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Pricing

Choose Your PolicyTek Plan

Start here if you want access to leads, the CRM, or full Pro features.

Lead Buying Program
$100/ month
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Perfect for agents or agencies who only want lead access + core tools.

Includes:

  • Access to premium call leads
  • Access to premium form leads (coming soon)
  • Built-in phone system
  • Basic lead management system
  • Lead performance reports
  • Agency option to add agents
  • Shared wallet system for agencies
Best value
Agent Account
$125/ month
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Includes everything from the Lead Buying Program plus essential CRM & automation tools.

Includes:

  • All Lead Buying Program features
  • Prospecting automation
  • Lead Source Reports
  • Lead Management
  • Phone System Integrations (Twilio, RingCentral, Dialpad)
  • In-App Dialer (Twilio)
  • Email Integration
  • Calendar Integration
  • Agent Performance Reports
  • Click-to-Call
  • Lead Pool Access
  • Zapier Integration
  • Sales Tracking
  • Policy Reports
  • Activity Reports
  • Revenue Tracking
  • Task Management
  • Rater Access
Expert choice
Pro Account
$150/ month
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Includes everything from the Lead Buying Program plus essential CRM & automation tools.

Includes:

  • All Basic Plan features
  • Policy Management
  • SMS Capabilities
  • Client Portal
  • TV Dashboard
  • Customizable Account Roles
  • Appointment Booking System
  • Global Notifications
  • Rater Access
  • Agency Landing Page
  • Agent Landing Pages
  • Multiple Agency Dashboards
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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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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