Trusted by agencies running 50+ agents

We stopped keeping sticky notes on which agent is up for renewal next. AEPWatch just hands us the list every morning — and the carrier side keeps up automatically.

One inbox for license, appointment, and certification dates was the missing piece. Once everything lived in the same view, our admin time per week dropped sharply.

We do not have anyone discovering an expiry the same day it lapses anymore. The digest catches it weeks ahead, and our team only steps in when something actually needs attention.

Rolling up carrier appointments under each agent is the part that paid for itself. A single producer with three carriers used to be three separate conversations — now it is one row.

Onboarding a new agent used to take a week of paperwork follow-up. Now the compliance picture builds itself as their appointments populate, and we know exactly when they are ready to write.

We were already comfortable tracking renewals in our biggest state. AEPWatch is the first tool that took the long tail of small-market states seriously enough to put them on the same dashboard.