Want New Clients? Partner with PolicySmart

Become a Partner

Partner with PolicySmart to offer smarter insurance, benefits, and retirement solutions that help you win more business and keep more clients—without adding overhead or risking your book.

We’re Not Brokers

We don’t compete, we complement. PolicySmart isn’t a broker. We don’t accept commissions or fees from carriers. Our only incentive is finding savings for the client—and making your proposals stronger in the process.

Boost Your Differentiation

When everyone’s quoting the same carriers, real savings stand out. We benchmark policies against thousands of real-world cases to uncover hidden inefficiencies others miss. You get a clear edge at renewal time.

Simplified, Centralized Process

Just register with your details and we’ll send you qualified clients looking to cut costs on their P&C, Group Health, or 401(k) Retirement Plans—no extra admin, no added overhead.

Results That Speak for Themselves

We work on a performance basis. If the client doesn’t save, no one pays. With a 95% success rate and over $130 million saved to date, you’re aligning with a proven partner.

Case Studies

High-Limit Protection for High-Impact Talent – Voluntary Long-Term Disability (VLTD)

How Brokers Can Deliver More Value with Voluntary Long-Term Disability (VLTD) When it comes to…
Active Shooter Insurance

Active Shooter Insurance: What is it and Who Should Consider

Active Shooter Insurance (also known as Active Assailant Coverage)  High-profile mass shootings over the last…
Risk Management

Defining risk avoidance versus risk reduction: what you need to know

Defining risk avoidance versus risk reduction: what you need to know As a business owner,…

How PolicySmart Saves Clients Money

Proven Results

$130M+

Savings Delivered

We’ve helped clients save over $130 million through unbiased audits that lead to smarter decisions.

13,000+

Global Broker Connections

Tap into a network of over 13,000 brokers and vendors across 120 countries to enhance your market reach and pricing leverage.

95%

Success Rate

Our proven process saves 95% of the time — if you don’t save, you don’t pay. Our guarantee is in writing.

Smarter Tools. Stronger Results.

PolicySmart helps you deliver measurable savings to your clients—without changing carriers, disrupting relationships, or adding to your workload. We’re not brokers, and we don’t take commissions. Instead, we benchmark policies against 600,000+ data points to uncover real cost-cutting opportunities across P&C, Group Health, and 401(k) plans. With a 95% success rate and over $130M saved, our performance-based model means clients only pay if they save. You stay in control—we just make you look even better.

Register Here

Technical college with 1400 employees and $325M in annual revenue. Saved 30% on Group Benefit insurance with three-year savings of $ 2.17 M.

Health Care:

Saved $1.4M in Group Benefit expenses over five portfolio companies over three years.

Alternative Capital Provider:

Uncovered gaps and secured a complicated coverage that their long-term broker could not do. Saved the client over $100,000 annually in P&C spend.

Technical Services:

Fourteen Hospitals in six states. Saved $1M on P&C expenses annually while improving coverage in service quality.

Health System:

Private outpatient health care facility with 200 employees and over 50 MDs. Saved $80,000 annually on P&C (including malpractice) while maintaining coverage.

Health Care:

Latest Blog

Case Studies

High-Limit Protection for High-Impact Talent – Voluntary Long-Term Disability (VLTD)

How Brokers Can Deliver More Value with Voluntary Long-Term Disability (VLTD) When it comes to…
Active Shooter Insurance

Active Shooter Insurance: What is it and Who Should Consider

Active Shooter Insurance (also known as Active Assailant Coverage)  High-profile mass shootings over the last…