Pricing
Come for the lead manager. Stay for everything else!
Essential
$149 / month
Billed as $129 per year
- Prospecting automation
- Goal management
- Zapier integration
- AMS integration
Growth
Popular
$149 / month
Billed as $129 per year
- Prospecting automation
- Goal management
- Zapier integration
- AMS integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead integration
- Rater integration
- Sales tracking
- Activity reports
- Task management
- Referral tracking
- Producer referral sites
- Chat support
Pro
Popular
$149 / month
Billed as $129 per year
- Prospecting automation
- Goal management
- Zapier integration
- AMS integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead integration
- Rater integration
- Sales tracking
- Activity reports
- Task management
- Referral tracking
- Producer referral sites
- Chat support
Essential
$149 / month
Billed as $129 per year
- Prospecting automation
- Goal management
- Zapier integration
- AMS integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead integration
- Rater integration
- Sales tracking
- Activity reports
- Task management
- Referral tracking
- Producer referral sites
- Chat support
Growth
Popular
$149 / month
Billed as $129 per year
- Prospecting automation
- Goal management
- Zapier integration
- AMS integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead integration
- Rater integration
- Sales tracking
- Activity reports
- Task management
- Referral tracking
- Producer referral sites
- Chat support
Pro
Popular
$149 / month
Billed as $129 per year
- Prospecting automation
- Goal management
- Zapier integration
- AMS integration
- Onboarding automation
- Revenue tracking
- Lead management
- Lead integration
- Rater integration
- Sales tracking
- Activity reports
- Task management
- Referral tracking
- Producer referral sites
- Chat support
Is PolicyTek a good option for me as an independent insurance agent?
Yes, PolicyTek is ideal for independent insurance agents. It provides lead access, client management tools, task automation, and multi-level communication functionalities, all designed to streamline workflows and boost productivity.
Am I able to only pay for the parts of the CRM I need?
PolicyTek provides a comprehensive CRM solution, but it may offer customization options for users to select specific features. Contact PolicyTek for details on tailored plans or feature-based pricing.
Does PolicyTek offer leads to purchase?
Yes, PolicyTek offers leads for purchase. Agents and agencies can access an exclusive lead pool directly through the platform, giving them access to high-quality leads to grow their business.
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.
Copyright @ 2024
Netware Studio