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 is for
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 is good
- 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
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.
Get started with PolicyTek
- Visit the PolicyTek website.
- Request pricing for the Agent, Agency, or Enterprise plan.
- Complete the included onboarding.
- Use the web application or API.
Limits to know first
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.
Questions about PolicyTek
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.
PolicyTek plans and pricing
All plansCompared on insurance CRM software
- Sales pipelines
- Yes
- Renewal tracking
- Yes
- Agent management
- Yes
- Email automation
- Yes
- Policyholder portal
- Yes
