Insurance Producer License & CE Tracker
Download the free Insurance Producer License & CE Tracker and keep every resident and non-resident license, line of authority, carrier appointment, and continuing-education hour on one register — before anyone writes business on a lapsed credential.
Insurance Producer License & CE Tracker
Microsoft Excel (.xlsx) — Free
Track producer licenses by state — license type, lines of authority, carrier appointments, CE hours required vs completed, days to license expiry, and Overdue / Due Soon / OK / Complete status. Includes an auto-calculated dashboard and lookup dropdowns. Date and status focused — not a renewal filing or NIPR tool. No sign-up required.
Free Template DownloadWhat's Inside the Spreadsheet
Three pre-built sheets that give agencies and producers one register for every state license, appointment, and CE cycle.
License & CE Tracker Sheet
15 columns: sample flag, producer, state, license type (Resident / Non-Resident), license number, lines of authority, carrier appointment, appointment status, license expiration, CE hours required / completed, CE hours remaining (auto), days to license expiry (auto), and status (Overdue / Due Soon / OK / Complete / Missing Date). Due Soon = ≤30 days.
Producer License Dashboard
KPIs for overdue, due soon, OK, complete, and missing-date rows. Action-needed rollup, CE shortfall count, breakdown by resident vs non-resident, appointment status counts, and a license health score.
Dropdown Lookup Lists
Editable lists for States (50 + DC), License Type, Lines of Authority, Appointment Status, Sample Flag, Status Labels, and CE Status — keeps multi-state producer data entry consistent.
Built for Agencies & Producers
Whether you hold one producer's resident license or an agency matrix of non-resident states, lines, appointments, and CE, this spreadsheet gives you one register for expiration and hours remaining — framed for date and status visibility, not legal determinations or NIPR filings.
- Individual producers managing resident and non-resident renewals plus CE
- Agency licensing managers watching every producer's state matrix
- MGAs and brokerages with producers writing across many states and carriers
- Compliance and E&O leads who need appointment status beside license dates
- Teams that need a date/status spreadsheet before automating license reminders
Automate Producer License & CE Reminders
Spreadsheets work — until one producer holds a dozen states, several lines, and a stack of carrier appointments on different cycles. Remindax automates email, SMS, and WhatsApp reminders before every license, appointment, and CE deadline, and keeps the agency matrix audit-ready. See our insurance producer license tracking page for how multi-stage alerts keep every producer authorized.
- Automated email, SMS & WhatsApp license, appointment & CE reminders
- Per-state and per-appointment intervals with staged 90/60/30/7-day alerts
- Agency-wide matrix view; export status for exams or carrier audits
- Forever Free plan — no credit card required
Stop losing track of
critical deadlines.
Join 30,000+ businesses that use Remindax to automate expiry tracking, compliance, and renewal reminders — so nothing slips through the cracks.