PolicySmart connects clients to expert industry-specific brokers.

  • We do not sell product; we are outsourced collaborative procurement consultants.
  • Our on-demand resources help organizations realize rapid and sustainable savings.
  • Our proprietary database--The CMR Database®, contains systematically distilled data from over 10,000 global brokers, broker-dealers, provider specialists, and direct writers.
  • PolicySmart® puts control of the procurement process into your hands.

Areas of expertise:

  • Property/Casualty, Group Benefits, and Retirement Programs
  • Strategic Sourcing, Spend Analysis, Spend Management, Broker/Specialist Identification.
  • RFP Management, Price and Terms Negotiation.

Over $115,000,000 client savings to date!


Your bottom line depends on creating the


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We are not Brokers

We are Consultants

You don't need to leave your broker!