Producer & License Management
Comprehensive Producer Lifecycle Management Software & Managed Services – Covering Every Stage of the Producer Journey.
Trusted By The Most Innovative & Efficient Insurance Agents, Carriers & MGAs
Full-lifecycle Entity Management – From Formation Through Dissolution
Managing producer licenses across 50 states, multiple lines of authority and dozens of carriers is a compliance minefield. One lapsed license, one missed renewal, one overlooked regulatory change – and you're exposed. Saratoga's Producer & License Management platform eliminates that risk with real-time NIPR integration, automated monitoring and dedicated compliance professionals working alongside your operations team.
clients with real-time dashboard tracking
100%
clients served end to end across producer and license management
1,000
+
states and territories across the US
55
Product and license management across Canada
Discover The Most Powerful Producer & License Management Platform
Real-Time Producer Dashboard
At-a-glance visibility into every producer’s license status, lines of authority, continuing education requirements and regulatory actions – across all 50 states and U.S. territories. Drill down to individual producer profiles with a single click.
01
Automated License Monitoring & Renewal Alerts
Never miss a renewal deadline again. Our platform syncs daily with NIPR to flag upcoming expirations, CE deficiencies and status changes – giving your team weeks of lead time to act, not hours.
02
Onboarding Automation
Streamline producer onboarding with configurable workflows that verify licenses, validate lines of authority and confirm compliance requirements before a producer writes a single policy. Cut onboarding timelines from weeks to days.
03
Compliance Scorecard & Risk Analytics
Understand your compliance posture at the organizational level. Identify which producers, states or lines of business carry the most risk – and take corrective action before regulators come calling.
04
Managed License Services
Don’t have the bandwidth to manage producer licenses in-house? Our dedicated license operations professionals leverage AI-assisted tooling to handle renewals, new applications, CE tracking and state-specific requirements on your behalf.
05
Ready to Work with Saratoga Compliance?
Eliminate Compliance Infractions, Reduce Costs & Unleash Your Teams to Sell with Saratoga