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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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PolicyTek for enterprise — 100+ agents

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.

Inquire todaySee pricing
∞Agencies supported
130+Agents in one account
5Org role levels
1Login for everything
Before PolicyTek

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.

A day in the life

A day in the life of an enterprise operator.

Built for operations that have outgrown single-agency tools — without the complexity and cost of generic enterprise CRMs.

8:00 AM Multi-agency dashboard

One login. Four agencies visible.

You open PolicyTek and see the enterprise dashboard. Agency North wrote $28k yesterday. Agency South is lagging. You know before your first coffee.

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
9:00 AM Enterprise reporting

Monthly business review — all data ready

Cross-agency revenue, top performers, close rates by location. You pull the enterprise report in 30 seconds. No spreadsheet, no chasing managers.

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
10:30 AM Multi-agency setup

New agency added to the portfolio

You acquired a 22-agent shop. You add it to your enterprise account, configure their hierarchy, and set their lead allocation. Done in under an hour.

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
1:00 PM Enterprise automations

Roll out a new renewal campaign to all 4 agencies

You build one automation sequence and push it to all 847 active policies across every agency. Every renewal touchpoint is handled. Automatically.

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
3:00 PM Dedicated support

Your account manager flags a performance dip in Agency West

Your dedicated PolicyTek account manager noticed Agent close rates dropped 8% in Agency West. They’ve already pulled the analysis and have recommendations.

5:00 PM Enterprise overview

$327k written across the enterprise this month

All of it visible in one number, on one screen. You didn’t log into four different platforms once today.

In the box

Plus everything else you need.

Dedicated account managerNamed point of contact for your entire enterprise.
Custom onboardingTeam-wide training and white-glove setup for every agency.
SLA guaranteeUptime, response time, and support commitments in writing.
API accessCustom integrations with your existing tech stack.
Commission managementMulti-level commission tracking across all agencies.
Enterprise securitySSO, audit logs, and enterprise-grade data controls.
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.
MR
Marcus R.Enterprise Agency Operator · 3 locations · 130+ agents

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For growing agencies

Multi-agent teams on one platform.

VisitPlatform features

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

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How agents and agencies grow on PolicyTek.

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Talk to a PolicyTek specialist.

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Book a call

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.

Inquire todaySee pricing

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