PolicySwap
Carrier Partnerships

A tech-enabled distribution channel
for the insurance industry.

PolicySwap is a licensed insurance agency operating an AI-powered consumer shopping and servicing platform. Our coverage analysis engine, AI policy assistant, and compliance audit trail deliver pre-qualified, suitability-matched customers to carrier partners.

For Carriers

Mass Market Personal Lines

Auto & home distribution channel for Progressive, Travelers, Safeco, Nationwide, Auto-Owners, Cincinnati, and the rest of the independent-channel P&C market. See our product, projected volume, and the case for appointment.

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For HNW Carriers

Private Client

HNW distribution for Chubb Masterpiece, PURE, Berkley One, Cincinnati Executive Capstone, and AIG PCG. Founder is a CFA/FRM with 15+ years in institutional risk management, lives in Armonk, NY ($1.3M+ median home values), and built a dedicated Private Client coverage analysis engine.

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At a glance
140+
Coverage analysis rules
38
Carriers in cancel DB
50
States + DC (regulatory)
5
Launch states (NY/NJ/CT/MA/FL)
See the live product
You can visit the working PolicySwap customer experience at /app or the consumer landing page at policyswap.ai. The product is fully built — we're not pitching a plan, we're pitching a shipped platform.
For a guided walkthrough or to discuss a direct appointment, contact Doug Bortner at doug@policyswap.ai or 203-376-1994
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