Lead marketplaceExclusive leads to your pipeline
Inbound callsLive callers routed to your headset
Built-in softphoneCall, record, get AI summaries
Power dialerLeads dialed, live people through
WhisperCoach your agents on live calls
Pipeline CRMVisual pipeline for every stage
Agent pagesSEO landing pages per agent
Policy managementTrack policies and commissions
AutomationsSMS, email, task workflows
Lead marketplaceLive
John M.Term LifePSPriya S.
Sarah K.Term LifeJMJames M.
Robert T.IULCRCarlos R.

Exclusive form leads and inbound calls, routed to your agents instantly. Set your budget and criteria — we handle the rest.

What’s new

News and updates.

Product updates, new features, announcements and anything else worth knowing. Newest first.

November 2026

New featureJust shipped

Caller details now show on every inbound call

When a call comes in, you can see who you’re talking to before you say hello.

  • 01Caller’s age
  • 02State they’re calling from
  • 03Who the coverage is for

We’ve added new caller details to the dialer. When a call comes in, you’ll now see the caller’s age, the state they’re calling from, and who the coverage is for.

This information is collected by our automated system that screens calls for quality before they reach you.

Why it matters

Callers have already answered these questions once, and having to repeat them can lead to frustration. Instead of asking again, confirm the details shown for accuracy and move the conversation forward.

Try it like this
I see you’re 67, calling from Texas, and looking at coverage for yourself. Is that right?

October 2026

New feature

Whisper: coach your agents on live calls

Agency owners and uplines can now listen to an agent’s live call and talk them through it — without the caller hearing a word.

  • 01Listen to any live call, silently
  • 02Whisper to your agent — the caller never hears you
  • 03Coaching follows your agency hierarchy

Whisper has two modes. Listen is silent: you hear both sides of a live call and say nothing. Whisper puts your voice in your agent’s ear while the call carries on — the caller hears the call as normal, and nothing else.

Coaching follows your agency’s hierarchy, so owners, managers and uplines can each coach the agents beneath them, and nobody outside an agent’s line can drop into their calls. Whisper is on the Agency and Enterprise plans. See how it works.

Why it matters

The moment a call starts going sideways is the moment coaching actually helps. Whisper gets the correction to your agent while the call is still winnable, not in a review next week — and a new agent still finishes the conversation they started, which is the part that teaches them anything.

Keep up

Not on PolicyTek yet? Start here.

Everything on this page is live for agents on the platform today.

Updates land here as they ship