Free Insurance Agency Tools & Calculators
Calculate producer commissions, estimate premium finance payments and agency value, and review insurance licensing requirements by state. Free resources for U.S. independent agency owners, producers, and customer service representatives (CSRs).
Insurance Agency Calculators
Insurance Producer Commission Calculator
Calculate total agency commission and the producer’s share using the policy premium, commission rate, and agreed split. Compare scenarios by changing the inputs.
Insurance Premium Finance Calculator
Estimate monthly payments and total interest using the insurance premium, down payment, interest rate, and financing term. Compare payment scenarios before reviewing a lender’s quote.
Insurance Agency Valuation Calculator
Estimate a planning range for your agency using commission and fee revenue, EBITDA margin, client retention, and book composition. Use the result as a starting point for a valuation discussion.
Calculator results depend on the inputs and assumptions used. They are estimates, not financing offers, compensation agreements, or formal business appraisals.
Insurance Licensing & CE Tracking
State Insurance License Tracker
Track every state insurance credential, monitor mandatory continuing education deadlines, and organize agency error and omission policies in one automated workspace. Receive structured renewal reminder alerts before expiration dates across all jurisdictions.
Commercial Insurance Renewal Review
Commercial Insurance Renewal Review Checklist
Use a seven-point workflow to compare expiring and renewal policies and flag changes for review. The guide covers policy details, forms, and endorsements, with human review before delivery.
Business Filing Resources
LLC & Corporation Annual Report Requirements
Find state filing guides and official registry links for your agency’s LLC or corporation. Confirm the filing schedule and requirements for your entity type with the state.
Questions About These Resources
Are these tools for insurance professionals or policyholders?
These resources are designed for U.S. insurance agency owners, producers, and service teams. They support agency calculations, licensing research, and renewal review. They do not compare insurance quotes or recommend coverage for consumers.
Can I check my completed CE credits here?
The licensing directory helps you find requirements. To check credits already recorded for you, use the transcript service designated by your state. NIPR provides a directory of continuing education transcript services.
Is the renewal checklist an automated policy review tool?
It is a written workflow for reviewing renewal changes. It does not process policies on this page or replace a licensed professional’s review.