7:00 AM Lead intake
Overnight form leads ready to route
284 leads came in through your landing pages and partner sites overnight. They’re queued in PolicyTek, ready for routing the moment buyers come online.
PolicyTek for lead vendors
Sell directly to agents. Cut out the middlemen.
Join PolicyTek's marketplace and sell your leads directly to a network of active agents and agencies. Real-time routing, quality analytics, and direct buyer relationships — better margins, less friction.
500+Active buyers
0Aggregator fees
0.3sAvg routing time
94%Avg contact rate
Before PolicyTek
Sound familiar?
Aggregators are taking 20–40% of every lead you generate
You’re doing the work of generating quality leads and handing a huge cut to platforms that just play middleman. Your margins should be yours.
You have no visibility into what happens after you sell a lead
Once a lead leaves your hands, it disappears. You don’t know if it was contacted, converted, or ignored. You can’t prove your quality or improve it.
You’re competing on price instead of quality
When you sell through aggregators, you’re one of hundreds of vendors. Your leads are compared by price alone. Quality vendors should earn quality relationships.
A day in the life
A day in the life of a lead vendor.
PolicyTek gives you the infrastructure to sell leads directly — with the analytics to prove quality and the tools to build lasting buyer relationships.
8:00 AM Real-time routing
Morning rush — 48 inbound calls routed automatically
Your TrackDrive integration is live. Every inbound call gets routed to a matched buyer in 0.3 seconds. You don’t touch a single transfer.
Every lead reaches the right buyer in under a second.
PolicyTek’s routing engine matches your leads to the right buyer based on territory, product type, and availability — and delivers them in real time. No batch delivery, no stale leads.
- Sub-second routing to matched buyers
- Rules-based matching by territory and product type
- Instant delivery directly into buyer’s CRM pipeline
- No lead sitting idle waiting for manual assignment
9:30 AM Marketplace growth
New agency partner onboards — 20 new buyers instantly
Martinez Agency signed up for the Agency plan. Their 20 agents are now active buyers in your marketplace. You didn’t make a single sales call.
Your leads, listed where buyers are actively looking.
Create your marketplace listing inside PolicyTek and get immediate access to 500+ active agents and agencies who are already buying leads on the platform. No cold outreach, no sales cycle.
- Immediate access to 500+ active buyers on signup
- List form leads, inbound calls, or both
- Set your own pricing, territory, and product types
- Your listing appears to matching buyers instantly
11:00 AM Quality analytics
Quality report: Florida IUL leads showing 97% contact rate
Your analytics dashboard shows your Florida IUL leads are outperforming your national average by 8%. You have data to charge a premium and justify it.
See exactly how your leads perform after delivery.
For the first time, you have visibility into what happens after you sell a lead. Contact rates, response times, and conversion data give you proof of quality — and the intelligence to keep improving it.
- Contact rate tracking per lead type and territory
- Buyer response time analytics
- Return rate monitoring to catch quality issues early
- Data to negotiate better pricing with buyers
2:00 PM Return management
One buyer flags a return — you see exactly why
A lead came back as invalid. You check the analytics: the form submission had a disconnected number. You adjust your scrubbing rules to catch it upstream.
5:00 PM Direct revenue
$2,880 in lead revenue today. No aggregator cut.
All of it went directly from buyer to you. No 30% platform fee, no middleman taking a slice. Your margins are what you set them.
Track every sale, every payout, in real time.
See your revenue by lead type, territory, and buyer — broken down by day, week, and month. No reconciliation spreadsheets, no waiting on external reports.
- Revenue breakdown by lead type and territory
- Per-buyer performance tracking
- Weekly and monthly revenue summaries
- Transparent payout tracking
In the box
Plus everything else you need.
Zapier + TrackDriveConnect your existing lead sources in minutes.
Territory managementSet precise geographic rules for every lead type.
Buyer scoringSee which buyers contact leads fastest and buy most.
Instant deliverySub-second lead delivery directly into buyer CRMs.
Return dispute systemFair, transparent return and replacement handling.
Contract managementManage pricing agreements with each buyer directly.
We were doing $40k/month through aggregators and keeping about $26k after their cut. Six months after listing on PolicyTek, we’re doing $52k/month and keeping $49k. The buyers are better, the contact rates are higher, and we actually know what’s happening to our leads.
BL
Brandon L.Lead Generation Company · Life Insurance · Nationwide