• Payment workflow enhancements and improvements
 • Improved transaction receipt and visibility
 • Expanded security and encryption indicators
 • General usability improvements and bug fixes

This update introduces new features and enhancements to improve your licensing and compliance workflows: • Submit license applications for agents and producers • View and update carrier information • Capture signatures directly within the platform • Access activity logs and email notifications • Receive daily reports for better visibility • Manage affiliations more efficiently We’re continuing to enhance your experience with every release. If you need help, please reach out us to book a demo.

We’ve made several enhancements to improve licensing workflows, visibility, and producer experience: - Background Questions Management – Producers can now manage and respond to updated state background questions directly in the app. - FINRA License Support – Added the ability to track FINRA licenses with multiple series. - License Renewal Permissions – Contact users can now be granted specific permissions to manage license renewals. - License Request Activity – View detailed activity related to license requests. - Appointment Request Activity – Track appointment request progress and history. - New Appointment  – Select multiple Lines of Authority (LOAs) in a single appointment request. - Issue & Feedback Menu – New in-app option to report issues or submit feedback. - Producer List Enhancements – Added clear indicators for background questions and employment history (complete/incomplete), including automatic updates and task creation when state questions change. - Onboarding Documents – Producers can now upload onboarding documents directly from their app. We’re continuing to enhance the mobile experience to make license and appointment management faster, clearer, and more intuitive.

This update is for every insurance producer who's ever felt overwhelmed by compliance. The solo producers who doesn't have a compliance team down the hall. The individual agent who need enterprise tools without the enterprise price tag. Introducing Agenzee for Solo Producers—enterprise-grade licensing compliance automation designed specifically for sole proprietors. Track licenses, get renewal alerts, and integrate with NIPR, all from the palm of your hand. This update is also for our multiple NPN (National Producer Number) customers, you can now see regulatory actions directly in the app, giving you visibility into your compliance status at a glance. Whether you’re part of a team or working solo, Agenzee’s powerful tools are now accessible to everyone—helping you stay organized, compliant, and focused on growing your business.

This update is for every insurance producer who's ever felt overwhelmed by compliance. The solo producers who doesn't have a compliance team down the hall. The individual agent who need enterprise tools without the enterprise price tag. Introducing Agenzee for Solo Producers—enterprise-grade licensing compliance automation designed specifically for sole proprietors. Track licenses, get renewal alerts, and integrate with NIPR, all from the palm of your hand. This update is also for our multiple NPN (National Producer Number) customers, you can now see regulatory actions directly in the app, giving you visibility into your compliance status at a glance. Whether you’re part of a team or working solo, Agenzee’s powerful tools are now accessible to everyone—helping you stay organized, compliant, and focused on growing your business.

This update is for every insurance producer who's ever felt overwhelmed by compliance. The solo producers who doesn't have a compliance team down the hall. The individual agent who need enterprise tools without the enterprise price tag. Introducing Agenzee for Solo Producers—enterprise-grade licensing compliance automation designed specifically for sole proprietors. Track licenses, get renewal alerts, and integrate with NIPR, all from the palm of your hand. This update is also for our multiple NPN (National Producer Number) customers, you can now see regulatory actions directly in the app, giving you visibility into your compliance status at a glance. Whether you’re part of a team or working solo, Agenzee’s powerful tools are now accessible to everyone—helping you stay organized, compliant, and focused on growing your business.

• Reminders: - Create and manage reminders for licenses and appointments. - View your reminder list and dismiss reminders as needed. • Tasks: - Access a list of assigned tasks directly from your mobile app. - Save or resolve tasks with ease.

We’re excited to announce support for Apple Watch! Now, you can easily access active licenses and appointments directly from your wrist.

We’re excited to announce support for Apple Watch! Now, you can easily access active licenses and appointments directly from your wrist.

We’re excited to announce support for Apple Watch! Now, you can easily access active licenses and appointments directly from your wrist.

We’re excited to announce support for Apple Watch! Now, you can easily access active licenses and appointments directly from your wrist.

- Improvements and bug fixes

- Improvements and bug fixes

- Display AB FFM information

- Resource library with notes and attachments

- Add / Edit CE - CE File Upload - Upload attachments from Camera, Gallery, and Documents

New Features: - License Renewal - Producer Address Updates - Appointment Request - CE Updates

- Improvements and bug fixes

- Document upload feature - Improvements and bug fixes

- Document upload feature - Improvements and bug fixes

- UI updates - Improvements and bug fixes

- UI updates - Improvements and bug fixes

- Minor enhancements

- Login with biometric - Minor enhancements