Stop Entering Licenses Manually: NPN Is All You Need

Adding a license to an agent's profile takes two minutes. Multiply that by 50 agents across 30 states, and you've lost hours or days to data entry.

The real cost isn't the initial setup for one agent. It's the setup and ongoing maintenance for dozens or hundreds of agents: tracking renewals, catching expirations, or updating records when agents get licensed in new states. Additional real costs are leads accepted (and paid for) that are routed to agents without the right license. This costs real marketing dollars and ties up valuable agent time.

That's why we at Onyx Platform automate and simplify license synchronization for your agents.

Onyx Platform Syncs Licenses Automatically from NIPR

When you create an agent in Onyx Platform and enter their NPN, we pull their license data directly from the National Insurance Producer Registry (NIPR). Every state, every line of authority, every expiration date.

The sync isn't a one-time import. We receive updates when licenses expire, renew, or get added. Your records stay current without anyone touching a spreadsheet.

Once the agent logs in and goes online, we automatically route calls based on their up-to-date state licensure. If you need custom routing, you can turn off specific states at the agent or agency level for training purposes or marketing source requirements.

A Simple Way to Notify Agents About Expiring Licenses

Agency Insights flag licenses approaching expiration automatically. You see which agents need to renew and when.

From that same screen, get a reminder email template to send to the agent's contact info saved in Onyx Platform. No drafting messages, no hunting for contact info.

In addition to that, agents can also see all of their active licenses with expiration dates in their own personal dashboard.

License Management Should Be Infrastructure

We built license syncing into Onyx Platform because it's table stakes for running and growing an agency at scale. Your time should go toward growth, not admin work. Contact us if you want to focus on growth and let us handle the rest!