PRODUCER LICENSE COMPLIANCE — ALL 50 STATES

License compliance
that runs itself.

AgentSync charges $100,000/year and requires Salesforce. Velo gives your agency the same real-time license tracking, CE credits, and renewal alerts across all 50 states — for $49/month. No enterprise contract. No Salesforce.

Start free — no credit card See how it compares
All 50 states NIPR-verified Real-time alerts SOC 2 Type II

Get a free compliance audit

Enter your email and agency size. We'll run a free license status check across your producer list and send you the report — no signup, no credit card.

Everything a producer needs

Track every license in real time

Pull NIPR-verified license data for every producer in your agency. See status, expiration, and lines of authority at a glance — no manual lookups.

  • Live sync with NIPR across all 50 states + DC
  • Multi-producer dashboards for agency managers
  • Lines-of-authority breakdown per state
  • One-click compliance export for carrier audits
License Status ● Live
Producer State Expires Status
J. Martinez FL Mar 15 '26 Active
K. Thompson TX Jan 31 '26 Expiring
D. Okafor GA Nov 8 '25 Lapsed
R. Singh CA Jun 30 '26 Active
⚠ 2 renewals due in 30 days Renew now →

Appointment tracking without the spreadsheet

See every carrier appointment for every producer in one place. Get notified before appointments lapse and ensure your team is always authorized to sell.

  • Carrier appointment status across all lines
  • Automated lapse warnings 60/30/7 days out
  • Appointment history and reinstatement tracking
  • Bulk appointment management for agency growth
Appointments 18 Active
Carrier Line State Status
Nationwide Life FL, TX Active
Transamerica Annuity All Active
Mutual of Omaha Health GA Pending
North American IUL CA Active
⚠ 1 appointment pending 14d Follow up →

Never miss a CE deadline again

Track continuing education requirements per state, per producer. See exactly how many hours are completed and what's still needed before the renewal window closes.

  • State-specific CE hour requirements auto-loaded
  • Ethics and specialty credit tracking
  • CE deadline calendar with sync to Google/Outlook
  • Recommended course integrations (WebCE, Kaplan)
CE Progress 3 Due Soon
Producer State Done Needed
J. Martinez FL 20 hrs Complete
K. Thompson TX 10 hrs 5 left
D. Okafor GA 2 hrs 22 left
R. Singh CA 24 hrs Complete
⚠ D. Okafor renewal in 45 days Find courses →

Automated alerts before anything lapses

Velo monitors your entire team's compliance posture and sends targeted alerts so nothing slips through the cracks — for you and for the producer.

  • Configurable alert windows: 90/60/30/7 days
  • Email + SMS + Slack notification channels
  • Producer self-service renewal action links
  • Manager digest: daily or weekly summary emails
Alert Center 4 Urgent
Alert Type Producer Due Channel
License Exp. K. Thompson 14d Email
CE Deadline D. Okafor 45d SMS
Appt Lapse J. Martinez 7d Urgent
Renewal Open R. Singh 60d Slack
⚠ J. Martinez appt expires in 7 days Take action →

How Velo compares to AgentSync

Enterprise compliance software shouldn't cost an enterprise budget.

Feature Velo AgentSync
Starting price $29/month ~$100K/year
Self-serve setup
Per-producer pricing Enterprise only
NIPR integration
SOC 2 Type II
CE credit tracking Add-on cost
Free tier / trial ✓ 14 days free
💡 AgentSync starts at $100K/year. Velo starts at $29/month.

Simple pricing. No surprises.

Pick a plan that fits your agency size. Upgrade or downgrade any time.

Solo
$29 /mo

1 producer — perfect for independent agents.

  • All 50-state license tracking
  • NIPR-verified status
  • Renewal email alerts
  • CE credit tracker
  • Compliance export PDF
Get started — $49/mo →
Agency
$199 /mo

Unlimited producers + API access.

  • Everything in Team
  • Unlimited producers
  • REST API + webhooks
  • SSO / SAML login
  • Custom alert rules
  • Dedicated account manager
  • SLA 99.9% uptime
Start Agency — $149/mo →

Stop losing deals to
compliance gaps.

Start free today — see your license status in 5 minutes.

Start free trial — $49/mo Request compliance audit →