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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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SolutionsBrowse all solutions
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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Customer storiesSee agencies grow with PolicyTek
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The 90-second buffer ruleCallsBilling & subscription FAQBillingConnecting RingCentralIntegrationsRequesting a call refundLeadsJoining an agencyAgenciesUnlimited Calls ProgramLeads
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Product
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
View all features
Solutions
Independent agentsTools for the solo producer
Growing agenciesMulti-agent hierarchy
EnterpriseControls for large teams
Lead vendorsSell leads on our platform
Browse all solutions
Resources
Help centerStep-by-step guides and how-tos
BlogIndustry insights and updates
Customer storiesSee agencies grow with PolicyTek
Contact salesTalk to a specialist
Popular guidesThe 90-second buffer ruleBilling & subscription FAQConnecting RingCentralRequesting a call refundJoining an agencyUnlimited Calls ProgramOpen the help center
Contact usTalk to a specialist — same-day reply
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Customer feedback

How has PolicyTek changed your business?

Your feedback helps other life insurance professionals make better decisions — and it helps us keep building the right things.

Examples of great submissions

MR
Marcus Rivera
Independent agent
Rivera Insurance · Texas
3×more policies written

“PolicyTek replaced three tools I was paying for separately. The lead marketplace alone paid for itself in the first month.”

AT
Angela Torres
Agency owner
Torres Financial (14 agents) · Florida
40%faster close rate

“My team closes faster because everything is in one place — no more exporting from one system and importing into another.”

JC
James Chen
Independent agent
Chen Life & Health · California
2×inbound leads

“The agent landing pages are incredible. My clients can find me on Google and request a quote directly — I get warm leads every week.”

Your experience

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Aim for 1–3 sentences

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Did PolicyTek move a number for you — leads, close rate, revenue, hours saved? Add it and it becomes the big number on the featured card next to your quote on our homepage.

Keep it short.

Try: “faster close rate” or “hours saved per week”.

Permission to publish. I grant PolicyTek permission to display this testimonial — along with my name, role, company, and location — on their website, marketing materials, social channels, and sales collateral, worldwide and at no cost, for as long as PolicyTek uses it. I understand my email is used only for verification and will not be published.
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