Manage every employer client in one place. See program performance across your portfolio, get Guardian-driven recommendations on which clients to bring this benefit to next, and generate private-label demos for prospects in seconds.
Brokers control the mid-market buying conversation. Guardian's Co-Pilot meets you where the work happens — across multiple employer clients, on staggered renewal cycles, with multiple prospects in flight at any moment.
Every client at a glance: program status, projected savings, YTD performance, next renewal date, flagged opportunities. Filter by renewal quarter, plan tier, or "needs attention." One login serves your whole book.
Guardian surfaces program changes timed to each client's situation: stop-loss claim trends suggesting expanded coverage, renewal-prep packs, OE-comms timing. You walk into client meetings with a thesis already drafted.
Generate a custom landing page for a prospect in 30 seconds. Your firm name, your prospect's company, your callouts. Track engagement automatically. Convert to a full client when they sign.
Most medical-travel programs assume the employer logs in directly. Guardian recognizes that the broker is the buyer, the operator, and the long-term relationship owner.
No procurement cycle, no IT integration, no kickoff deck. Set up your firm, add your first client, have a working console before lunch.
Three steps: firm name, license, primary contact. Optionally invite partners and analysts to share the workspace.
Add clients by employer name and email domain. We send each one a one-click authorization. They appear in your portfolio.
Drill into any client's full Guardian environment. Curate networks. Run campaigns. Prep renewals. Generate fiduciary packs. Your whole book, one tool.
Under CAA Section 202 (effective 2021), ERISA plan sponsors must demonstrate ongoing prudent vendor oversight. Guardian builds the evidence file as your program runs — so when the DOL asks, you have an answer ready.
The demo loads a six-client portfolio you can drill into. Setup takes about four minutes. No installer. No commitment.