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ProductView all features
Lead marketplaceExclusive leads to your pipeline
Built-in softphoneCall, record, get AI summaries
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.

One subscription, the whole stackReplace your CRM, dialer, and lead vendor with PolicyTek.
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See it live20-min walkthrough.
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SolutionsBrowse all solutions
Independent agentsTools for the solo producer
Growing agenciesMulti-agent hierarchy
EnterpriseControls for large teams
Lead vendorsSell leads on our platform
Featured customer storyHow Rivera Insurance doubled their policy count in 90 days.
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Not sure which fits?Talk to a specialist — 15 minutes.
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ResourcesOpen the help center
Looking for setup help?Every feature, every integration, walked through step by step in the help center.
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Solutions

Who is PolicyTek built for?

Whether you write your own policies, run a team, operate multiple agencies, or sell leads — PolicyTek was built for your role. Choose yours below.

Solo producers

Everything you need to build your book from day one.

Built-in leads, phone system, rater, automations, and policy management. Stop juggling tools and start closing more policies.

  • Lead marketplace
  • Built-in rater
  • Softphone + AI summaries
  • Agent landing page
Built for agentsTeams of 2–99 agentsMost popular

Manage your team. Scale your agency. Stay in control.

The only CRM with real agency hierarchy. Lead pool distribution, team reporting, manager controls, and automations that run across your whole org.

  • Multi-level hierarchy
  • Lead pool distribution
  • Team performance reports
  • TV dashboard
Built for agencies100+ agents

Multiple agencies, one platform, total visibility.

Run multiple agencies under one login with unified dashboards, cross-agency reporting, custom org structures, and dedicated support.

  • Multi-agency management
  • Enterprise reporting
  • Dedicated account manager
  • Custom integrations
Inquire for enterpriseLead sellers + distributors

Sell directly to agents. Cut out the aggregators.

Connect with thousands of agents and agencies inside PolicyTek’s marketplace. Real-time routing, performance analytics, and direct relationships that improve your margins.

  • Direct marketplace access
  • Real-time lead routing
  • Quality analytics
  • No aggregator fees
Built for vendors

Not sure which fits?Book a 20-minute call

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For independent agents

Tools for the solo producer.

VisitFor growing agencies

Multi-agent teams on one platform.

VisitFor enterprise

Controls and reporting for large teams.

VisitFor lead vendors

Sell your leads inside the marketplace.

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Not sure which plan is right for you?

Book a 20-minute call and we'll walk you through exactly how PolicyTek fits your operation.

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