Built for insurance producers
Never miss a producer license or CE deadline.
Track your resident and non-resident licenses and the continuing education each state requires — with reminders before every renewal, so your appointments never lapse.
Free for your first license · No credit card required
- Resident & non-resident licensesOn track
- State CE hours (incl. ethics)62 days
- E&O insurance18 days
- Carrier appointmentsOn track
The deadline you forget is the expensive one
Insurance agents tell us the tracking is the worst part. Here's where it goes wrong:
Multi-state CE is a maze
Every state you’re licensed in has its own CE hours, ethics rules, and deadline. Miss one and your ability to write business there stops.
Renewals on different clocks
Resident and non-resident licenses renew on different dates. Keeping them straight in a spreadsheet is risky.
Proof when you need it
A carrier or the DOI asks for proof of CE or active licensure — and you’re digging through old emails.
Everything to keep your credentials current — and prove it
A vault for every credential
Your license plus every credential that expires — each with its own expiry reminder.
Progress that does the math
A live progress ring per license, with sub-requirements like ethics tracked separately.
Reminders before every deadline
Email nudges at 90, 60, 30, and 7 days before anything renews or expires.
Compliance readiness score
One number across everything you track, with a tap-through list of what needs attention.
Audit-ready in one click
A complete PDF packet: a summary, a dated course log, and every certificate in order.
Free tools & 50-state guides
Calculators and CE requirement guides for your profession — no signup required.
Free tools for insurance agents
No signup — just useful math.
Your state's CE requirements, explained
Free, plain-English guides to insurance agents CE rules in all 50 states.
Simple pricing, zero surprises
Start free with one license. Upgrade when you need more — less than the cost of a single CE course.
Free
Track one license and a couple of credentials, free.
$0forever
- 1 license + 2 vault credentials
- Up to 10 credit entries
- Private certificate & document vault
- Compliance readiness score & study plan
- Reminders at 30 & 7 days
- Free calculators & 50-state guides
No card required
Pro
Your whole credential life — unlimited tracking, sharing, and exports.
$9/month
or $79/year — save 27%
- Unlimited licenses & credit entries
- Full credential vault + expiry reminders (BLS, CPR, DEA, malpractice…)
- One-click audit-ready PDF export
- Credentialing packet + résumé export
- Verified public profile + QR code
- Reminders at all four checkpoints (90/60/30/7)
Cancel anytime
Insurance agents ask us
Can it track licenses in multiple states?
Yes — add each resident and non-resident license with its own renewal date and CE requirement. CredTally tracks them independently and reminds you for each.
Does it handle the CE ethics requirement?
You can add sub-requirements (like an ethics portion) to any license, and CredTally tracks hours toward each one separately.
Where do the CE rules come from?
We publish free CE guides for insurance producers in all 50 states. You confirm your exact requirement and track against it.
Your license is your livelihood. Protect it.
Start tracking — freeSet up your first license in under 2 minutes.