One platform. Every tool you need.
PolicyTek replaces your CRM, AMS, phone system, lead vendor, and marketing stack — purpose-built exclusively for life insurance professionals.
A pipeline that runs itself.
Buy leads, capture inbound calls, automate routing, and track ROI — all inside PolicyTek. No vendor juggling, no spreadsheets.
Replaces your lead vendor
Buy leads and inbound calls directly inside PolicyTek.
Access an exclusive pool of form leads and live inbound calls — no middlemen, no reselling to competitors. Set your budget and criteria, and leads route instantly to the right agent.
- Exclusive leads — never shared with competing agents
- Form leads + live inbound calls in one unified queue
- Custom routing rules assign leads to agents automatically
- Real-time cost tracking and per-lead ROI reporting
Capture, assign, and close — on autopilot.
Automate every step of lead handling. PolicyTek captures leads from any source, creates the record, and routes it to the right agent with the follow-up already scheduled.
Find the right carrier in seconds.
The quoting wizard analyzes your client's profile and surfaces the best-fit carriers, so the quote is ready while you're still on the call.
Commission tracking built for insurance hierarchies.
Track, calculate, and pay commissions across your entire agency. Supports multi-level overrides so every manager and owner is paid what they are owed, automatically.
- Calculates commissions across any hierarchy depth
- Override tracking for managers and agency owners
- Fully customizable payout rules per agent
- Agent-facing commission dashboard for full transparency
Call, text, email — all in one place.
A full phone system, automated campaigns, and a client portal — built natively into PolicyTek, so every conversation lands in the client file.
Replaces your phone system
Call, record, and review — without leaving PolicyTek.
A complete phone system lives inside your CRM. Make and receive calls, record every conversation, and let the AI write the summary for you.
- Native calling — no third-party app or setup required
- Every call auto-recorded and logged to the client file
- AI generates plain-English call summaries after every conversation
- Full call history tied to each lead and client profile
Reach the right client at the right time.
Build SMS and email sequences that trigger on lead actions, policy dates, or custom rules — and let them run.
Give clients visibility. Reduce inbound calls.
Every client gets a branded portal where they can view their policies, check upcoming payments, and message their agent.
Run your agency without the chaos.
Role-based access, policy tracking, task management, and complete client files — all structured the way an insurance agency actually works.
Replaces your AMS
The only CRM designed with real agency hierarchy.
Owner, manager, agent, CSR — each role gets purpose-built access and controls, and data is scoped to the role rather than shared with everyone.
- Four role levels: Owner → Manager → Agent → CSR
- Data is scoped per role — agents never see other agents’ leads
- Managers can assign, reassign, and monitor their team
- Department-based structures for complex org setups
Every policy. Every renewal. Zero clutter.
Manage client policies, renewals, and updates in one streamlined system. Renewal alerts fire automatically at 30, 60, and 90 days.
Every interaction in one complete profile.
Every lead, call, email, application, and document is tied to a single client record — so anyone picking it up has the whole history.
Nothing slips through the cracks.
Every follow-up, callback, and appointment is tracked, assigned, and visible — created automatically when a call ends or a policy date approaches.
- Tasks created automatically from calls and policy dates
- Assigned to the right agent, with the client attached
- Appointments and callbacks in one queue
- Nothing depends on someone remembering
Stop guessing. Start knowing.
12+ pre-built reports give you instant visibility into agent performance, lead ROI, pipeline health, and the book you already have.
12+ reports covering every angle of your business.
PolicyTek gives you actionable insights the moment you log in — no report builder, no data team, no exports.
- Per-agent performance: dials, conversions, and revenue
- Lead ROI by source — know exactly what’s working
- Pipeline drop-off analysis to find and fix your leaks
- Client lapse risk scoring to protect your book proactively
12+ reports, pre-built.
Agent performance, lead ROI, pipeline velocity, renewals, retention, campaigns, sources, and team productivity — ready on day one.
Live metrics on your office screen.
Display a real-time leaderboard on any TV — dials, deals, revenue, and daily targets.
Scale your agency without limits.
Agent landing pages, multi-agency management, and integrations with the tools you already use.
Replaces your marketing stack
Every agent gets a credibility-building landing page.
Custom landing pages are auto-generated for every agent the moment they join your team — branded, mobile-optimized, and wired into your pipeline.
- One page per agent, auto-generated at signup
- Branded with your agency’s colors, logo, and domain
- Quote form submissions go directly into your CRM pipeline
- Shows agent credentials, specialties, and social proof
Run multiple agencies under one roof.
Manage multiple agency locations, brands, or departments from a single PolicyTek login.
Connects with the tools you already use.
PolicyTek works alongside your existing stack — phone systems, lead vendors, and automation tools. Zapier connects 5,000+ more apps.
Also in the box
PolicyTek is the most complete toolkit for life insurance professionals — covering everything from automations to audit logs.