POLICY SMART

Risk Management Consultants

An electronic trading platform that offers CFOs and Business Owners unprecedented access to a wider marketplace of insurance policies and retirement plans.

What is Policy Smart?

Business Insurance Policies
Unparalleled access to over 13,000 Brokers and Specialists.

Transparent

Unbiased and data-driven methodology has led to over $125M in client savings.

Trusted

Operating globally in over 120 countries since 1999 with a 95% success rate.

Objective

Policy Smart is an Electronic trading platform that enables CFO’s and business owners to compare and trade insurance policies and corporate sponsored retirement plans using proprietary technology and a database of over 13,000 broker specialists in 120 countries.

We execute confidential national and international benchmarks using rates and portfolio characteristic comparisons between and among commercial buyers on a matching basis.

We provide market data to assist clients in making better more informed trading decisions, connectivity solutions that facilitate objective and transparent straight-through processing to optimize trading environments and broker/vendor execution services.