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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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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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PolicyTek for independent agents

You're one person. You need one platform.

Stop paying for five tools that don't talk to each other. PolicyTek gives you built-in leads, a phone system, a rater, and automations — everything you need to write more policies from day one.

Get startedBook a demo
48Avg leads/day
30sQuote any carrier
0Add-ons needed
100%Calls auto-logged
Before PolicyTek

Sound familiar?

You’re juggling 5 different tools

A separate CRM, a rater, a dialer, a lead vendor, and an email tool — each with its own login and monthly bill. Nothing talks to anything.

You’re buying leads from vendors who also sell to your competitors

Shared leads mean you’re racing 4 other agents to the same phone call. You need exclusive leads that route directly to you.

You’re doing admin instead of selling

Logging calls manually, copy-pasting quotes, sending follow-up texts one by one. Hours of work that should be automated.

A day in the life

A day in the life of an independent agent.

Every feature below is included in a single subscription. No add-ons, no setup fees, no learning 5 different platforms.

8:00 AM Lead marketplace

3 new leads waiting when you wake up

PolicyTek routed overnight form leads to your queue automatically. You open the app and your day is already structured.

Exclusive leads delivered the moment someone fills out a form.

Buy form leads and live inbound calls directly inside PolicyTek. Your leads are exclusive — they’re never sold to competing agents. Set your budget, set your criteria, and your pipeline fills automatically.

  • Form leads and inbound calls in one queue
  • Never resold to other agents in your area
  • Instant notification the moment a lead comes in
  • Full lead history — every call, text, and note
8:30 AM Softphone

Call John M. — AI answers before you even dial

You see John’s full history before the call: form details, time zone, product interest. You call directly from PolicyTek. It records automatically.

Call, record, and get AI summaries — without leaving your CRM.

A full phone system lives inside PolicyTek. Every call is automatically recorded and summarized by AI, then attached to the client record. You’ll never lose track of a conversation again.

  • No Twilio setup, no RingCentral account needed
  • AI generates plain-English call summaries
  • Every call auto-logged to the client profile
  • Call history tied to every lead
9:00 AM Quoting wizard

John wants a quote. You have it in 30 seconds.

You pull up the quoting wizard inside PolicyTek. Pacific Life comes back at $84/mo — best value for his profile. You text it to him before he hangs up.

Quote the best carrier for your client in under 30 seconds.

The quoting wizard analyzes your client’s profile and surfaces the right carriers instantly. No more switching tabs to a separate rater — do it all inside PolicyTek and move straight to the close.

  • Compare multiple carriers side-by-side instantly
  • Surfaces best value based on client profile
  • Quotes tied directly to the client record
  • One-click to send to client
9:15 AM AI call summaries

Call ends. AI summary is already in his file.

“Interested in $500k 20yr term. Needs to discuss with spouse. Follow up Thursday 2pm.” Logged automatically. You didn’t write a single note.

11:00 AM Automations

Your automation followed up with 8 other leads while you were on calls

The SMS sequence you set up last week sent personalized follow-ups to every new lead. Three replied. Two booked callbacks.

3:00 PM Landing page

Sarah submits through your landing page

Someone found your landing page link on LinkedIn. They submitted a quote request. It’s already in your pipeline with a task to call tomorrow at 10am.

Your own lead-capturing page — built the moment you sign up.

Every agent on PolicyTek gets a custom landing page that builds instant credibility with prospects. It’s branded, mobile-optimized, and every submission goes directly into your PolicyTek pipeline.

  • Auto-generated — no design work needed
  • Shows your name, credentials, and specialties
  • Every form submission goes directly into your CRM
  • Custom URL you can share anywhere
In the box

Plus everything else you need.

Policy managementTrack every client policy, renewal date, and premium from one screen.
Client file managementEvery call, doc, and email tied to a single complete client record.
Task managementAuto-created follow-up tasks so nothing falls through the cracks.
Client portalClients can view their policies and message you directly.
Performance reportsSee your close rate, lead ROI, and revenue in one dashboard.
Commission trackingTrack exactly what you’ve earned — by policy and by month.
I was paying for HubSpot, a separate dialer, EZLynx, and two lead vendors. PolicyTek replaced all of it for less money — and my close rate went up because I’m actually spending time selling instead of managing software.
DT
David T.Independent Life Insurance Agent · Florida

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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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How agents and agencies grow on PolicyTek.

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Multi-agent teams on one platform.

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Start writing more policies tomorrow.

Sign up today and your leads, rater, phone system, and landing page are ready to go. No setup. No onboarding headache.

Get startedBook a demo

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