FOR INDEPENDENT INSURANCE AGENTS

Your license doesn't lapse overnight. It lapses when you stop tracking it.

One dashboard for every state you're licensed in: status, CE hours, and deadlines, instead of five separate notices that might not even reach you.

Start freeFree for your first license
YOUR LICENSES4 states
CaliforniaP&C312 days
TexasLife41 days · 6h CE short
FloridaP&Cexpired 3 days ago
New YorkLife198 days
0GRACE PERIOD

Once a license lapses, you can't write business in that state until it's reinstated, and reinstating after expiration is slower and more expensive than renewing on time.

Everything that keeps you eligible to sell, in one place

Not just a countdown: the actual requirements, tracked per state, plus the other things that quietly lapse alongside your license.

Unlimited licenses, every state

Track as many states and license types as you actually hold, with no artificial cap.

CE hours, by state rules

Ethics, flood, annuity, long-term care: the calculator knows each state's specific add-ons.

Reminders that actually arrive

Email and calendar alerts at 90, 60, 30, and 7 days, regardless of the address a state has on file.

E&O insurance tracking

Your errors & omissions policy lapses on its own schedule, tracked right alongside your licenses.

Carrier appointments

Appointments with carriers lapse too, visible next to your license status instead of a separate spreadsheet.

State-by-state renewal checklist

Exactly what's required to renew in each state: not just a date, the actual steps.

“I'm licensed in six states and used to track it all in a spreadsheet. Now I just open one page.”

independent broker, early user

Pricing that fits your situation

No contracts, cancel anytime. Every plan includes unlimited licenses, CE tracking, E&O and appointment tracking, reminders, document storage, renewal checklists, and CSV export.

Independent Agent
$15/month
  • 1 agent
  • Unlimited licenses, every state
  • CE hours tracked by state rules
  • E&O and carrier appointment tracking
  • Reminders at 90, 60, 30, and 7 days
  • Audit-ready PDF report
  • Email support
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Agency
$99/month
  • Up to 5 agents
  • Owner dashboard across the team
  • Everything in Independent Agent
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Agency Plus
$179/month
  • Up to 15 agents
  • Priority support
  • Everything in Agency
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