Stop losing sleep over
missed CE renewals
ClearCE answers the four questions every compliance owner dreads: who is licensed, what is due next, what proof do we have, and what breaks if we miss it — all in one dashboard.
The real cost of spreadsheets
Every missed renewal is a revenue risk
Multi-state insurance agencies are juggling dozens of renewal dates, hour requirements, and proof documents — across multiple staff and lines of authority. The penalty for getting it wrong isn't just a fine. It's lost business.
Spreadsheet sprawl
License data lives in six different files, no one version is current, and the last person who knew the logic left two years ago.
Surprise deadlines
CE hours come due at the worst time. You only find out when an agent can't write a policy — or worse, when the state sends a notice.
Audit scrambles
When regulators or E&O carriers ask for proof, teams spend days hunting for certificates, transcripts, and completion records.
Multi-state complexity
Each state has different CE hour counts, approved course lists, and reporting windows. Tracking it manually is a full-time job.
How it works
Five steps from chaos to compliance
ClearCE maps to the real compliance process — not a generic LMS. Get your entire team audit-ready in under an hour.
Import People & Licenses
Upload from CSV or connect your AMS. Every agent, license number, state, and line of authority in minutes.
Set CE Requirements
Configure requirements by role, state, and license type. Pre-built rules for all 50 states — just review and confirm.
Track Course Completion
Agents log completions directly. Managers see progress across the whole team on a single dashboard.
Store Proof & Evidence
Upload certificates, transcripts, and receipts. Everything stays organized and instantly retrievable for audits.
Trigger Renewal Workflows
Automated reminders escalate from agent → manager → principal before anything expires. Nothing falls through the cracks.
Platform capabilities
Everything you need. Nothing you don't.
ClearCE is purpose-built for insurance compliance — not a generic LMS. Every feature is designed around the insurance CE loop.
Compliance Dashboard
See every agent's compliance status at a glance. Filter by state, license type, or renewal window. Drill down in one click.
State Rule Engine
Pre-loaded CE requirements for all 50 states and major lines of authority. Rules update automatically when regulations change.
Evidence Vault
Store certificates, transcripts, and receipts securely. Every document linked to the right license and period — audit-ready instantly.
Renewal Calendar
Visual calendar of every upcoming deadline. Sync to Google or Outlook. Never get surprised by a renewal date again.
Smart Reminders
Configurable reminder cadences that escalate automatically. Agents get nudges; managers get alerts; principals get escalations.
Audit Trail
Full history of every completion, approval, exception, and document upload. Pass any regulatory audit with confidence.
CSV & AMS Import
Import existing license data from a spreadsheet or your agency management system. Get set up in under an hour.
Agent & Role Profiles
Complete profiles for every team member — licenses, states, lines of authority, CE history, and expiration dates.
Roles & Permissions
Agents see their own data. Managers see their team. Principals see everything. SOC 2 compliant storage.
A lapsed license isn't just a fine.
It's a blocked producer.
When an agent's CE lapses, they can't write new policies until the license is reinstated — sometimes for weeks. For a mid-size agency, that's not an inconvenience. It's a material revenue event.
- Producer loses ability to bind policies immediately
- State reinstatement processes take 2–6 weeks
- Regulatory fines from $500 to $10,000+ per violation
- E&O carrier may question coverage during lapsed period
- Reputational risk with clients and carrier partners
True cost of one lapsed license
ClearCE's annual plan starts at $149/mo — less than one missed renewal.
Simple, transparent pricing
Start free. Scale as you grow.
No setup fees. No long-term contracts. Cancel anytime. All plans include unlimited document storage and state rule updates.
Starter
For small teams getting started
- Up to 10 licensed agents
- All 50 state CE rules
- Evidence vault (5 GB)
- Email renewal reminders
- CSV import
- Advanced audit reports
- API access
Agency
For growing multi-state agencies
- Up to 50 licensed agents
- All 50 state CE rules
- Evidence vault (50 GB)
- Email + SMS reminders
- Escalation workflows
- Advanced audit reports
- API access
Enterprise
For large organizations & MGAs
- Unlimited agents
- All 50 state CE rules
- Unlimited evidence storage
- All reminders & escalations
- Full audit trail & reports
- REST API + webhooks
- Dedicated onboarding & CSM
All plans include a 14-day free trial · No credit card required · Cancel anytime
Frequently asked questions
Questions? We've got answers.
Everything you need to know about getting your agency set up on ClearCE.
-
Most agencies are fully set up within an hour. You import your agent roster via CSV, confirm the CE requirements for your states and license types, and you're live. Our onboarding wizard walks you through every step, and our team is available to help with larger imports.
-
Yes. ClearCE includes pre-built CE requirement rules for all 50 states, covering P&C, Life, Health, and specialty lines. Rules are maintained by our compliance team and updated automatically when state requirements change — you don't have to track regulatory changes yourself.
-
Absolutely. Agents get their own login and can upload certificates, log course completions, and see their own compliance status. Managers review and approve submissions. This removes the bottleneck from compliance owners having to chase down and enter data manually.
-
Every action in ClearCE — course completion, document upload, manager approval, exception granted — is logged with a timestamp and user ID. You can export a full audit report in PDF or CSV format at any time. Regulators and E&O carriers consistently accept these reports.
-
Yes. ClearCE is SOC 2 Type II certified. All data is encrypted at rest and in transit. Documents are stored in geo-redundant cloud storage. We do not sell or share your data with third parties. You can export or delete your data at any time.
-
Yes. We provide a standard CSV template that maps to common fields from Excel, AMS360, Applied Epic, and other agency management systems. Enterprise customers get dedicated migration support. Most agencies are migrated and live within one business day.