Built for Independent Brokerages Like Yours
PolicyGuardian is designed specifically for independent brokerages that manage multiple carrier relationships. Whether you’re a small agency or a growing operation with thousands of policies, we help eliminate the blind spots and manual work that slow your team down.
Small agencies looking to scale without added overhead
Mid-sized brokerages managing thousands of policies
Aggregators supporting many producers and carrier partners
Operations teams seeking proactive retention tools to create a better client experience
If your team manually checks carrier portals for pending cancellations or misses cancellations, PolicyGuardian is designed to streamline and secure the process for you.
How PolicyGuardian Works
A streamlined system designed for speed, accuracy, and simplicity.
Connect Your Carriers
Use our secure browser extension to authenticate carrier access. No integration required.
Monitor in Real Time
Policy statuses are tracked continuously, including pending cancellations, renewals, and non-renewals.
Take Action Early
Get alerts before critical policy changes go into effect—giving your team time to respond and retain business.
Measurable Results
Save Time and Money
Eliminate 10+ hours of manual carrier portal checks across your team.
Prevent Lost Policies
Catch pending cancellations before they become effective.
Increase Retention
Transform reactive service into proactive policy management.
Focus on Growth
Redirect resources to revenue-generating activities.
Pricing That Scales With Your Brokerage
Every plan includes full access to our current carrier integrations and core monitoring features. As we continue adding new carriers and enhancements, early customers receive all updates at no additional cost.
Basic
$149
/MONTHLYUp to 1000 polices
Ideal for solo brokers, small teams, and lean agencies
- Unified policy dashboard
- Real-time status change alerts
- All current carrier integrations
- Unlimited team members
- 14-day free trial
- Save hours of manual work and protect against lost revenue
Standard
$399
/MONTHLYUp to 3000 polices
Built for established brokerages managing larger volumes
- Unified policy dashboard
- Real-time status change alerts
- All current carrier integrations
- Unlimited team members
- 14-day free trial
- Save hours of manual work and protect against lost revenue
Enterprise
$799
/MONTHLY3000+ polices
For high-volume agencies and multi-location broker groups
- Unified policy dashboard
- Real-time status change alerts
- All current carrier integrations
- Unlimited team members
- 14-day free trial
- Save hours of manual work and protect against lost revenue
Aggregator and cluster pricing available.
Built in Collaboration With Industry Leaders
PolicyGuardian is being actively developed and refined with feedback from real brokerages. Our beta partners include agency owners and operations managers committed to eliminating manual workflows and protecting their renewal books.
Ready to Transform Your Policy Management?
Join forward-thinking brokerages using PolicyGuardian to streamline operations and protect their book.At PolicyGuardian, protecting your data is our top priority. That’s why we use HTTPS and TLS to ensure your information stays safe whenever it travels across the internet.
14-day free trial