One platform. Every tool you need.
PolicyTek replaces your CRM, AMS, phone system, lead vendor, and marketing stack — purpose-built exclusively for life insurance professionals.
A pipeline that runs itself.
Buy leads, capture inbound calls, automate routing, and track ROI — all inside PolicyTek. No vendor juggling, no spreadsheets.
Buy leads and inbound calls directly inside PolicyTek.
Access an exclusive pool of form leads and live inbound calls — no middlemen, no reselling to competitors. Set your budget and criteria, and leads route instantly to the right agent. Agencies can even create their own internal lead currency to manage distribution.
- ✓Exclusive leads — never shared with competing agents
- ✓Form leads + live inbound calls in one unified queue
- ✓Custom routing rules assign leads to agents automatically
- ✓Real-time cost tracking and per-lead ROI reporting
Commission tracking built for insurance hierarchies.
Track, calculate, and pay commissions across your entire agency. Supports multi-level overrides, super-customizable payout structures per agent, and a transparent dashboard so every agent knows exactly what they're earning — no disputes, no spreadsheets.
- Calculates commissions across any hierarchy depth
- Override tracking for managers and agency owners
- Fully customizable payout rules per agent
- Agent-facing commission dashboard for full transparency
Capture, assign, and close — on autopilot.
Automate every step of lead handling. PolicyTek captures leads from any source, creates the record, assigns it to the right agent, and triggers follow-up sequences — so your team stays focused on closing, not admin.
Find the right carrier in seconds.
The quoting wizard analyzes your client's profile and surfaces the best-fit carriers — so you write clean policies that issue and pay. No tab switching, no separate rater tool.
Call, text, email — all in one place.
A full phone system, automated campaigns, and a client portal — built natively into PolicyTek. No third-party tools, no extra subscriptions.
Call, record, and review — without leaving PolicyTek.
A complete phone system lives inside your CRM. Make and receive calls, record every conversation, and get AI-generated summaries automatically attached to the client record. No Twilio setup, no RingCentral account — though you can integrate those too if you prefer.
- ✓Native calling — no third-party app or setup required
- ✓Every call auto-recorded and logged to the client file
- ✓AI generates plain-English call summaries after every conversation
- ✓Full call history tied to each lead and client profile
Reach the right client at the right time — automatically.
Build SMS and email sequences that trigger on lead actions, policy dates, or custom rules. Your pipeline stays active 24/7 — without a single manual follow-up from your team.
Give clients visibility. Reduce inbound calls.
Every client gets a branded portal where they can view their policies, check upcoming payments, and message their agent directly. More transparency means fewer check-in calls and stronger long-term retention.
Run your agency without the chaos.
Role-based access, policy tracking, task management, and complete client files — all structured the way insurance agencies actually operate.
The only CRM designed with real agency hierarchy.
Owner, manager, agent, CSR — each role gets purpose-built access and controls. Owners see everything. Managers see their team. Agents see only their own book. No more agents seeing each other's data, no more managers without visibility.
- ✓Four role levels: Owner → Manager → Agent → CSR
- ✓Data is scoped per role — agents never see other agents's leads
- ✓Managers can assign, reassign, and monitor their team
- ✓Department-based structures for complex org setups
Every policy. Every renewal. Zero clutter.
Manage client policies, renewals, and updates in one streamlined system. Renewal alerts fire automatically — 30, 60, and 90 days out — so nothing ever lapses without a reason.
Every interaction in one complete profile.
Every lead, call, email, application, and document is tied to a single client record. Your team always knows the full history before picking up the phone — better service, stronger compliance.
Nothing slips through the cracks.
Every follow-up, callback, and appointment is tracked, assigned, and visible. Tasks can be triggered automatically from lead actions — so agents always know exactly what to do next, without managers micromanaging.
Stop guessing. Start knowing.
12+ pre-built reports give you instant visibility into agent performance, lead ROI, pipeline health, and client retention — no spreadsheets, no setup.
12+ reports covering every angle of your business.
PolicyTek gives you actionable insights the moment you log in. Agent close rates, lead cost vs revenue, pipeline drop-off points, renewal forecasting — it's all there, pre-built and ready. No analyst required.
- ✓Per-agent performance: dials, conversions, and revenue
- ✓Lead ROI by source — know exactly what's working
- ✓Pipeline drop-off analysis to find and fix your leaks
- ✓Client lapse risk scoring to protect your book proactively
Live metrics on your office screen.
Display a real-time leaderboard on any TV or monitor — dials, deals, revenue, and daily targets. Keeps agents motivated and gives managers instant floor visibility without asking for a report.
- Live dials, deals, and revenue per agent
- Daily and monthly targets vs actuals
- Customizable per team, department, or agency
Scale your agency without limits.
Agent landing pages, multi-agency management, seamless integrations, and commission tracking — everything you need to grow beyond one team.
Every agent gets a credibility-building landing page.
Custom landing pages are auto-generated for every agent the moment they join your team. Agency-branded, mobile-optimized, and fast — with a built-in quote form that feeds submissions directly into PolicyTek. No design work, no setup from your team.
- ✓One page per agent, auto-generated at signup
- ✓Branded with your agency's colors, logo, and domain
- ✓Quote form submissions go directly into your CRM pipeline
- ✓Shows agent credentials, specialties, and social proof
Run multiple agencies under one roof.
Manage multiple agency locations, brands, or departments from a single PolicyTek login. Unified dashboards show the full picture — with agency-level breakdowns when you need to drill down.
Connects with the tools you already use.
PolicyTek works alongside your existing stack — phone systems, lead vendors, and automation tools. Connect in minutes, keep everything in sync, and stop paying for tools that duplicate what PolicyTek already does.
+ Zapier connects 5,000+ more apps
PolicyTek is the most complete toolkit for life insurance professionals — covering everything from automations and advanced dashboards to lead vendors and carrier management. If you work in life insurance, PolicyTek was built for you.
See every feature live.
A PolicyTek specialist will walk you through the full platform in 20 minutes — tailored to your role and team size.
No commitment · 20 minutes · Tailored to your use case