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.
A streamlined system designed for speed, accuracy, and simplicity.
Use our secure browser extension to authenticate carrier access. No integration required.
Policy statuses are tracked continuously, including pending cancellations, renewals, and non-renewals.
Get alerts before critical policy changes go into effect—giving your team time to respond and retain business.
Eliminate 10+ hours of manual carrier portal checks across your team.
Catch pending cancellations before they become effective.
Transform reactive service into proactive policy management.
Redirect resources to revenue-generating activities.
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.
Aggregator and cluster pricing available.
This easy to use extension has allowed my team to detect "surprise" cancellations before they occur by giving us a list of all pending cancellations across multiple carriers. This info helps us retain clients and provide a better client experience, which saves me money and lots of headache — especially with a team of 30+ agents!
Preston Wood
CEO, Family First Insurance
PolicyGuardian is an amazing tool for our agency. We have been able to notify clients of pending cancellations and do what we can to resolve them ahead of time. This is huge for policy retention and overall client experience.
Michelle Cease
Operations Manager, Family First Insurance
Policy Guardian has been extremely helpful in catching policies that are pending cancellation for a number of reasons that we typically would not be notified of. This allows us to alert our clients and reinstate policies before running into issues. Love it!
Cloie Watson
Service Administrator, Family First Insurance
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.
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.
Basic
Up to 1000 polices (1 seat)
Ideal for solo brokers, small teams, and lean agencies
Standard
Up to 2500 polices (2 seats)
Built for established brokerages managing larger volumes
Business
2500+ polices (3 seats)
For high-volume agencies and multi-location broker groups
Enterprise
Custom Quote
5,001+ policies (custom quote, 3+ seats)
Tailored solutions for large organizations