Pricing

Protection at every level

From solo captive agents to full agency networks — Retention Guardian has a plan built for your operation.

🛡️All agent plans include a 7-day free trial

For agents

Watchman

$39.95/mo

Free for 7 days, then $39.95/mo

Up to 100 clients · 1 carrier

Built for captive agents focused on a single carrier book.

✓Up to 100 active clients
✓1 carrier
✓Automated retention sweep
✓Lost-client tracking
✓CSV + Excel reports

Start with Watchman

Shield

$59.99/mo

Free for 7 days, then $59.99/mo

Up to 250 clients · 3 carriers

For independent agents working multiple carriers.

✓Up to 250 active clients
✓Up to 3 carriers
✓Automated retention sweep
✓Lost-client tracking
✓CSV + Excel reports
✓Carrier performance insights

Start with Shield

Fortress

$99/mo

Free for 7 days, then $99/mo

Unlimited clients & carriers

For high-volume agents with a large, diverse book.

✓Unlimited active clients
✓Unlimited carriers
✓Automated retention sweep
✓Lost-client tracking
✓CSV + Excel reports
✓Advanced analytics
✓Priority support

Start with Fortress

For organizations

Agency Vault

$249/mo

Full agency visibility

See your entire agency's retention health in one place.

✓Aggregate dashboard across all agents
✓Active & lost client totals
✓Per-agent plan and status tracking
✓Agent onboarding referral link
✓Agent-controlled privacy settings

Get Agency Vault

Agent plans are billed monthly. Agents under an agency each maintain their own subscription. Agency Vault is a separate flat fee for the management dashboard.

All plans include a 7-day free trial. Cancel anytime. No hidden fees.