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 Producer Management — From Appointment Request Through Termination
A producer is not compliant once. They are compliant in each state they write in, for each line of authority they hold, with each carrier they are appointed to, for as long as the license, the CE and the appointment all stay current — and every one of those has its own clock. Multiply that across a few hundred producers and dozens of states and the exposure is no longer something a spreadsheet can hold.
Saratoga manages the whole lifecycle. Direct NIPR integration, synced daily, keeps every license, line of authority and CE record current without anyone rekeying it. Automated monitoring surfaces an expiry, a deficiency or a status change weeks ahead of the date rather than after it. Dedicated compliance professionals handle the applications, renewals and state-specific requirements your team would otherwise chase. And when a producer leaves, the termination and the affiliation change are filed on the state's schedule, with the record to prove it.
clients working from a real-time compliance dashboard
100%
clients served
1,000
+
US states and territories
55
licenses under management
200,000+
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
See Every Producer, Every State, on One Screen
Your roster, reconciled against NIPR, with every gap listed.