Insurance Agencies & Brokers
Compliance Software & Managed Services Built for the Way Agencies Actually Work
Trusted By The Most Innovative & Efficient Insurance Agents, Carriers & MGAs
Your Producers Should Be Selling – Not Chasing Paperwork
As an agency or brokerage, your revenue depends on getting producers licensed, contracted and selling as quickly as possible. But the compliance overhead – license renewals, appointment tracking, surplus lines filings, E&O verification, CE monitoring – consumes time and resources that should be driving growth. Saratoga was built to solve this exact problem.
Hear How We Help Our Clients, In Their Own Words

"This is the first software I've used like this. At our previous agency, we didn't have that. We had to use a lot of spreadsheets and input information manually, and it wasn't efficient. It was redundant, a lot of time spent updating things. With this software, you just run reports. It's amazing. I'm in it every single day, seeing what licenses are going to expire in 30, 60, 90 days. The team at Saratoga just makes our lives with licensing more efficient."

"We had a previous provider, and it felt like their system was built in the mid-'90s. It wasn't the most user-friendly. We were looking for something more out-of-the-box, ready to go, and that's where Saratoga and Creative Compliance came in. It eliminates a lot of the manual work we had to do previously, and the sky's the limit with what we can do. It's been great since."

"Almost immediately out of the gate, we knew we needed a compliance solution. My first thought was, 'Hey, we'll do it ourselves.' Well, that thought lasted about 10 seconds when I realized the magnitude of what that takes. From the moment I spoke with Saratoga, I could not have had a better experience. They're easy to work with, they communicate quickly and openly, and they completely take the headache out of maintaining all the regulatory requirements so I can focus on growing our business."
How Saratoga Helps Agencies & Brokers
01
Rapid Producer Onboarding
Operating under a trade name or “doing business as” designation? We manage the filing and publication obligations associated with DBA registrations, monitor renewal dates on your behalf and ensure your DBA registrations are filed well in advance of impending deadlines – all while providing you with complete visibility and peace of mind.
02
Always-On Compliance Monitoring
Stop guessing about license renewals, CE requirements or state-by-state regulatory changes. Our platform monitors compliance continuously and updates automatically as rules evolve.
03
One Unified Platform for All Producer Data
End the fragmentation. Consolidate producer records, license statuses, appointment details and compliance documentation into one centralized platform that your entire organization can access.
04
Affordable & Scalable
Whether you manage 50 producers or 5,000, our pricing scales with your business. No hidden fees, no surprise charges – just predictable costs that deliver measurable savings from Day 1.
Ready to Work with Saratoga Compliance?
Eliminate Compliance Infractions, Reduce Costs & Unleash Your Teams to Sell with Saratoga