Independent agent
3×
more policies written
PolicyTek replaced three tools I was paying for separately. The lead marketplace alone paid for itself in the first month.
MR
Marcus RiveraIndependent agent · Texas
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.
SolutionsBrowse all solutions
HomePricingContact usTalk to a specialist — same-day reply
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Help centerStep-by-step guides and how-tos
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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 centerBuilt exclusively for life insurance professionals
The CRM built for
life insurance agents.
Leads, leads management, policy management, inbound softphone, and agent landing pages — all in one platform built from the ground up for life insurance agents and agencies.
Trusted by 500+ agents and agencies nationwide
Connected to top carriers
Platform
Everything your agency needs, in one place
Combine all your tools into one. PolicyTek provides CRM, AMS, leads and automations.
Lead marketplace
Exclusive form leads and inbound calls, routed to your agents instantly. Set your budget and criteria — we handle the rest.
Built-in softphone
Call, record, and get AI summaries — all inside PolicyTek. Every call auto-logs to the client record.
Pipeline CRM
Visual pipeline with custom stages. Every lead, contact, and policy in one place. Drag, drop, and close.
Automations
SMS, email, and task automations triggered by lead actions. Follow up at the right moment, every time.
Policy management
Track active policies, renewals, and commissions. Full AMS features built into the same platform.
Agent landing pages
Every agent gets a public SEO-optimized page at their own URL. Leads come in, you capture them automatically.
Who it's for
Built for everyone in the life insurance ecosystem
Independent agents
Built for the solo agent who wants to scale.
Your own leads, your own pipeline, your own agent page — all in one subscription. Stop paying for tools that weren't built for life insurance.
- Personal lead marketplace
- Agent landing page with lead capture
- Built-in softphone + AI call summaries
- Policy and commission tracking
Growing agencies
Manage your team. Close more business.
Multi-agent hierarchy, shared pipelines, and real-time performance dashboards. Give your team the tools to perform — and the visibility to manage it.
- Multi-agent dashboard
- Lead routing and assignment rules
- Team performance reporting
- Agency-wide automations
Lead vendors
A marketplace built for your leads.
List your leads directly inside PolicyTek and reach agents who are ready to buy. No middlemen, real-time delivery, and transparent performance data.
- Direct access to active agents
- Real-time lead delivery
- Transparent conversion data
- Simple vendor dashboard
40%faster close rate
“My team closes faster because everything is in one place. No more exporting from one system and importing into another.”
AT
Angela TorresAgency owner · 14 agents · Florida
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.”
JC
James ChenIndependent agent · California
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