Pricing
Come for the lead manager. Stay for everything else!
Basic Agent
$100 / month
- Prospecting Automation
- Lead Source Reports
- Lead Management
- Phone System Integration (Twilio, RingCentral, and 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
Professional
$150 / month
- Prospecting Automation
- Lead Source Reports
- Lead Management
- Phone System Integration (Twilio, RingCentral, and 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
- 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
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.
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