PolicyTek
5.4#29 in insurance crm softwareWebAPI
VisitPolicyTek vs Zoho CRM
What both publish
| Fact | PolicyTek | Zoho CRM |
|---|---|---|
| Integrations | The site lists Twilio, RingCentral, Dialpad, and Zapier integrations, with Zapier connecting more than 5,000 apps. | Zoho CRM offers more than 1,100 ready-to-use app integrations. |
| Purpose | PolicyTek is a CRM and agency management platform built for life insurance professionals. | Zoho CRM provides tools to increase leads, accelerate sales, and measure sales performance. |
| Security | Enterprise security includes SSO, audit logs, and enterprise-grade data controls. | Zoho CRM uses AES encryption and AES-256 encryption on its servers, and supports HIPAA and GDPR compliance functions. |
| Support | Enterprise plans include a dedicated account manager, custom onboarding, and written SLA commitments. | Paid editions include Classic support, with optional paid plans offering faster responses and round-the-clock support; live chat is available 24x5. |
PolicyTek plans
- AgencyPriced on request
- AgentPriced on request
- EnterprisePriced on request
Zoho CRM plans
- FreeFree
- Standard$23 a month
- Professional$40 a month
- Enterprise$52 a month
- FreeFree
- Standard$14 a month
Pick PolicyTek if…
PolicyTek is intended for independent agents, growing agencies, enterprise agencies, and lead vendors in the life insurance ecosystem. Its features suit teams that need lead distribution, policy renewal tracking, and client portals.
Pick Zoho CRM if…
Zoho CRM suits sales teams that need lead management, follow-up automation, forecasting, and integrations. The free edition supports up to three users, while paid tiers add capabilities for larger needs.