Optimize your insurance, benefits, and retirement plans — no broker change required. Unlock independent, data-backed savings today.
We’re Not Brokers
We don’t accept commissions or fees from insurance providers—our sole focus is saving you money, which is guaranteed.
Simplified, Centralized Process
One electronic platform to upload documents, review your coverages, compare costs, and leverage our proven system to find the best policies—all without the 40+ hours of administrative work.
Market Access, Multiplied
Connect to 13,000+ brokers and vendors across 120 countries using our proprietary CMR Database®. Expand your options beyond localized vendor relationships for better results.
Performance-Based Fees
No savings, no payment. With a 95% success rate, we've helped organizations like yours save over $130 million.
How PolicySmart Saves You Money
Proven Results
We’ve helped clients save over $130 million through unbiased audits that lead to smarter decisions.
Tap into a network of over 13,000 brokers and vendors across 120 countries to enhance your market reach and pricing leverage.
Our proven process saves 95% of the time — if you don’t save, you don’t pay. Our guarantee is in writing.
Smarter Risk Decisions Start Here
PolicySmart assists CFOs and business leaders in cutting costs on insurance, benefits, and retirement plans—without changing brokers or compromising on coverage. As non-brokers, we never take commissions. Our platform compares your plans against over 600,000 data points and connects you with 13,000+ trusted experts in 120 countries. With a 95% success rate and more than $130M saved to date, our performance-based model guarantees you only pay if you save. It’s that straightforward.
Educational Services:
Technical college with 1400 employees and $325M in annual revenue. Saved 30% on Group Benefit insurance with three-year savings of $ 2.17 M.
Alternative Capital Provider:
Saved $1.4M in Group Benefit expenses over five portfolio companies over three years.
Healthcare Provider:
Chris has been an incredible asset to our organization. He took the time to understand our insurance needs and found us the best coverage at the most competitive prices, without ever compromising on quality. He is extremely knowledgeable, responsive, and a pleasure to work with. We highly recommend Chris to anyone looking for top-notch insurance guidance!
Technical Services:
Uncovered gaps and secured a complicated coverage that their long-term broker could not do. Saved the client over $100,000. annually in P&C spend.
Health System:
Fourteen Hospitals in six states. Saved $1M on P&C expenses annually while improving coverage in service quality.
Health Care:
Private outpatient health care facility with 200 employees and over 50 MDs. Saved $80,000 annually on P&C (including malpractice) while maintaining coverage.
Some of our clients