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Head-to-head · Insurance CRM Software

GloveBoxCRM vs PolicyTek

  • Updated Oct 2026
  • Both researched from official sources
  • 7 checks side by side
Higher score GloveBoxCRM #2 in Insurance CRM Software 9.3/10 Pricing on request ✓ 5 of 6 features Visit GloveBoxCRM
PolicyTek #3 in Insurance CRM Software 9.1/10 Pricing on request ✓ 5 of 6 features Visit PolicyTek

GloveBoxCRM leads on 0 checks, PolicyTek on 0, and 7 are even. Who comes out ahead on the 7 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreGloveBoxCRM · 9.3/10

GloveBoxCRM scores higher on our rubric for insurance crm software: 9.3 against 9.1 out of 10; our editors rank them #2 and #3.

GloveBoxCRM is the better fit for agencies wanting deep insurance automation. PolicyTek is the better fit for multi-agent agencies needing insurance controls.

  • GloveBoxCRM fits best

    Agencies wanting deep insurance automation

  • PolicyTek fits best

    Multi-agent agencies needing insurance controls

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Side by side

Feature GloveBoxCRM 9.3/10 Visit ↗ PolicyTek 9.1/10 Visit ↗
At a glance
Editor score 9.3 9.1
Ranking #2 in Insurance CRM Software #3 in Insurance CRM Software
Best for Agencies wanting deep insurance automation Multi-agent agencies needing insurance controls
Pricing model Paid Paid
Starting price Pricing on request —
Free plan — Not checked yet
Free trial — —
Deployment Cloud, Mobile Cloud
Platforms Web, iOS, Android Web
Integrations 10 integrations 5,000+ integrations
Built for Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features GloveBoxCRM 5/6 · PolicyTek 5/6
Sales pipelines ✓ ✓
Renewal tracking ✓ ✓
Agent management Not checked yet ✓ (best)
Email automation ✓ ✓
Policyholder portal ✓ ✓
Mobile apps ✓ (best) Not checked yet
Our review
Pros
  • 100+ campaigns cover sales, service, claims, and renewals
  • Dedicated pipelines and policy monitoring support insurance workflows
  • Portals, branded mobile apps, SMS, and quote tools extend client service
  • Tracks leads, policies, renewals, commissions, and pipeline stages
  • Combines calling, recording, AI summaries, SMS, email, and task automation
  • Supports hierarchy, portals, reporting, and multi-agency management
Cons
  • Pricing is customized and requires contacting sales
  • There is no free plan for evaluating the product independently
  • Its insurance-agency focus may not suit general-purpose CRM needs
  • Pricing requires contacting sales
  • The platform is positioned specifically around life insurance workflows
  • Multi-agent and multi-agency controls are reserved for higher plans
Our verdict

GloveBoxCRM is an insurance-focused CRM for independent insurance agencies coordinating producers, customer service representatives, and virtual assistants. It brings sales, service, claims, and renewal work into dedicated pipelines, while…

Read the review →

PolicyTek is a CRM and agency management platform for life insurance agents, independent producers, and agencies. It combines visual pipeline management, lead capture and routing, client records, policy and renewal tracking, commission…

Read the review →
  1. GloveBoxCRMInsurance CRM Software 9.3Pricing on request
  2. PolicyTekInsurance CRM Software 9.1Pricing on request

Strengths and trade-offs

  • GloveBoxCRM — where it wins

    • 100+ campaigns cover sales, service, claims, and renewals
    • Dedicated pipelines and policy monitoring support insurance workflows
    • Portals, branded mobile apps, SMS, and quote tools extend client service

    Where it doesn't

    • Pricing is customized and requires contacting sales
    • There is no free plan for evaluating the product independently
    • Its insurance-agency focus may not suit general-purpose CRM needs

  • PolicyTek — where it wins

    • Tracks leads, policies, renewals, commissions, and pipeline stages
    • Combines calling, recording, AI summaries, SMS, email, and task automation
    • Supports hierarchy, portals, reporting, and multi-agency management

    Where it doesn't

    • Pricing requires contacting sales
    • The platform is positioned specifically around life insurance workflows
    • Multi-agent and multi-agency controls are reserved for higher plans
  • GloveBoxCRM9.3/10 · Pricing on request

    Deep insurance automation with policy workflows, portals, mobile apps, and AMS integrations.

    Visit GloveBoxCRMFull verdict →
  • PolicyTek9.1/10 · Pricing on request

    A life insurance CRM with routing, policy tracking, calling, automation, and agency controls.

    Visit PolicyTekFull verdict →

More comparisons

All insurance CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update