PolicyTek

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Score6.0

Rank#14 of 27

Free planNo

Runs onAPI, Web

Summary

PolicyTek is ranked #14 of 27 in insurance CRM software on Everything Xiaomi. It runs on API, Web.

PolicyTek plans and pricing

All plans

Agency Not published Multi-agent hierarchy · lead distribution · team reporting · multi-location support policytek.com · 30 Sept 2026

Enterprise Not published Unlimited agents and locations · cross-agency reporting · API access · dedicated account manager policytek.com · 30 Sept 2026

Agent Not published CRM, phone, rater, automations, policies policytek.com · 30 Sept 2026

Compared on insurance CRM software

Sales pipelines: Yespolicytek.com
Renewal tracking: Yespolicytek.com
Agent management: Yespolicytek.com
Email automation: Yespolicytek.com
Policyholder portal: Yespolicytek.com

Facts

Purpose: PolicyTek is a CRM and agency management platform built for life insurance professionals.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
Softphone: Its built-in phone system supports calling, recording, automatic client-file logging, and AI call summaries.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
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
Integrations: The site lists Twilio, RingCentral, Dialpad, and Zapier integrations, with Zapier connecting more than 5,000 apps.policytek.com · 30 Sept 2026
Security: Enterprise security includes SSO, audit logs, and enterprise-grade data controls.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
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
Service level: The pricing page states a 99.98% uptime SLA and onboarding included on every plan.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
Support: Enterprise plans include a dedicated account manager, custom onboarding, and written SLA commitments.policytek.com · 30 Sept 2026
Audience: The platform serves independent agents, growing agencies, enterprise agencies, and lead vendors in the life insurance ecosystem.policytek.com · 30 Sept 2026