PolicySmart

PolicySmart is an independent insurance and retirement cost-reduction platform purpose-built for CFOs of mid-market and large businesses.

We help organizations lower costs on property & casualty insurance, group benefits, and 401(k) plans—without switching brokers. Using our proprietary technology and a global network of over 13,000 custom-selected brokers, we benchmark your current coverage against real-time market data to uncover hidden fees, eliminate waste, and identify smarter options.
We don’t sell insurance, and we don’t get paid unless we save you money. With guaranteed savings, objective advice, and a streamlined, simple benchmarking process, PolicySmart empowers CFOs and business leaders to cut costs and gain control, without disrupting existing broker relationships.