Frequently askedquestions

No - PolicyLantern works alongside existing systems (EZLynx, HawkSoft, NowCerts). It fills the real-time monitoring gap. Carrier downloads arrive 3–7 days late; PolicyLantern detects status changes the same day they appear in the portal. No data migration, no workflow disruption.

We catch pending cancellations across all your carriers before they cost you a renewal. PolicyLantern is a cancellation detection system for independent agencies — it runs through a Chrome extension that quietly monitors your carrier portals as your team uses them, then surfaces every pending cancellation in one dashboard and emails the right person the moment a policy is at risk.

Your team logs into carrier portals exactly the way they do today. The Chrome extension reads what's already on screen and pulls policy and status data into a unified dashboard. Because detection happens at the page level, we can flag pending cancellations even on carrier portals that have no built-in search, filter, or report for those statuses.

No. There are no APIs to negotiate and no custom integrations to build or maintain. Your carriers stay exactly where they are, and PolicyLantern layers monitoring on top of the workflows your team already knows.

Most agencies see pending cancellations in their dashboard during the first session. We include a 30-minute White-Glove Carrier Setup where we configure your carrier mix, alert cadence, and routing rules - so your team is ready on day one.

Results depend on book size and carrier mix. As one example, Family First Insurance loaded over 5,000 policies into PolicyLantern, identified 115 pending cancellations, and protected an estimated $37,375 in commission in their first 90 days. Our built-in Revenue Protection Tracker quantifies your savings automatically over time.

Yes. We back every plan with a 7.5x Return Protection Guarantee: if the savings identified in your first 90 days don't reach at least 7.5× your subscription cost, you don't pay for that quarter. For a typical 1,000-policy book on the basic plan, catching roughly one policy per month clears the threshold.

The opposite - we're built to replace complexity. Instead of logging into dozens of portals, stitching together emails and CSVs, and hoping nothing slips through, your team works from one dashboard with real-time alerts and pre-written Save-the-Policy scripts.

When a policy hits pending cancellation, the responsible team member gets an alert with the policy details and ready-to-use phone, text, and email scripts - matched to the cancellation reason (non-payment, underwriting, client-requested, and so on). Outreach stays fast, consistent, and professional no matter who handles it.

Through Agency-Wide Team Access with Smart Alert Routing. Each alert goes to the person or role responsible for acting on it - for example, account managers for service follow-up - so producers stay focused on selling instead of hunting through portals.

ASNOA endorsed PolicyLantern for partner agencies because it provides a system - not just a person - for catching cancellations: detection where portals fall short, routing that gets alerts to the right team member, and fast, consistent responses within the typical 30-day window before lapse.