Agenzee

Insurance Compliance Management Software

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Overview

Agenzee is a leading insurance compliance management software designed to streamline and automate the management of producer licenses, appointments, and other regulatory compliance tasks. It offers a daily synchronization with the National Insurance Producer Registry (NIPR) to ensure that all compliance-related information is accurate and up-to-date. The platform is built to reduce the administrative burden on compliance teams and minimize the risk of non-compliance.

✨ Key Features

  • Daily NIPR Sync
  • License Management and Renewals
  • Appointment Management
  • Regulatory Reporting
  • Customizable Workflows
  • Real-Time Compliance Updates

🎯 Key Differentiators

  • Daily NIPR synchronization for real-time data accuracy

Unique Value: Provides always-current compliance data through its daily NIPR sync, reducing manual effort and compliance risk.

🎯 Use Cases (3)

Insurance agencies managing producer compliance Insurance carriers tracking agent licenses and appointments MGAs ensuring regulatory adherence

✅ Best For

  • Automating license renewals for large agencies
  • Maintaining up-to-date appointment records for carriers

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies outside of the insurance industry

🏆 Alternatives

Sircon Vertafore

Offers a more modern and intuitive user interface compared to some legacy systems.

💻 Platforms

Web

🔌 Integrations

NIPR (National Insurance Producer Registry)

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

💰 Pricing

Contact for pricing

✓ 14-day free trial

Free tier: NA

📊 Market Info

Customers: NA

Visit Agenzee Website →