CarrierSweep

For independent life agents

It scans all your carriers so you don't have to.

One button. Eight carrier portals. Your whole book — placed, lapsed, posted — read to you in plain English every morning.

Download for Windows On a Mac?

Windows 10 and 11. Mac: Apple Silicon or Intel. Needs Google Chrome. Setup guide.

  • No account
  • No cloud
  • Read-only
  • Logins stay on your computer
Eight portals, signed into and read. Dramatization with sample data.
One run reads

Eight portals. Eight logins. Every single morning.

Now it's one button while the coffee brews. The lapse surfaces before your first appointment, not on next month's statement.

1 run the whole book
~4 min start to read
0 uploads stays on your machine

Your book, in English.

Who placed. Who lapsed. What posted. Written like a text from your assistant, not a dashboard to decode.

The morning read: 'Pretty good night. Robert Tallon's Americo policy went active — $1,404.00/yr.'

Every event. One line. Dollar attached.

Placed, lapsed, posted, charged back. Copy it, export it, chase the one that matters.

The daily: one-line events — placed, new, lapsed — each with client, carrier, and premium

One button logs into everything.

It signs in as you, portal by portal, with live progress. 2FA? You type it. It waits.

The run strip mid-run: progress across carriers with a Stop button

Your logins live on your computer. Nowhere else.

No cloud. No server. No one in the middle. It runs on your machine, and it reads.

Your system's own vault

Logins sit in Windows Credential Manager or the Mac Keychain, the same place your browser keeps yours. Never in a file, never on a server.

Local-only

Your book stays on your machine. Nothing uploads. No account to make.

Read-only

It signs in, reads, and leaves. No clicks that touch a policy.

You type the 2FA

Security codes are yours. It waits while you type them. Never sees them, never stores them.

Eight portals today. More by request.

Missing yours? Email support. Carriers get added when agents ask.

Tomorrow morning, know first.

Add your logins tonight. Run it with tomorrow's coffee. Nothing leaves your machine.

Download for Windows Mac, Apple Silicon Mac, Intel

Windows: first open says "Windows protected your PC". Click More info, then Run anyway. It installs itself and opens. Once.

Mac: first open says it can't check the app. Click Done, then System Settings → Privacy & Security → Open Anyway. Once. Not sure which Mac? Apple menu → About This Mac, the Chip line.

Needs Google Chrome installed. Windows 10 or 11, or macOS 12 or newer. Step by step.