PolicyTek for growing agencies

Your team is growing. Your tools should too.

PolicyTek is the only CRM built with real agency hierarchy. Manage your agents, distribute leads, track performance, and scale your operation — all from one platform.

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4Role levels built in

12+Team reports

∞Agents supported

100%Lead visibility

Before PolicyTek

Sound familiar?

You have no visibility into what your agents are actually doing

You know your team is busy, but you can’t see dials, close rates, or pipeline movement in real time. You’re managing in the dark.

Lead distribution is a mess

You’re assigning leads manually via text or spreadsheet. Leads get lost, double-assigned, or ignored. Agents argue about who got what.

Your CRM wasn’t built for a team structure

GoHighLevel and HubSpot bolt on team features as an afterthought. There’s no real hierarchy — agents can see each other’s data, managers can’t see their team’s pipeline.

A day in the life

A day in the life of an agency owner.

Hierarchy, reporting, lead distribution, and automations — all designed for teams, not just individual agents.

8:00 AM Lead distribution

Open PolicyTek — your whole agency’s night shift ran itself

22 leads came in overnight. They were auto-distributed to your agents based on your assignment rules. 8 SMS follow-ups went out automatically.

Full control over every lead that enters your agency.

Distribute leads to your agents with complete visibility and control. Create your own agency ‘lead currency’ — assign credits, track spend, and hold agents accountable for every lead they receive.

Auto-distribute or manually assign leads to agents
Agency currency system for internal lead tracking
Full assignment history and accountability log
Manager controls over allocation rules

8:15 AM Reporting

Check your team dashboard before the morning standup

Yesterday: Team North closed 4 policies, $4,200 revenue. Team South had 38 dials but only 1 close. You know exactly who to coach today.

Know exactly how every agent and every lead is performing.

Over a dozen pre-built reports covering agent performance, lead ROI, pipeline velocity, and client retention. Every number you need to manage your team intelligently — without asking anyone for a spreadsheet.

Per-agent dials, close rates, and revenue
Lead ROI by source — know what’s actually working
TV dashboard for real-time floor visibility
Pipeline drop-off reports to fix your leaks

9:00 AM TV dashboard

Standup: you have data, not guesses

You show the leaderboard on the TV dashboard. Carlos is #1 this week. You reassign 3 stale leads from inactive agents to your top performers.

10:30 AM Hierarchy setup

New agent joins — they’re set up in 5 minutes

You create their account, set their permission level to Agent, assign them to Manager Sarah’s team. Their landing page is live. Their lead allocation is set.

The only CRM with a real agency org structure.

Owner sees everything. Managers see their team. Agents see only their own book. CSRs have client-service access. Every role gets exactly what they need — and nothing they shouldn’t.

Owner → Manager → Agent → CSR permission levels
Managers can assign, reassign, and monitor their agents
Agents never see each other’s leads or clients
Department-level structures for complex orgs

2:00 PM Automations

Renewal alerts fire — 18 policies coming up in 30 days

PolicyTek automatically notified the relevant agents and enrolled each client in your renewal sequence. You didn’t touch a single record.

Your entire agency’s follow-up runs automatically.

Build SMS and email sequences that run across your whole team. New lead walks in — they’re immediately enrolled in your sequence. Renewal comes up — the reminder goes out without anyone touching it.

Sequences trigger automatically on lead and policy events
Runs across all agents simultaneously
Renewal reminder campaigns built in
Track open rates and conversions agency-wide

5:00 PM Advanced reporting

End-of-day report: $11,200 in policies written today

You see it without logging into anything. The report is right there. You forward it to your business partner and shut the laptop.

In the box

Plus everything else you need.

Built-in softphoneYour whole team calls and records without a separate phone system.

Policy managementEvery client’s policies, renewals, and premiums in one place.

Commission trackingCalculate agent commissions and manager overrides automatically.

Agent landing pagesEvery agent gets their own branded lead-capture page.

Client portalsClients self-serve — view policies, payments, and message agents.

Seamless integrationsConnects with Twilio, Zapier, TrackDrive, and more.

The hierarchy setup is a game changer. I can give my managers full visibility into their teams without exposing other agents’ data. I’ve tried GoHighLevel, AgencyZoom, and three others. No one does this right except PolicyTek.

Jennifer K.Regional Agency Director · Ohio · 24 agents

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Platform features

CRM, dialer, leads, automations — the whole stack.

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Simple plans for agents and agencies.

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Controls and reporting for large teams.

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