Atlas by Cornerstone

Atlas by Cornerstone

Cornerstone Licensing Services
+
+

Related Products

  • Predict360
    18 Ratings
    Visit Website
  • Macaw AMS
    8 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website
  • Setyl
    48 Ratings
    Visit Website
  • Filejet
    38 Ratings
    Visit Website
  • EZO AssetSonar
    114 Ratings
    Visit Website
  • Phonexa
    238 Ratings
    Visit Website
  • Service Center
    122 Ratings
    Visit Website
  • Interfacing Integrated Management System (IMS)
    66 Ratings
    Visit Website
  • Acuity Scheduling
    6,321 Ratings
    Visit Website

About

Agenzee is a cloud-based insurance licensing, appointment, and compliance management platform designed to automate and simplify the complex regulatory processes faced by insurance organizations and individual producers in the United States by providing a unified dashboard, real-time tracking, and intelligent alerts for license renewals and carrier appointments so teams never miss deadlines or fall out of compliance. It centralizes workflows that traditionally rely on spreadsheets or disparate tools, offering automated license applications and renewals, direct integration with the National Insurance Producer Registry (NIPR) for daily synchronization of data accuracy, and the ability for carriers to submit new or termination appointment requests directly through the system. Agenzee enhances visibility with interactive dashboards and customizable widgets that provide insights into compliance status, open tasks, and regulatory actions.

About

Atlas by Cornerstone is a compliance platform that helps multi-state financial services businesses obtain and maintain their licenses, surety bonds, state registrations, and other compliance documentation. Instead of juggling 50 state portals, spreadsheets, and deadlines, you get a single dashboard showing every license, its status, automated renewal tracking so nothing lapses, document storage for certificates and filings, and real-time visibility into applications in progress. Every account is backed by a dedicated licensing specialist. Atlas centralizes licenses, bonds, documents, filing activity, renewal dates, deadlines, and action items providing real-time status visibility, document storage and downloads, work-history records, due-date tracking, and a state-by-state view of licensing coverage. Each account is supported by a dedicated licensing specialist from initial application through ongoing renewals and expansion.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies, brokers, carriers, MGAs/MGUs, FMOs/TPMOs, TPAs, and solo insurance producers who need a centralized, automated platform to manage licensing, appointments, and compliance across multiple states

Audience

Regulated financial services companies especially in the money transmitter/MSB, lending, mortgage, and debt collection/debt buying industries that operate multi-state.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$20 per month
Free Version
Free Trial

Pricing

Custom pricing
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Agenzee
Founded: 2023
United States
agenzee.com

Company Information

Cornerstone Licensing Services
Founded: 1998
United States
cornerstonelicensing.com/atlas/

Alternatives

Alternatives

Sircon

Sircon

Vertafore
eVisitor Kiosk

eVisitor Kiosk

THRESHOLD VMS

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Agenzee and update features and information
Claim Agenzee and update features and information
Claim Atlas by Cornerstone and update features and information
Claim Atlas by Cornerstone and update features and information