Admin
Compliance Alerts
Live snapshot of agent licenses and carrier appointments expiring within the next 30 days. Send a test alert to any agent to verify the email plumbing before the daily cron fires.
Flagged agents
0
Unique agents with at least one near-expiring license OR carrier appointment.
Flagged licenses
0
All state licenses inside the 30-day window.
Flagged carrier appointments
0
Carrier appointments inside the 30-day window.
Agents
Click “Send test alert” to email the agent list right now — the same combined digest the cron sends at 9 AM UTC.
Loading flagged licenses and carrier appointments…
How alerts work
The daily cron ingests FL license rows, upserts them via /api/licenses/ingest, then emails every agent with at least one license or carrier appointment inside the 30-day window. Carrier appointments are tracked in parallel via /api/carrier-appointments/ingest. Agents receive one combined digest — never one email per resource.
Backfill from a manual CSV export? POST the parsed JSON array to /api/licenses/ingest or /api/carrier-appointments/ingest with the x-manager-secret header.