Exclusive form leads and inbound calls, routed to your agents instantly. Set your budget and criteria — we handle the rest.
No add-ons, no hidden fees. Every plan includes leads, CRM, phone system, agent pages, and policy management.
Agent or agency, any plan runs your operation. Moving up switches on more of the pro tools.
Your PolicyTek · what’s switched on at this level
Billed monthly · no contract
The platform that runs your day — built-in leads, phone system, rater, automations and policy management.
Get startedEverything you need
Billed monthly · no contract
Adds the tools for running people — real hierarchy, lead pool distribution, team reporting and manager controls.
Get startedEverything in Agent, and
Tailored to your operation
Adds everything for several agencies at once — unified dashboards, cross-agency reporting and dedicated support.
Get startedEverything in Agency, and
Onboarding is included on every plan · 99.98% uptime SLATalk to our team
The platform underneath is the same one, and either plan will run an agent or an agency. The Agent plan gives you everything to run your own pipeline, close deals, and manage clients. The Agency plan switches on the tools for running people: multi-agent hierarchy, lead pool distribution, agency currency, TV dashboard, manager controls, and multi-location support. If you want those tools, move up — nothing about your setup forces it.
Enterprise adds unlimited agents and locations, cross-agency reporting, a dedicated account manager, custom onboarding, SLA guarantees, and API access. It tends to be worth it once you are running 100 or more agents, or several agencies under one umbrella, but the line is what you need switched on rather than your headcount. Reach out and we’ll build a plan around your operation.
No. There are no setup fees on any plan. Every subscription includes onboarding support to get you live — whether that’s a self-serve guide for Agent plan users or a dedicated setup session for Agency and Enterprise.
Yes. You can upgrade from Agent to Agency at any time — your new rate applies from the next billing cycle. If you’re moving to Enterprise, contact our team and we’ll handle the transition.
Every plan includes access to the lead marketplace, meaning you can buy leads inside PolicyTek. Lead purchases are priced per lead based on type and quality — they’re not included in the monthly subscription. Think of the subscription as your platform, and leads as your inventory.
We accept all major credit and debit cards (Visa, Mastercard, Amex, Discover). Enterprise clients can also pay by ACH or invoice — contact us to arrange.
Get started
Spin up your PolicyTek account in minutes — onboarding included on every plan.
Onboarding included on every plan
