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One Platform. Every Stage. Endless Growth

PolicyTek is where independent agents start, agencies scale, and the future of life insurance is built. Stop Juggling Software. Start Building Your Agency.

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Subscribe instantly, no setup headaches.
Plug In
Import/ buy leads, integrate, and go.
Scale
Automate pipelines, grow your agency, and dominate.

How Agents
Grow With PolicyTek

40
Improvement in Operational Efficiency
30
Boost in Sales Performance
45
Savings Achieved in Cost Optimization
35
Surge in Client Retention

Everything You Need to
Build, Scale & Succeed

Lead Marketplace (Forms + Inbound Calls)

Buy exclusive form leads and inbound call leads directly inside PolicyTek. No middlemen, no juggling vendors — everything you need to feed your pipeline is built in.

Robust Lead Management

Automate the process of capturing, creating, and assigning leads. With endless possibilities for automations, PolicyTek keeps your sales pipeline flowing and your agents focused on closing.

Marketing Automations

Reach clients at the right time with built-in SMS and email campaigns that nurture leads, increase conversions, and keep your pipeline active 24/7.

Built-In Phone System

No third-party add-ons needed. Call, record, and review conversations directly inside PolicyTek with full summaries and recordings.

Policy Management

Easily manage client policies, renewals, and updates in one streamlined system — giving agents and agencies complete control without the clutter.

Multi-Level Accounts

The only CRM designed with hierarchy setups. Owners, managers, and CSRs each get role-specific access and controls to streamline operations.

Advanced Reporting

With over a dozen detailed reports, PolicyTek gives you actionable insights to optimize performance, scale efficiently, and drive revenue growth.

Client Portals

Give clients direct access to track their policies, view monthly payments, and communicate with their agents — improving transparency and retention.

Lead Pool Distribution

Distribute internal leads to your agents with full control, or even create your own agency “currency” to manage lead flow.

Built-In Rater

Quote and compare policies in seconds with PolicyTek’s integrated rater, built to save agents time and increase conversions.

Multi-Agency Capabilities

Manage multiple agencies under one roof with unified dashboards, lead flows, and reporting — perfect for scaling beyond a single team.

Task & Appointment Management

Stay organized and accountable with robust task management tools and an appointment system that ensures no client interaction slips through the cracks.

Agent Landing Pages

Custom-built landing pages designed to build instant trust with prospects and establish credibility for every agent on your team.

Client File Managemen

Keep everything in one place — leads, communications, applications, and files — all tied to a complete client profile for better servicing and compliance.

Seamless Integrations

Connect with tools you already use — from Twilio, RingCentral, Dialpad, Zapier, and TrackDrive — to expand your capabilities instantly.

Commissions (Coming Soon)

Track, manage, and optimize commissions with upcoming features that make payouts simple, transparent, and fast.

And Much More…
From automations to advanced dashboards, PolicyTek offers the most complete toolkit for agents, agencies, and even lead vendors to grow their business

Independent Agents

Start your career with everything in one platform. PolicyTek gives you built-in leads, rater, phone system, and automations — no add-ons, no patchwork tools. From your first policy to a growing book of business, you’ll have everything you need to succeed.

Growing Agencies

Manage multiple agents, assign leads, and track performance effortlessly. With hierarchy setups, lead pool distribution, agency currency, and over a dozen reports, PolicyTek makes it easy to scale your team while staying in full control of productivity and profitability.

Large Agencies &Multi-Agency Operators

Run complex organizations with confidence. PolicyTek’s multi-agency capabilities, TV dashboards, enterprise-level reporting, and advanced automations give you complete oversight across locations, departments, and teams — all under one unified system.

Lead Vendors

Connect directly with agents and agencies inside PolicyTek. Our built-in marketplace and distribution system make it easy to sell, route, and manage leads in real time. Advanced reporting gives you full visibility into lead performance, helping you refine quality, build stronger relationships, and maximize revenue.

Insurance Carriers

Expand your reach and streamline distribution with PolicyTek. Our platform bridges carriers with agents and agencies, making product visibility seamless and application processes faster. With advanced reporting, carriers gain real-time insight into agent performance, lead flow, and market trends — helping you stay responsive and competitive.

Client Service Teams

Deliver next-level support with PolicyTek’s client-facing tools. From a branded portal that gives clients access to policies, payments, and direct messaging, to built-in communication and tracking, service teams can engage more effectively and resolve issues faster. Real-time reporting provides insights into client satisfaction and retention, helping agencies strengthen long-term relationships.
Frequently
asked questions
Haven’t found what you’re looking for?
Contact us
Can I use this as a new agent?
Absolutely. PolicyTek is built so that a brand-new independent agent can subscribe and start building their career instantly — no complicated setup, no piecing together multiple tools.
Whether you’re writing your first policy or scaling to a full agency, PolicyTek grows with you.
Yes. PolicyTek includes/ integrates with full phone systems with call recording, call summaries, and direct client communication.
Those are CRMs. PolicyTek is the only complete platform built for life insurance agents and agencies. It combines AMS, CRM, rater, lead marketplace, multi-level hierarchy setups, phone system, advanced reporting, and client portals — all in one subscription. No add-ons, no juggling multiple logins, no patchwork systems.
Yes. PolicyTek is built on enterprise-grade security standards. All data is encrypted, backed up, and stored safely. Your client and agency information stays private — we never sell or share data.
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Getting started with
PolicyTek today!

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PolicyTek is the ultimate CRM/AMS platform for life insurance pros, packed with cutting-edge tools for lead management, policy tracking, client communication, and insightful reporting. Designed to boost efficiency and drive growth, PolicyTek transforms your insurance business with tailored, high-tech solutions. Experience the future of life insurance with PolicyTek.

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