AEP Deadline Readiness
Walk into AEP with every license and appointment intact
AEP opens October 15. One missed renewal or expired appointment between now and then — and you start the busiest week of the year reactive, not ready.
— days until AEP opens — are your licenses and appointments ready?
Miss one appointment expiry and you don't just lose the policy — you lose the commission, and you spend the rest of the week explaining it to clients.
AEPWatch tracks every license, appointment, and certification across your roster so nothing — and no one — slips past you during AEP.
Compliance dashboard
Every state, in one view.
See soonest license renewals, soonest carrier appointments, and the full roster of agents and dates that are on your radar — surfaced the moment any deadline approaches.
Expiration alerts
The 30-day window, every morning.
Anything expiring inside the next 30 days is flagged in-app and pushed through the daily digest — "Past due" vs "X days remaining" — until it renews or slips, so you know what to chase today.
Multi-agent & appointments
One roster, many carriers.
Carrier appointments roll up under each agent, so a single agent with three carriers expiring inside the same window shows up once in your queue — and the rest of the roster keeps getting watched.