Multiple agencies.
One platform.
Run multiple agencies, hundreds of agents, and complex org structures from a single PolicyTek login. Unified visibility, enterprise reporting, and the controls your operation demands.
Sound familiar?
You're logging into 6 different accounts to see your whole operation
Each agency has its own CRM, its own reporting, its own data silo. You spend your mornings pulling reports instead of running your business.
You can't see cross-agency performance in one view
Which agency is outperforming? Where is revenue coming from? You can't answer these questions without a spreadsheet and hours of manual work.
Enterprise tools cost enterprise prices — and still weren't built for insurance
Salesforce needs six-figure implementation. HubSpot Enterprise doesn't understand insurance workflows. Neither has a built-in lead marketplace or AMS.
Enterprise controls. Insurance-native platform.
Built for operations that have outgrown single-agency tools — without the complexity and cost of generic enterprise CRMs.
All your agencies. One dashboard. Total visibility.
Manage every agency, every team, and every agent from a single login. See cross-agency revenue, performance comparisons, and consolidated reporting without ever switching accounts.
- Unlimited agencies under one enterprise account
- Agency-level segmentation with unified overview
- Compare performance across locations and brands
- Consolidated billing and subscription management
Every number, across every agency, in one report.
Cross-agency analytics give you the full picture — total revenue, agent performance across locations, lead ROI by agency, and custom KPI dashboards built for your org.
- Cross-agency revenue and performance dashboards
- Agency-by-agency comparison reports
- Custom KPI tracking per department or region
- Exportable data for board reporting
Org structures as complex as your operation requires.
Enterprise operations don't fit a cookie-cutter org chart. PolicyTek's hierarchy system supports unlimited depth — enterprise owner, agency directors, regional managers, team leads, agents, and CSRs — each scoped precisely.
- Five+ role levels with custom permissions per level
- Department-based account structures
- Regional and divisional segmentation
- Data scoped precisely at every level
Run the same workflows across every agency simultaneously.
Build one automation and deploy it across your entire organization. New lead sequences, renewal campaigns, and agent onboarding flows run consistently across every agency — no setup per location.
- Deploy automations across all agencies at once
- Centralized sequence management
- Agency-level customization when needed
- Performance tracking across all enrollments
A day in the life of an enterprise operator
“We were running three agencies on three different CRMs. The quarterly consolidation alone took two days. PolicyTek gave us one platform, one view, and one team managing it all. We cut overhead by 40% in the first quarter.”
Plus everything else you need
Let's talk about your operation.
Every enterprise is different. Tell us about your agency structure and we'll show you exactly how PolicyTek handles it — and what it would cost.
Response within 1 business day · No commitment required