PolicyGuardian Extension

PolicyGuardian (Policy Guardian) helps agents track and manage policies with live updates and cancellation alerts.

PolicyGuardian empowers independent insurance brokerages to proactively protect their book of business by automatically monitoring policy statuses across multiple carrier portals. This extension seamlessly connects your carrier logins to PolicyGuardian’s unified dashboard, enabling real-time detection of pending cancellations, non-renewals, and renewals. Eliminate the need for tedious manual checks and catch critical policy changes before they impact your clients. Features include secure carrier authentication, background data synchronization, customizable alerts, and analytics—all designed to reclaim time, prevent lost revenue, and transform client service from reactive to proactive. Built for insurance agencies managing thousands of policies to independent brokers, Policy Guardian makes sophisticated retention technology accessible to brokerages of any size, helping you elevate operations and protect your renewals effortlessly.