Vanguard Insurance Group

Vanguard Software

Agency Management Platform
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Main

  • Dashboard
  • Leads
    • Active Leads
    • Archived Leads
  • Clients
    • Clients
    • Policies
    • Renewals

Tools

  • Lead Generation
    • Carrier Lookup
    • Generate Leads
    • Email & SMS Blast
  • Communications
  • Market

Administration

  • Carriers
  • Compliance
  • Accounting
  • Reports
  • Settings
  • Downloads
Insurance Market Intelligence LIVE
FMCSA Policy Trend Analysis Β· Real-time carrier market share
 MKT
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 Market Summary
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 Top Movers
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 New Entrants
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VIEW
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Carrier Watchlist β€” YoY Comparison
# Carrier Current 12mo Prior 12mo YoY Ξ” Trend Appt
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Comparative Rating Engine

Get Instant Quotes from Multiple Carriers

Available Quotes

Carrier A

Progressive

$1,200/year

  • Comprehensive Coverage
  • $500 Deductible
  • Roadside Assistance
Carrier B

State Farm

$1,350/year

  • Premium Coverage
  • $250 Deductible
  • Rental Car Coverage
Carrier C

Allstate

$1,150/year

  • Basic Coverage
  • $1000 Deductible
  • Liability Only

Add New Client

Automation Center

Active Workflows

24

Time Saved

156 hrs/month

Tasks Completed

1,247

Automated Workflows

Welcome Email Series

Sends 5 emails to new clients over 30 days

Renewal Reminders

Auto-notify clients 60, 30, and 7 days before renewal

Document Generation

Auto-create certificates and ID cards

Lead Scoring

Automatically score and prioritize new leads

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