Agenzee review: pricing, NIPR filing and features
Agenzee tracks producer licenses, appointments, continuing education (CE) and regulatory actions with a nightly NIPR sync. It files new licenses and renewals, and carriers and MGAs can file appointments and terminations too.
Solo producers pay a published monthly price. For agencies, carriers, MGAs and FMOs, Business and the Agenzee Assist managed service are priced by quote.
- Best for
- Solo producers, plus agencies, carriers and MGAs that want a managed option
- Price
- Solo Producer from $20 a month billed yearly. Business is quoted
- State and NIPR fees
- Charged on each filing, on top of the plan
- NIPR sync
- Every night
- License filing
- New licenses, plus renewals in 46 states
- Appointments
- Carriers and MGAs file appointments and terminations in 41 states
- Carrier contracting
- Onboarding forms with e-signature on Business
- Demo or trial
- Demo for Business and Assist. No free trial
Our take
Agenzee is one of the few licensing tools a solo producer can buy alone, at a published monthly price. The same software scales up to agencies, carriers and MGAs. It files license applications and renewals, and carriers and MGAs can file appointments and terminations as well.
Agenzee Assist adds an account manager who does the licensing work inside the software. The limit to check first is state coverage, since renewal and appointment filing don't reach every state.
Pros
- Solo producers can buy it alone at a published price
- Files new licenses and renewals, one at a time or in bulk
- Carriers and MGAs file appointments and terminations
- A published state map shows what works where
- Tracks errors and omissions (E&O) insurance, FINRA securities registrations and Marketplace registration on Business
- Agenzee Assist does the filing for you
Cons
- Renewal filing doesn't cover Florida, Maine, Michigan or North Carolina
- Appointment filing is missing in nine states
- Agencies and brokers can only send appointment requests to the carrier
- Business and Assist prices are quoted
- No SOC 2 report is published
Plans and pricing
| Plan | Price | Who pays | What it adds |
|---|---|---|---|
| Solo ProducerOne producer managing their own licensesWhere solo producers start | $20 a month billed yearly, or $29.99 month to month | The producer | License filing and renewals, license and appointment tracking, CE, alerts and the apps |
| BusinessAgencies, carriers, MGAs and FMOs | Quote only | The organization. Producers it invites pay nothing | Appointment filing for carriers and MGAs, agency licenses, E&O and FINRA tracking, onboarding forms, roles, exports and API |
| Agenzee AssistTeams that want the work done for them | Quote only | The organization | Everything in Business, plus an account manager who files for you and reports weekly |
Prices as of October 2026, from agenzee.com/pricing. Business and Assist are quoted by producer count, how complex your setup is and the support level, usually on a yearly agreement.
| Fee | Amount | Who pays |
|---|---|---|
| State license and appointment fees | Set by each state | You, with each filing. Refunds only where state law allows |
| NIPR fees | NIPR's rates | You, with each filing. Never refunded |
Good to know before you buy
- NIPR has to be paid before it processes a filing.
- Bank and card processing fees from third parties aren't in the price.
- In the apps, license fees can be paid with Apple Pay.
Which plan has it
| Feature | Solo Producer | Business | Agenzee Assist |
|---|---|---|---|
| License tracking | |||
| New license and renewal filing | |||
| Appointment tracking | |||
| Appointment and termination filing | Carriers and MGAs | Carriers and MGAs | |
| Appointment requests to carriers | Agencies and brokers | Agencies and brokers | |
| CE tracking | |||
| Marketplace (AB FFM) registration tracking | |||
| Agency licenses | |||
| E&O and FINRA tracking | |||
| Downline hierarchy | |||
| Onboarding forms and e-signature | |||
| User roles, exports and API | |||
| Account manager does the filing |
AB FFM is the yearly registration agents need to sell on the federal health insurance Marketplace.
NIPR and state filing
- Connection to NIPR
- Approved NIPR reseller. Data comes in through NIPR, and filings go out through it
- How often it syncs
- Every night, between 10 p.m. and 6 a.m.
- States covered
- All 50 for license and appointment tracking and address changes. Renewals in 46, appointment filing in 41 and CE in 43
What it pulls from NIPR
- License and appointment status
- Regulatory actions
- CE status
- Marketplace (AB FFM) registration status
What it files for you
- New license applications
- License renewals
- Carrier and MGA appointments and terminations
- Address changes
Not every state is covered. Agenzee's state map leaves out renewals in Florida, Maine, Michigan and North Carolina, and appointment filing in Alaska, Arizona, Colorado, Illinois, Indiana, Maryland, Missouri, Oregon and Rhode Island. DC and Puerto Rico aren't on the map.
Licenses and credentials
License types
- Individual producer licenses
- Agency licenses, on Business
- Adjuster licenses
- Resident and nonresident licenses across states
Other credentials tracked
- CE
- E&O, on Business
- FINRA, on Business
- Marketplace (AB FFM) registration
- Appointments in states that don't report them to NIPR
- Regulatory actions
CE status is tracked in 43 states. The map leaves out Delaware, Kentucky, Louisiana, New York, Ohio, Tennessee and Washington.
Applications and renewals can go one at a time or in bulk. Solo producers can pull a current license report whenever they need one, and an AI assistant answers licensing questions.
Appointments and terminations
- How appointments are filed
- Carriers and MGAs file new appointments in Agenzee. Agencies and brokers send appointment requests to the carrier through a workflow
- States
- 41 states
- Terminations
- Carriers and MGAs file them in the same 41 states
Contracting and onboarding
- Carrier paperwork
- Business includes onboarding with background questions, work history and e-signature forms, filled in from NIPR data
- Ready-to-sell check
- On Assist, the account manager confirms each producer is ready and the licenses are current
- Who pays for contracting
- The organization. Producers it invites log in under its account
Hierarchies and roles
Business shows your distribution network as a downline hierarchy. Producers log in on the web or the app to see their own licenses and appointments and to message your compliance staff.
- User roles
- Admins can limit each user to certain areas, on Business
Alerts and renewals
Alerts it sends
- Upcoming license renewals and expirations
- Appointments about to expire
- Regulatory actions as they're reported
- Custom notifications, on Business
- Weekly activity reports, on Assist
Integrations
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| NIPR | NIPR | Both ways | Syncs license and appointment data each night and sends state filings |
| REST API | API | Varies | Custom connections on Business. The documentation isn't public |
| Data exports | Export | Out | Exports your data, on Business |
Free iPhone, Android and Apple Watch apps show licenses, appointments and NIPR details.
Getting started
Sign up or book a demo
Solo producers sign up on the website or in the app with their National Producer Number (NPN). Business and Assist start with a demo or a consultation.
Load producers by NPN
Add producers one at a time or upload a CSV file of NPNs. Agenzee pulls their licenses from NIPR.
Set alerts and roles
Pick your custom notifications and limit what each user can see.
Hand the work to Assist, if you buy it
The account manager loads your agencies and producers, checks for CE and regulatory action gaps and fixes what's wrong.
Phone and email support runs Monday to Friday, 8 a.m. to 4:30 p.m. Business includes dedicated support.
Security
How producer data is protected
- Hosted on Microsoft Azure
- Encrypted in transit
- A security program built on the SOC 2 criteria. No SOC 2 report is published
- Staff access limited to people who need it
- Card data held by the payment processor
- Role-based permissions, on Business
- 99.9% uptime claimed
Contract and your data
- Term
- Solo Producer is monthly or yearly. Business terms are set in your agreement
- Renewal
- Renews on its own and charges your card each time
- Canceling
- Solo Producer can be canceled any time
- Price changes
- Take effect after your current billing cycle, with notice. You can choose not to renew
- Your data when you leave
- Business includes data exports
- Terms
- Florida law, with venue in Palm Beach County
From Agenzee's terms and conditions, checked October 2026.
Agenzee alternatives
- InsureTrekFree tracking for producers. $7 per applicationTeams get a 90-day Test Drive on their real producers
- ProducerflowQuote onlyBulk appointments and just-in-time filing for carriers and MGAs
- AgentSync ManageQuote onlyBuilt on Salesforce, with bulk filing and just-in-time holds
- Sircon Producer CentralQuote onlyCarrier system that answers whether a producer can sell
See every option in insurance licensing software.
Frequently asked questions
How much does Agenzee cost?
Solo Producer is $20 a month on a yearly plan or $29.99 month to month. Business and Agenzee Assist are priced by quote, and state and NIPR fees are extra.
Who pays the state and NIPR fees with Agenzee?
You do, with each filing and on top of the plan. NIPR fees are never refunded, and state fees only where state law allows.
Which states can Agenzee file in?
It tracks licenses and appointments in all 50 states. Renewals file in 46 states, and appointments and terminations in 41.
Can an agency file appointments in Agenzee?
Carriers and MGAs file appointments and terminations directly. Agencies and brokers send appointment requests to the carrier through a workflow.
Does Agenzee track CE?
Yes, in 43 states. Agenzee Assist adds an account manager who keeps an eye on CE for you.
Is there an Agenzee app?
Yes. Free iPhone, Android and Apple Watch apps show licenses, appointments and NIPR details.
How we researched this review. We based this review on the pricing, terms and product pages published by Agenzee, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Agenzee quit selling or a contract term that reads different now, let us know and send the link to the page where Agenzee has it. Somebody here pulls up that page and checks it before we change anything on ours.