Freedom251 › Insurance CRM Software
PolicyTek
What PolicyTek is
PolicyTek is a CRM and agency management platform for life insurance professionals, available through web and API access. It combines lead handling, calling, policy tracking and workflow automation. Agents can receive exclusive form leads and live inbound calls, with automatic routing and return-on-investment tracking. Its built-in phone system supports calls, recording, client-file logging and AI call summaries. Policy tools track active policies, renewals and commissions, with alerts scheduled 30, 60 and 90 days before renewal. SMS, email and task sequences can begin in response to lead actions, policy dates or custom rules. Clients can have branded portals for viewing policies, upcoming payments, documents and messages. Listed integrations include Twilio, RingCentral, Dialpad and Zapier; Zapier connects more than 5,000 apps. Enterprise security features include SSO, audit logs and data controls, alongside stated safeguards such as encryption in transit and vulnerability monitoring. Pricing is available on request. Lead purchases are separate from the monthly subscription and priced by lead type and quality. PolicyTek says its service is not designed for protected health information and that it is not a HIPAA covered entity or business associate.
Who it suits
PolicyTek is aimed at independent life insurance agents, growing and enterprise agencies, and lead vendors. It suits teams seeking lead management, policy renewal tracking, client portals and automated follow-up.
What it does well
- Tracks policies, renewals and commissions
- Automatic alerts at 30, 60 and 90 days
- Built-in phone system creates AI call summaries
- Branded client portals show policies and documents
- Enterprise plans include a dedicated account manager
What to know first
- Pricing is available on request
- Lead purchases are charged separately
- Service is not designed for protected health information
Limits
Lead purchases are priced separately per lead according to type and quality, outside the monthly subscription. PolicyTek says its services are not designed for protected health information and that it is not a HIPAA covered entity or business associate.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Agency | Multi-agent hierarchy · lead distribution · team reporting · multi-location support | On request |
| Enterprise | Unlimited agents and locations · cross-agency reporting · API access · dedicated account manager | On request |
| Agent | CRM, phone, rater, automations, policies | On request |
As policytek.com lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Visit the PolicyTek website.
- Request pricing for the Agent, Agency, or Enterprise plan.
- Complete the included onboarding.
- Use the web application or API.
Verdict
PolicyTek combines agency CRM, calling, policy tracking and workflow automation for the life insurance sector. Prospective buyers should request pricing and account separately for lead costs; the service is not intended for protected health information.
Questions
How much does PolicyTek cost?
Pricing is available on request. Lead purchases cost extra and are priced per lead according to type and quality.
What plans are available?
The listed plans are Agent, Agency, and Enterprise. Enterprise includes unlimited agents and locations, cross-agency reporting, API access, and a dedicated account manager; Agency includes multi-agent hierarchy, lead distribution, team reporting, and multi-location support.
Which platforms does PolicyTek support?
PolicyTek lists web and API access.
Which integrations are listed?
PolicyTek lists Twilio, RingCentral, Dialpad, and Zapier. Zapier connects more than 5,000 apps.
Is PolicyTek designed for HIPAA-related work?
No. PolicyTek states that it is not a HIPAA covered entity or business associate and that its services are not designed for protected health information.
What service commitments are included?
The pricing page states a 99.98% uptime SLA and onboarding on every plan. Enterprise plans include a dedicated account manager, custom onboarding, and written SLA commitments.
Facts from PolicyTek's own pages
- Audience
- The platform serves independent agents, growing agencies, enterprise agencies, and lead vendors in the life insurance ecosystem. · policytek.com, 30 Sept 2026
- Automations
- SMS, email, and task sequences can trigger from lead actions, policy dates, or custom rules. · policytek.com, 30 Sept 2026
- Client portals
- Each client can receive a branded portal to view policies, upcoming payments, documents, and messages. · policytek.com, 30 Sept 2026
- Compliance limitation
- PolicyTek states that it is not a HIPAA covered entity or business associate and that the services are not designed for protected health information. · policytek.com, 30 Sept 2026
- Integrations
- The site lists Twilio, RingCentral, Dialpad, and Zapier integrations, with Zapier connecting more than 5,000 apps. · policytek.com, 30 Sept 2026
- Lead-cost limit
- Lead purchases are priced separately per lead according to type and quality and are not included in the monthly subscription. · policytek.com, 30 Sept 2026
- Lead marketplace
- The platform offers exclusive form leads and live inbound calls with automatic routing and ROI tracking. · policytek.com, 30 Sept 2026
- Policy management
- PolicyTek tracks active policies, renewals, commissions, and automatic 30-, 60-, and 90-day renewal alerts. · policytek.com, 30 Sept 2026
- Privacy safeguards
- PolicyTek says it uses access controls, encryption in transit, vulnerability monitoring, and incident response safeguards. · policytek.com, 30 Sept 2026
- Purpose
- PolicyTek is a CRM and agency management platform built for life insurance professionals. · policytek.com, 30 Sept 2026
- Security
- Enterprise security includes SSO, audit logs, and enterprise-grade data controls. · policytek.com, 30 Sept 2026
- Service level
- The pricing page states a 99.98% uptime SLA and onboarding included on every plan. · policytek.com, 30 Sept 2026
- Softphone
- Its built-in phone system supports calling, recording, automatic client-file logging, and AI call summaries. · policytek.com, 30 Sept 2026
- Support
- Enterprise plans include a dedicated account manager, custom onboarding, and written SLA commitments. · policytek.com, 30 Sept 2026
Where PolicyTek stands on Freedom251
- Insurance CRM Software#27 of 31