Onboard, license, appoint, and pay producers across every state and every carrier — built for the Operations and Compliance teams that keep insurance businesses selling.
Built by a team with 25+ years in insurance & financial services technology and 50+ combined years of startup experience.
Operations teams chase license expirations, appointments, and CE deadlines across spreadsheets, NIPR portals, agency management systems, and manual data entry. When something falls through, it becomes a compliance incident — but the root cause is operational fragmentation. AgentLocus replaces the patchwork with a single producer record.
Six pillars built around how producer organizations actually run — from first contact to ready-to-sell, from renewal to compliance audit.
From first contact to ready-to-sell. Producer onboarding with NIPR-verified data, contracts, e-signatures, and automated workflows — in one record, across every state and carrier.
Automate new and renewal applications for individuals and businesses nationwide. Daily NIPR synchronization for accurate, real-time data on licenses and regulatory changes.
Track, submit, and terminate carrier appointments directly from the dashboard. Per-carrier, per-state, per-LOA granularity — with full audit trail on every submission.
Commission rate schedules graded by policy year, scoped by state, with per-entity overrides. The compensation module legacy producer management platforms charge extra for — built in.
CE tracking with LOA granularity and category awareness. Approved course catalog, agent self-service submission, agency or carrier review, and automatic compliance recalculation.
Monitor actions against licenses at a glance. PDB Alerts reconciliation, RIRS triage, automatic compliance holds, and field-level entity change log — exportable on demand.
One platform, role-aware. Each user — carrier, agency, or producer — sees the modules that matter for their work.
For over two decades, our founding team worked inside some of the largest insurance and financial services organizations in the country. We watched carriers, agencies, and brokers wrestle with producer management — juggling spreadsheets, chasing renewals, and manually tracking appointments across dozens of states.
The tools that existed were either outdated, overly complex, or built as afterthoughts inside larger systems. Operations and Compliance teams deserved better — a purpose-built platform that brought clarity, automation, and control to the entire producer lifecycle.
That's why we built AgentLocus. Not as an outsider's guess at what the industry needs, but as an insider's answer to the problems we lived with every day.
— The AgentLocus founding team
Read the full storyThe platform delivers measurable improvements to your producer management operations.
Carriers, MGAs, agencies, brokers, FMOs, TPAs, and individual producers — one platform, configured for the way each one operates.
Encryption at rest and in transit. Role-based access control with least-privilege carrier sub-roles. A field-level entity change log and a complete NIPR submission audit trail. SOC 2 Type I readiness in progress. Producer data stays inside the boundary you set.
See the security pageNIPR-direct submission. PDB Alerts subscriber-grade reconciliation. ACORD-compliant data exchange. A modern REST API for everything else.
Direct SOAP integration. Every transaction type, every state. Synchronous submission, real-time status, full request and response audit log.
Subscriber-grade integration with NIPR PDB Alerts. Daily reconciliation, ACORD XML parsing, NPN-based matching across carrier and agency tenants.
ACORD XML compliant for license and appointment data exchange. Supports perpetual licenses, multi-LOA granularity, and state-specific behaviors.
Modern REST API for integration with policy admin systems, AMS platforms, CRM, and HRIS. JIT appointments and batch endpoints for high-volume programs.
Here's what happens after you reach out. No pressure, no commitment — just a clear path to better producer management.
A quick 30-minute call to understand your producer management challenges and organizational needs.
We walk you through AgentLocus with scenarios tailored to your business type and scale.
Get hands-on with a free sandbox environment to explore features at your own pace.
Onboarding, configuration, and training — your team is productive from day one.
Designed to deliver value in under 30 days. Productivity gains start in the first week.
Don't see what you're looking for? Reach out — we'll get you an answer within 24 hours.
Most organizations are fully onboarded within 30 days. This includes configuration, data migration from legacy systems, NIPR integration, and team training. Simple setups can go live in as little as 2 weeks.
Yes — AgentLocus provides daily automated synchronization with NIPR for accurate, real-time data on licenses, appointments, and regulatory changes across all 50 states.
We serve carriers, agencies, MGAs, brokers, FMOs, TPAs, and solo practitioners. The platform scales from a single producer to enterprise organizations managing thousands of agents across all states.
Yes — we offer a free sandbox environment so you can explore the platform hands-on before committing. Request a demo and we'll set one up for you. No credit card, no commitment.
Yes. We offer REST APIs and custom integrations to connect AgentLocus with your AMS, CRM, HR systems, and other tools. Our team configures integrations during onboarding.
Pricing is built to undercut legacy producer management platforms. Plans scale with producer count and lifecycle coverage. We send a transparent quote within 24 hours of your demo — no procurement gauntlet, no surprise add-on fees for the things that should be in the box.
A 30-minute live demo with our team. We walk through scenarios from your operations — onboarding, licensing, appointments, compensation, CE — and you tell us where the rough edges are.
