Policy Path · Profit Protection Program

Recover & protect $100,000+ in commission revenue in the next 36 months.

Built for health-insurance agents and agencies who are done with missed renewals, under-paid commissions, and admin overload.

Apply for a Profit Protection Slot

We onboard a maximum of 25 agencies per month to protect implementation quality.

Projected 3-Year Impact

+$100,000

Book Type

ACA · Medicare · Group

Policy Path shows you where money is leaking, which renewals are at risk, and what needs to happen today.

If you’re like most agents, this is real:

Your data is scattered across carrier portals, spreadsheets, and email.
Renewals sneak up on you and some simply slip through the cracks.
You’re not sure if every commission dollar you’re owed has actually been paid.
Admin is eating half your week and nobody sees the full picture of your book.

Policy Path was built so health-insurance professionals can run their book like a real business: predictable renewals, clean commissions, and a clear plan for growth.

The goal is simple: recover and protect at least $100,000 in renewal and commission revenue over the next three years—while cutting your admin time in half.

The Profit Protection Platform

Policy Path is the engine that quietly runs your book in the background: renewals, leads, commissions, and compliance in one place.

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Never-Miss-A-Renewal Engine

Auto-generated renewal tasks for ACA, Medicare, and Group.
Product-specific logic and timelines built into the system.
Daily “what matters now” dashboard.

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Lead & Pipeline Manager

Single inbox for all leads across channels.
Simple stages: New → Contacted → Quoted → Pending → Enrolled.
Kanban view so every opportunity is visible.

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Commission Leak Detector

Import carrier statements in minutes.
Automatic matching to clients and policies.
“Suspicious gaps” report and missing payment detection.
Monthly revenue trend summaries.

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HIPAA-Safe Workspace

Encryption at rest and in transit.
Role-based access and activity logging.
Immutable client timeline: notes, calls, emails, tasks, documents.

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Agency Controls

Group renewals and group-level visibility.
Multi-agent permissions and standardized workflows.
User access controls that protect the book when people move on.

Live in 90 minutes, not “someday”.

This is not another tool you promise you’ll “set up after busy season.” Implementation is built into the offer.

Guided Import Wizard

Templates for ACA sheets, Medicare books, carrier exports, and old CRM data. Clean in, clean out.

1-on-1 Assisted Migration Call

We map your fields with you and walk through the first import live. You leave the call with data loaded and usable.

90-Minute Launch Plan

A clear checklist to switch on renewals, leads, outreach templates, and commission imports—so the system is actually running.

The Profit Protection Toolkit (Included)

$3,285 in targeted assets that remove every common obstacle between you and a fully implemented system.

Bonus #1 · $497

Never-Miss-A-Renewal Blueprint

Done-for-you renewal cadence for ACA, Medicare, and Small Group so nobody has to guess “when should we reach out?” again.

Bonus #2 · $997

Commission Leak Detector Setup Call

We configure your commission import, mapping, and first run so you walk away knowing exactly where you’re underpaid.

Bonus #3 · $597

Agency Playbook Fast-Start Templates

Plug-and-play SOPs for renewals, outreach, documentation, policy reviews, and compliance so your team runs the same play.

Bonus #4 · $397

HIPAA-Safe Messaging Toolkit

Scripts and settings that keep PHI out of the wrong channels and give everyone confidence about how to communicate.

Bonus #5 · $797

Personalized Book-of-Business Financial Forecast

We calculate CLV, expected renewals, projected lost revenue, and commission recovery based on your actual book—not theory.

Total bonus value: $3,285. Included when you join the Policy Path Profit Protection Program.

Your downside is protected.

You’re putting your book of business into a new system. That should feel exciting—not risky. So we structure the program to protect you on both sides: experience and results.

30-Day Love-It-Or-Leave-It

Try Policy Path for 30 days. Import data, run renewals, process commissions. If it doesn’t feel like the command center you’ve been missing, you can walk away and get your money back.

$2,000 Recovered Revenue Promise

If the Commission Leak Detector doesn’t reveal at least $2,000 in likely commission leaks within your first 60 days, we keep working with you at no additional cost until it does.

How the program works.

We work with a limited number of agencies at a time so each implementation gets the attention it deserves.

Solo / Small Agency

$1,500–$2,500 setup

+ $297–$497 / month

Ideal for solo agents and lean teams ready to get control over renewals, commissions, and growth.

Growing Agency

$497–$997 / month

Based on seats and scale

For agencies adding producers, managing group renewals, and standardizing how the entire team runs the book.

Apply for the Policy Path Profit Protection Program

Share a few details about your book and current systems. If it’s a fit, we’ll walk you through a personalized revenue protection plan and onboarding timeline.