PolicyTek

6.1easy start · #18 of 27
in Insurance CRM Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web.

Visit site Alternatives

PolicyTek is ranked #18 of 27 in insurance CRM software on The Geeks Club. 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: Yes
Renewal tracking: Yes
Agent management: Yes
Email automation: Yes
Policyholder portal: Yes

Best PolicyTek alternatives

See all 20

Bitrix24 CRM 0 of 4 in the starter kit Lesson 17.9 Zoho CRM 0 of 4 in the starter kit Lesson 27.9 Freshsales 0 of 4 in the starter kit Lesson 37.8 Caspian 0 of 4 in the starter kit Lesson 47.4 Creatio CRM 0 of 4 in the starter kit Lesson 56.8 AgencyZoom 0 of 4 in the starter kit Lesson 66.7

The record

Purpose: PolicyTek is a CRM and agency management platform built for life insurance professionals.
Lead marketplace: The platform offers exclusive form leads and live inbound calls with automatic routing and ROI tracking.
Softphone: Its built-in phone system supports calling, recording, automatic client-file logging, and AI call summaries.
Policy management: PolicyTek tracks active policies, renewals, commissions, and automatic 30-, 60-, and 90-day renewal alerts.
Automations: SMS, email, and task sequences can trigger from lead actions, policy dates, or custom rules.
Client portals: Each client can receive a branded portal to view policies, upcoming payments, documents, and messages.
Integrations: The site lists Twilio, RingCentral, Dialpad, and Zapier integrations, with Zapier connecting more than 5,000 apps.
Security: Enterprise security includes SSO, audit logs, and enterprise-grade data controls.
Privacy safeguards: PolicyTek says it uses access controls, encryption in transit, vulnerability monitoring, and incident response safeguards.
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.
Service level: The pricing page states a 99.98% uptime SLA and onboarding included on every plan.
Lead-cost limit: Lead purchases are priced separately per lead according to type and quality and are not included in the monthly subscription.
Support: Enterprise plans include a dedicated account manager, custom onboarding, and written SLA commitments.
Audience: The platform serves independent agents, growing agencies, enterprise agencies, and lead vendors in the life insurance ecosystem.

Where it ranks on The Geeks Club

Best Insurance CRM Software in 2026#18 of 27

Is PolicyTek yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote PolicyTek

Sources

policytek.com· checked 30 Sept 2026
policytek.com/features· checked 30 Sept 2026
policytek.com/solutions/enterprise· checked 30 Sept 2026
policytek.com/privacy· checked 30 Sept 2026
policytek.com/pricing· checked 30 Sept 2026