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PolicyTek pricing

#3 of 29 in Insurance CRM Software

PolicyTek publishes 3 plans on policytek.com — prices checked 20 Sep 2026.

9.1/10Editor score
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PolicyTek pricing at a glance

Plans Pricing on request No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on policytek.com

PolicyTek plans & pricing

PlanPriceKey limits
AgentNot checked yet
  • Designed for solo independent agents
  • Pipeline, client management, leads, phone system, agent pages, and policy manage
AgencyNot checked yet
  • Adds multi-agent hierarchy
  • Lead pool distribution, agency currency, TV dashboard, manager controls, and mul
EnterprisePrice on request
  • Multi-agency management
  • Cross-agency reporting and enterprise controls

Prices as published by the vendor on policytek.com, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Built for
    Solo, Small business, Mid-market, Enterprise
  • Integrations
    5,000+ integrations: Twilio, RingCentral, Dialpad, Zapier, TrackDrive, Facebook Ads
  • Sales pipelines
    Yes

Our full PolicyTek verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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