Your policies, kept in view.
Insurance rarely fails on the day you buy it — it fails at a renewal you forgot, a gap that opened when life changed, or a rate that quietly climbed. Forward a policy to a monitored inbox and let it stay on someone's radar.
Send us a policy. We'll keep an eye on it.
Already a 755 client? Forward any insurance policy or renewal notice to a monitored inbox. The firm's monitoring assistant flags renewals, coverage gaps, and rate changes, which are surfaced for your 755 team to review. Observations only — decisions stay yours.
Forward it
Email your policy or renewal notice — a PDF, a photo of the declarations page, or just the details.
It's monitored
An automated assistant watches the inbox and flags renewals, coverage gaps, and rate changes — a person on your 755 team reviews everything it flags.
Your team reviews
What it surfaces goes to your 755 team, who reach out with observations. You decide what to do.
The dedicated monitoring address is being finalized; for now this reaches the firm at csupport@755financial.com.
Not intended as personalized advice. Coverage decisions require a review of your situation — monitoring surfaces items for your team; it does not replace your policy's terms or your insurer's notices. Consult your insurance, tax, or legal professional for guidance specific to your situation.
Monitoring, answered.
What can a 755 client send to be monitored?
Any insurance policy or renewal notice — life, disability, long-term care, property, or liability. Send a PDF, a photo of the declarations page, or just the details (carrier, policy type, renewal date). Include only what you are comfortable emailing.
What does policy monitoring actually do?
An automated monitoring assistant flags renewals, coverage gaps, and rate changes in the policies you forward — and every flagged item is reviewed by a person on your 755 team. It surfaces those items for your 755 team, who follow up with observations. It does not make changes on its own, and decisions stay yours.
Is my information handled securely?
Send only what you are comfortable emailing. For sensitive details such as full policy numbers, 755 can collect them securely by appointment rather than over email. Monitoring surfaces items for review and does not replace your policy terms or your insurer’s official notices.
Not a client yet? Start with a conversation.
Policy monitoring is one way we coordinate insurance with the rest of your plan. If you'd like the same team on your whole picture, let's talk.
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