PolicyLantern

A real agency. Real results.Real commission recovered.

See what happens when an independent brokerage stops manually checking carrier portals and lets PolicyLantern surface every pending cancellation in real time.

5,000+ policies monitored115 pending cancellations caught$37,375 protected in 90 days
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$3,200/mo

Average commission recovered per agency

10+

Hours saved per week, per team

94%

Retention lift on flagged policies

100+

Independent brokerages onboarded

The hidden cost of missed cancellations in independent agencies

Before PolicyLantern, Family First faced three problems that quietly compounded every month. Some carrier portals didn't surface pending cancellations at all — no search, no filter, no alert. The team spent hours every week stitching together data from portals, emails, and notices, yet still couldn't say with confidence that nothing was slipping through. And they had no way to quantify what missed cancellations were costing the book.

Here is what happened when Family First Insurance replaced manual checks with PolicyLantern.

Family First Insurance Agency

How Family First Insurance protected $37,375 in 90 days.

  1. 01

    PROBLEM

    Family First Insurance - Problem

    Family First Insurance manages more than 5,000 policies across multiple carriers. Before PolicyLantern, the team had no reliable way to track pending cancellations - some carrier portals didn't surface them at all. Manual portal checks were inconsistent, and policies were lapsing before the team knew they were at risk.

  2. 2

    IMPLEMENTATION

    Family First Insurance - Implementation

    The entire setup took under one minute. No IT team, no API integrations, no credential sharing. Agents installed the Chrome extension and logged into their carrier portals as usual - PolicyLantern began monitoring automatically from day one. A 30-minute White-Glove Carrier Setup mapped Family First's specific carrier mix and configured alert rules.

  3. 03

    SOLUTION

    Family First Insurance - Solution

    PolicyLantern surfaced every pending cancellation across all carriers in one dashboard - before any policy could lapse unnoticed. The team stopped logging into multiple portals and started acting on real-time alerts instead. When a policy moved to pending cancellation, Smart Alert Routing sent the right team member ready-to-use Save-the-Policy scripts tailored to the cancellation reason.

  4. 04

    RESULTS

    Family First Insurance - Results

    Within the first 90 days on PolicyLantern, Family First Insurance turned hidden cancellations into protected commission - and built a repeatable, system-based cancellation prevention workflow that no longer depends on one person's memory or inbox.

    • 115 pending cancellations caught in the first 90 days
    • $37,375 in commission protected through Revenue Protection Tracker
    • Full visibility across 5,000+ policies in a single dashboard
    • Repeatable, system-based cancellation prevention workflow
“PolicyLantern quietly pays for itself every week. The first cancellation we caught covered the year, and now my whole team trusts the alerts more than the AMS download.”

Preston Wood

CEO, Family First Insurance

Questions about case studies

Are these results typical?
These are the strongest published outcomes from agencies who run the Save-the-Policy Playbook every week. Mileage varies with book size and carrier mix — the 10× ROI guarantee is what we underwrite for new accounts.
How fast does an agency see results?
Most agencies catch their first surprise cancellation within seven days of installing the extension and logging into their carrier portals as usual.
Do you have case studies for solo brokers?
Yes — solo brokers benefit just as much, often more. The middle case study above is a solo broker; the playbook scales to any team size.
Can we share our results with you?
Absolutely. Tell us your numbers and we will turn them into a case study (with your approval) so other brokers can see what is possible.

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