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On the recordRead 30 Sep 202614 facts
PolicyTek
Plans and prices
Agency
Priced on request
Multi-agent hierarchy · lead distribution · team reporting · multi-location support
Read 30 Sep 2026 · policytek.com
Agent
Priced on request
CRM, phone, rater, automations, policies
Read 30 Sep 2026 · policytek.com
Enterprise
Priced on request
Unlimited agents and locations · cross-agency reporting · API access · dedicated account manager
Read 30 Sep 2026 · policytek.com
On the record
- Audience
- The platform serves independent agents, growing agencies, enterprise agencies, and lead vendors in the life insurance ecosystem.policytek.com · read 30 Sep 2026
- Automations
- SMS, email, and task sequences can trigger from lead actions, policy dates, or custom rules.policytek.com · read 30 Sep 2026
- Client portals
- Each client can receive a branded portal to view policies, upcoming payments, documents, and messages.policytek.com · read 30 Sep 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 · read 30 Sep 2026
- Integrations
- The site lists Twilio, RingCentral, Dialpad, and Zapier integrations, with Zapier connecting more than 5,000 apps.policytek.com · read 30 Sep 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 · read 30 Sep 2026
- Lead marketplace
- The platform offers exclusive form leads and live inbound calls with automatic routing and ROI tracking.policytek.com · read 30 Sep 2026
- Policy management
- PolicyTek tracks active policies, renewals, commissions, and automatic 30-, 60-, and 90-day renewal alerts.policytek.com · read 30 Sep 2026
- Privacy safeguards
- PolicyTek says it uses access controls, encryption in transit, vulnerability monitoring, and incident response safeguards.policytek.com · read 30 Sep 2026
- Purpose
- PolicyTek is a CRM and agency management platform built for life insurance professionals.policytek.com · read 30 Sep 2026
- Security
- Enterprise security includes SSO, audit logs, and enterprise-grade data controls.policytek.com · read 30 Sep 2026
- Service level
- The pricing page states a 99.98% uptime SLA and onboarding included on every plan.policytek.com · read 30 Sep 2026
- Softphone
- Its built-in phone system supports calling, recording, automatic client-file logging, and AI call summaries.policytek.com · read 30 Sep 2026
- Support
- Enterprise plans include a dedicated account manager, custom onboarding, and written SLA commitments.policytek.com · read 30 Sep 2026
