PolicyLantern

How PolicyLantern works

Automated policy monitoring across every carrier portal. No integrations, no IT department, no technical setup. Install in under 60 seconds and start catching pending cancellations before they become effective.

  • Works with most carriers
  • 1-minute setup — no IT needed
  • 14-day free trial
The PolicyLantern dashboard listing pending cancellations across every carrier portal

Manual portal checks are costing your agency money

Hours lost every day

Team logs into 10+ portals daily, time away from clients and sales.

Carrier notifications arrive too late

Cancellation downloads land days after the carrier flagged the policy.

Every missed cancellation = real money lost

Average commission per saved policy ranges from $500 to $4,000.

$1,000 – $4,000 recovered

PolicyLantern eliminates all three problems — automatically.

Four steps. One quiet revolution.

  1. 01

    Install the Chrome extension in under 1 minute

    One-click install from the Chrome Web Store. No accounts to create, no servers to configure.

    chromewebstore.google.com/detail/policylantern-extension
  2. 02

    Log into your carrier portals as you normally would

    PolicyLantern reads policy status data while you work — no credentials stored.

  3. 03

    See every pending cancellation in one dashboard

    Real-time status changes surface in the unified dashboard the same day they appear in the portal.

  4. 04

    Save the policy before it cancels

    Use the Save-the-Policy Playbook to act fast — call the client, fix payment, prevent the lapse.

Built for security. Zero credential risk.

Audit trail

Every action logged with timestamp — defensible audit trail for E&O compliance.

Encryption

All data encrypted in transit and at rest. HTTPS and TLS throughout.

Credentials

PolicyLantern never stores carrier usernames or passwords. Extension reads status data only while logged in.

Not an AMS replacement

Works independently from AMS.

Michelle Cease

Operations Manager, Family First Insurance

“PolicyLantern is an amazing tool for our agency. We have been able to notify clients of pending cancellations and do what we can to resolve them ahead of time. This is huge for policy retention and overall client experience.”

Ready to catch your first pending cancellation?