Pricing
Basic Agent
$100 / month
- Prospecting Automation
- Lead Source Reports
- Lead Management
- Phone System Integration (Twilio, RingCentral, and Dialpad)
- In-App Dialer (Twilio)
- Email Integration
- Calendar Integration
- Agent Performance Reports
- Click-to-Call
- Lead Pool Access
- Zapier Integration
- Sales Tracking
- Policy Reports
- Activity Reports
- Revenue Tracking
- Task Management
- Rater Access
Professional
$150 / month
- Prospecting Automation
- Lead Source Reports
- Lead Management
- Phone System Integration (Twilio, RingCentral, and Dialpad)
- In-App Dialer (Twilio)
- Email Integration
- Calendar Integration
- Agent Performance Reports
- Click-to-Call
- Lead Pool Access
- Zapier Integration
- Sales Tracking
- Policy Reports
- Activity Reports
- Revenue Tracking
- Task Management
- Policy Management
- SMS Capabilities
- Client Portal
- TV Dashboard
- Customizable Account Roles
- Appointment Booking System
- Global Notifications
- Rater Access
- Agency Landing Page
- Agent Landing Pages
- Multiple Agency Dashboards
Can I use this as a new agent?
Absolutely. PolicyTek is built so that a brand-new independent agent can subscribe and start building their career instantly — no complicated setup, no piecing together multiple tools.
Whether you’re writing your first policy or scaling to a full agency, PolicyTek grows with you.
Whether you’re writing your first policy or scaling to a full agency, PolicyTek grows with you.
Does it replace my phone system?
Yes. PolicyTek includes/ integrates with full phone systems with call recording, call summaries, and direct client communication.
How is PolicyTek different from GoHighLevel or AgencyZoom?
Those are CRMs. PolicyTek is the only complete platform built for life insurance agents and agencies. It combines AMS, CRM, rater, lead marketplace, multi-level hierarchy setups, phone system, advanced reporting, and client portals — all in one subscription. No add-ons, no juggling multiple logins, no patchwork systems.
Is my data secure?
Yes. PolicyTek is built on enterprise-grade security standards. All data is encrypted, backed up, and stored safely. Your client and agency information stays private — we never sell or share data.
PolicyTek is the ultimate CRM/AMS platform for life insurance pros, packed with cutting-edge tools for lead management, policy tracking, client communication, and insightful reporting. Designed to boost efficiency and drive growth, PolicyTek transforms your insurance business with tailored, high-tech solutions. Experience the future of life insurance with PolicyTek.
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