to operate within and across state lines.

Most Used
% Use
Avg. Rating
Sircon (Vertafore)
47%
4.0
Agency Management System
17%
4.6
CSC
7%
3.5
AgentSync
5%
4.0
ReSource Pro Compliance (formerly ILSA)
3%
4.0
TrustLayer
2%
5.0
Other
20%
4.0
      
Section V

Additional Resources

Keep yourself informed with the latest insights and product demos.

Webinars & Demos

How to Stop Blowing Money on Bad Distribution with APIs
License Compliance

How to Stop Blowing Money on Bad Distribution with APIs

October 22, 2024
      
Section VI

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
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Contributors:

Steve Anderson

Steve Anderson

Casey Nelson

Casey Nelson

Guide Last Updated: January 2025