GuardenerAI for insurance brokers is a CRM set up around policies and renewals. It keeps each policyholder with their policies, carrier, line of business, annual premium and renewal date, lists upcoming renewals in date order, and reaches clients by email, SMS or WhatsApp from the same records. It is for independent brokers and small agencies that want every renewal worked on time.
A broker’s year is renewals. When policies sit in a carrier portal, the client in a spreadsheet and the conversation in an inbox, renewals get worked late and cross-sell never happens. GuardenerAI keeps the person, every policy they hold and every conversation in one place.
Each policy carries its number, insured person, carrier, line of business, status, annual premium, effective date and renewal date, linked to the policyholder it covers.
The Upcoming renewals view sorts every policy by renewal date, so the team works the next ones first instead of finding them late.
Send renewal reminders and check-ins by email, SMS or WhatsApp from the same records, with consent and unsubscribes handled for you.
Every policy names its line of business, so the renewal call is the moment to see who holds home cover without auto and open a cross-sell opportunity on the spot.
Start from the Insurance Broker starter template in Settings, then adjust anything. Everything a template adds stays editable.
One record per policy, linked to the insured person. Status runs Quoted, Active, Lapsed and Cancelled; the carrier list is yours to edit.
The policyholder, with every policy they hold and every email filed against them.
New business and cross-sell quotes on a pipeline board, separate from the policies already in force.
Renewal calls and document chases, assigned and dated.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
Your book lives in its own isolated, encrypted space with an audit trail no one can quietly edit, and default-deny roles decide who sees what. Your data is never shared with another workspace.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for financial advisors, mortgage brokers and accounting firms. See every industry.
Tell us about your team and what you want to see, and we'll reply by email to set a time.
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