Built to catch every cancellation

PolicyLantern watches your carrier portals for pending cancellations, sends your team a daily email alert and helps you reach clients before coverage lapses. Here is every feature in one place.

Works with most carriers
No credentials shared
14-day free trial

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The PolicyLantern dashboard listing pending cancellations across every carrier portal

Three ways to catch a cancellation. Only one catches them all.

Question	Checking portals by hand	Carrier downloads	PolicyLantern
Portals with no cancellation report	Only if someone opens every policy	Not included	Read right from the page
When you find out	Whenever someone checks	Often days late, sometimes never	The same day it shows in the portal
Every carrier at once	One portal at a time	One file per carrier	One dashboard
Who hears about it	Whoever did the checking	Whoever opens the file	A daily email to the team members you choose
Reaching the client	Up to your team	Up to your team	Optional automatic client emails

Portals with no cancellation report
PolicyLantern: Read right from the page
Checking portals by hand:
Only if someone opens every policy
Carrier downloads:
Not included
When you find out
PolicyLantern: The same day it shows in the portal
Checking portals by hand:
Whenever someone checks
Carrier downloads:
Often days late, sometimes never
Every carrier at once
PolicyLantern: One dashboard
Checking portals by hand:
One portal at a time
Carrier downloads:
One file per carrier
Who hears about it
PolicyLantern: A daily email to the team members you choose
Checking portals by hand:
Whoever did the checking
Carrier downloads:
Whoever opens the file
Reaching the client
PolicyLantern: Optional automatic client emails
Checking portals by hand:
Up to your team
Carrier downloads:
Up to your team

An agent relaxing while PolicyLantern watches four carrier portals and counts pending cancellations, renewals and non-renewals

Detection

Catch every cancellation. The same day.

PolicyLantern reads policy status right from the carrier portal, so nothing waits on a late download.

Catch every pending cancellation

PolicyLantern reads the carrier portal page itself. It finds pending cancellations even on portals that have no search, filter or report for them.

Track non-renewals and renewals
See non-renewals and upcoming renewals next to your pending cancellations.
Same-day detection
Status changes show up in your dashboard the same day they appear in the portal. Carrier downloads are often late, and some never arrive.
Runs in the background
PolicyLantern syncs quietly while your team logs into carrier portals as usual.
Turns on by itself
The extension activates on supported carrier pages and shows a “PolicyLantern is active” notice so you know it’s working.

Dashboard

Every carrier. One dashboard.

See every policy in one place, and find the ones that need attention fast.

One dashboard for every carrier

See all your policies across every supported carrier in one place.

Search and filter
Find any policy fast by carrier or by status.
Carrier sync status
See which carriers have synced and which have not.

An agent calling a client about a pending cancellation alert before the policy is cancelled

Alerts and team

Daily alerts. For your team and your clients.

The right people hear about pending cancellations every day, and clients can hear from you automatically.

Client emails

Turn on automatic emails to policyholders for any pending cancellation reason. Use the standard PolicyLantern template or write your own.

Daily email alerts
Get one email each day with the client name, carrier, policy number and effective date for every pending cancellation.
Team seats
Choose which team members get cancellation alert emails. The number of seats depends on your plan.

The PolicyLantern extension installed with no API, no IT and no credentials

Security and setup

Secure by design. Simple to set up.

No carrier logins shared, no AMS to replace and a setup session with our team.

No credentials shared

Your team logs into carrier portals as usual. PolicyLantern never asks for or stores your carrier logins.

Built on Manifest V3
Built on Google’s current Chrome extension standard.
Encrypted data
Your data is encrypted in transit and at rest.
White-Glove Carrier Setup
A 30-minute session to set up your carrier mix and alert timing.
Works with your AMS
PolicyLantern works alongside your agency management system. No data migration needed.
Custom carrier work
Don’t see your carrier? Or does one need extra setup for your region or agent code? We build custom carrier integrations and adjust the extension for your agency.