Stop Policy Leakage.
Protect Your Book.
Legacy systems are built for accounting. BookGuard is built for retention. Stop the silent churn with 90-day renewal alerts and AI rate forensic analysis.
Stop being the
"Bad Guy"
When rates spike 20%, our AI Rate Forensics analyzes carrier shifts and generates professional 1-pagers to help you explain premium increases to your insureds. Focus on the relationship, let us handle the data.
Generate your first Forensics ReportNo more
"Silent Churn"
Legacy systems alert you when a policy has already lapsed. BookGuard identifies renewals 90 days out, giving you the time you need to round out the account or re-shop the coverage.
Your Executive
Command Center
Stop hunting through spreadsheets. View your entire Book of Business in a high-fidelity dashboard designed for retention and growth.
Real-time
Portfolio Sync
Connect your carrier data to see total premium volume and retention rates visualized in real-time.
The BookGuard Commitment
A note to the Independent Agent
We'll be honest: We don't have 5,000 corporate logos to show you. We don't have venture capital funding pushing us to sell your data to carriers.
We built BookGuard because we saw independent agency owners getting squeezed. You're running $5M+ books of business on messy Excel sheets because legacy AMS tools feel like they were built in 1995.
Our promise is simple: We will never sell your data, we will never charge you for "seats," and if you ever want to leave, we'll export your data and hand it back to you within 24 hours.
We aren't trying to be the biggest software company. We're trying to be the most useful tool in your agency.
Built with Integrity
For the Independent Authority
How It Works
Get started in three simple steps.
Connect Your Data
Import your existing policies and clients from your current AMS or spreadsheets. We handle the migration for you.
Set Up Automation
Configure your 90-day renewal alerts, AI rate analysis, and team permissions. Customize workflows to match your agency.
Start Protecting Revenue
Monitor your book of business, receive renewal alerts, and use AI insights to retain more policies.
Investment Plans
Predictable growth for independent authorities.
Solo Agent
The independent producer who works alone and just wants to stop losing policies.
Stop policy leakage before it impacts your revenue
Growth Agency
Small agencies with 2-5 agents who want to look highly professional to their clients.
Turn rate-hike questions into data-driven consultations.
Authority Agency
Established agencies ready to fully modernize their renewal operations.
Professionalize your entire agency's Book of Business.
Frequently Asked Questions
Everything you need to know about BookGuard.
How long does onboarding take?
We handle data migration from your existing AMS or spreadsheets, so you don't lose any historical data. Onboarding time varies based on your data volume.
What carriers do you integrate with?
We support CSV imports from any carrier and offer API integrations for many carriers. Contact us to discuss your specific needs.
Is my data secure?
Yes. We use bank-level encryption (AES-256) and never sell your data. You maintain full ownership of all policy and client information.
Can I cancel anytime?
Absolutely. No long-term contracts. Cancel anytime with no penalties. Your data is exported and returned to you within 30 days of cancellation.
Do I need to install anything?
No. BookGuard is 100% cloud-based. Access from any device with a browser. No software downloads, no IT overhead.
What if I need help?
Every plan includes email support. Independent Agency and Authority plans include priority support with dedicated account managers and onboarding assistance.
BookGuard vs Traditional AMS
Built for retention, not just accounting.
| Feature | BookGuard | Traditional AMS | Spreadsheets |
|---|---|---|---|
| 90-day renewal automation | ✓ | ✗ | ✗ |
| AI rate forensics | ✓ | ✗ | ✗ |
| Real-time carrier sync | ✓ | Manual | ✗ |
| Health score tracking | ✓ | ✗ | ✗ |
| Mobile app | ✓ | Limited | ✗ |
| Client portal | ✓ | Add-on | ✗ |
| Setup time | Fast | Weeks | N/A |
| Monthly cost | $99+ | $500+ | Free |
Never open
another tab
Stop switching between carrier portals and spreadsheets. BookGuard brings your entire Book of Business into one unified command center.