PolicyLantern
Case Studies

Real agencies. Real results.Real commission recovered.

See what happens when independent brokerages stop manually checking carrier portals. Real policies saved. Real commission recovered. Real improvement in retention.

  • 100+ independent brokerages
  • Avg $3,200/mo recovered
  • 10+ hours saved per week
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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 problem

The hidden cost of missed cancellations in independent agencies

How many policies are at risk in a typical agency, the cost of one missed cancellation ($500–$2,000 in annual commission), why manual portal checks fail at scale, why carrier emails arrive too late.

Here is what happens when agencies stop relying on manual checks and start using PolicyLantern.

Stories

Four agencies. Four turning points.

  1. $28K

    in 90 days

    A 12-agent shop spotted 14 surprise cancellations they would have missed

    Family First Insurance saw 14 pending cancellations across Allstate and Progressive in their first quarter — every one of them was reinstated before the effective date.

  2. 10×

    ROI in month one

    A solo broker recovered $3,200 in week one

    Independent broker Casey Stein installed PolicyLantern on a Tuesday. Friday's first save covered the next twelve months of subscription cost.

  3. 94%

    saved

    Retention lifted from 78% to 94% across the book

    An eight-location broker group rolled PolicyLantern to every producer and watched cancellations drop while client satisfaction climbed.

  4. +$120K

    annualised

    Aggregator scaled monitoring to 32 sub-agencies overnight

    What used to require a dedicated retention analyst now runs in the background — every sub-agency uses the same dashboard, the same alerts.

    • 32 sub-agencies onboarded in 14 days
    • Cancellations dashboard rolled to every producer
    • Single playbook adopted agency-wide
“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

FAQ

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.

Ready to write your own case study?

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