Features & Quick Stats
Key Features
- License Applications & Tracking
- NIPR Integration
- Appointment Management
- Carrier Appointments
-
Regulatory Insights to Daily Regulatory Actions Report
- Onboarding
- CE, FINRA, E&O and Bonds Tracking
- Mobile App
- Customizable Widgets
- Interactive Dashboards
Core Business
Licensing, Carrier Appointment and Compliance Management to For Licensing and Carrier Appointment Compliance Management
How Agenzee License & Compliance Management Software Helps Independent Agents & Brokers
Agenzee eliminates the administrative burden of licensing by automatically syncing with NIPR daily to track license expirations, renewals, and regulatory actions across your entire team—replacing error-prone spreadsheets with a single source of truth. The platform streamlines carrier appointment submissions and tracking in one place, so you're never guessing about appointment status or missing critical deadlines that could impact your ability to write business.
Integrations
AI Capabilities
Agenzee AI is an intelligent licensing assistant designed to help teams navigate regulatory complexity with confidence. Built on OpenAI, it delivers accurate, up-to-date answers instantly, eliminating the need for help docs, time-consuming searches, or reliance on memory.
Partnerships
- SILA
- Gallagher Affiliates
- NIPR Reseller