Setup guide

From download to your first morning read.

Windows or Mac. About 20 minutes, most of it typing one-time codes into your carriers. After that it runs itself.

• Before you start
• Download
• First open
• Your carrier logins
• The first run
• Codes by email
• Every morning after
• Updates
• If something's off
• Straight talk

Before you start

• Windows 10 or 11 (64-bit), or a Mac on macOS 12 or newer (Apple Silicon or Intel).
• Google Chrome installed. CarrierSweep opens your carrier portals in its own Chrome window. Get Chrome if you only use Safari.
• Your username and password for each carrier you sell.
• Your phone. Carriers text or email a code the first time. Royal Neighbors uses an authenticator app, have it handy.

Carriers it reads today: Aflac (Aetna Senior Products), American Home Life, Americo, American Amicable, Gerber Life, Illinois Mutual, National Life Group, Royal Neighbors. Others get added when agents ask.

Download

Windows: one file, it installs itself. Mac: pick your chip. Apple menu → About This Mac. The Chip line says Apple M1, M2, M3, M4, or Intel. Open the downloaded file, drag CarrierSweep into the Applications folder next to it, then open it from Applications.

First open: the warning

CarrierSweep is not yet registered with Microsoft or Apple, so the first open needs one extra click. It is the same click for every small app from outside the store.

Windows

1. Your browser may say the file "isn't commonly downloaded". In Chrome, click the download, then Keep and Keep anyway. In Edge, click ... next to it, then Keep, Show more, Keep anyway.
2. Open the file. Windows says "Windows protected your PC". Click More info, then Run anyway.
3. It installs in a few seconds with no choices to make, and opens on its own. You'll find it in the Start menu as CarrierSweep from then on.

macOS 15 (Sequoia) and macOS 26 (Tahoe)

1. Double-click CarrierSweep. macOS says it "could not verify CarrierSweep is free of malware". Click Done. Not Move to Trash.
2. Open System Settings → Privacy & Security.
3. Scroll down to the Security section. There is a line about CarrierSweep being blocked. Click Open Anyway.
4. Confirm with your password or Touch ID, then click Open on the last dialog.

macOS 14 (Sonoma) and older

1. Right-click (or Control-click) CarrierSweep in Applications and choose Open.
2. Click Open on the warning.

Once. Windows and macOS remember your choice. They ask again only when you install an update, and then it is the same click.

"Not supported on this type of Mac"? You downloaded the wrong chip. Delete it and grab the other one above.

"CarrierSweep is damaged and can't be opened"? That's an older download. Move it to the Trash, download again from this page, and go through the steps above once more.

Your carrier logins

The first time it opens, three short screens walk you through what it does and the steps below. Click Next, then Add my logins. That opens Credentials, also always at the top right. The four steps stay on the main screen and tick off as you go.

1. For each carrier you sell, type your username and password and click Save.
2. Royal Neighbors also needs your agent number (letters and numbers, on your Royal contracting paperwork and commission statements). There's a third box on the Royal row for it. Without it Royal refuses to run reports.
3. On a Mac, macOS may ask to allow CarrierSweep to use your Keychain. Click Always Allow. Windows doesn't ask.
4. Skip the carriers you don't carry. They stay out of every run.

Logins are saved to Windows Credential Manager or your Mac's Keychain, the same place your browser keeps yours. They are never shown again and never leave the machine.

The first run

The buttons go left to right in the order of the morning.

1. Check & reconnect. A Chrome window opens and signs in to each carrier for you. Each carrier asks for a code the first time: type it in the box that pops up in the app. Royal Neighbors wants the authenticator app. Green means you're in.
2. Run the audit. The board fills in carrier by carrier. Your first run writes the baseline. There's no "what changed" yet, that starts tomorrow.

Plan 15 to 20 minutes with your phone next to you. This is the only hands-on run. Leave the Chrome window open, your sessions live there.

Aflac and American Home Life share one portal that allows one tab at a time, so American Home Life waits for Aflac to finish and then signs in on its own. Not a problem, just how that portal works.

Codes by email (optional, 3 minutes)

Aflac, American Home Life and National Life email you a six-digit code when they ask. If CarrierSweep can read that email, the morning run finishes without you. It reads only new messages that arrive right after a carrier asks for a code, and it never sends, deletes or saves anything.

You need a Google app password, not your normal Gmail password.

1. Go to myaccount.google.com/security and make sure 2-Step Verification is on.
2. Go to myaccount.google.com/apppasswords. Name it CarrierSweep, click Create, copy the 16-character password.
3. In CarrierSweep, open Credentials. The first block is Codes by email. Enter the Gmail address your carrier codes arrive at and paste the app password. Save, then Test the connection.

Codes landing in different inboxes? Add up to three. Outlook, Yahoo and iCloud work the same way with their own app passwords.

Every morning after

• CarrierSweep runs by itself at 6:00 AM. You'll get a notification with the headline. Click it to read the morning.
• To do that it stays open in the background and starts with your computer. On Windows, closing the window leaves it running behind the little CarrierSweep icon by the clock, right-click it to open, run now, or quit. Turn the Runs itself switch off and it stops doing all of that.
• Laptop closed at 6? It runs as soon as you open the lid. Never twice in one day.
• A carrier that needs you (a code, an expired password) is named in the notification. The rest of the read is still there.

Updates

When a newer build is out, a banner shows at the top of the app with a Get the update button. Windows: run the new installer, it replaces the old one. Mac: drag the new one into Applications and click Replace. The first open of a new build repeats the first-open click, and a Mac may ask again about the Keychain. Your logins and your history stay.

If something's off

Click Help at the top right.

• Copy diagnostics copies the build, your Windows or macOS version, whether Chrome was found and today's log. Numbers and emails are masked, passwords are never in it. Paste it into your message.
• Email support opens a message with the basics filled in.

Straight talk

• Read-only. It signs in and reads. No clicks that change a policy, no submissions, no payments.
• Your data stays here. Logins in Credential Manager or Keychain, your book as files in this computer's app folder. No account, no server, no one in the middle.
• Your accounts, your call. Most carrier portals' terms don't cover automated sign-in, and a carrier can lock an account it doesn't like. Use it on your own accounts, and know that risk is yours.

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