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.
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
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
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
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
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.