#1 Agency Growth Platform

Manage Your Entire Insurance Agency Using One Powerful Tool

Say goodbye to juggling multiple platforms. Policy Lift automates the busy work and helps your agency grow!

Easy Setup

AMS Integration

Flexible Plan

Free Trial

Automate Using an All-In-One System

Let Policy Lift Handle the Busy Work.

Sell More

Increase Retention

Grow Your Agency

Spend more time selling policies and less time chasing paperwork, all from one place.

Sell More.

  • Automated Follow Ups: Instant responses to every new lead—without lifting a finger.

  • Organized Data: Easily manage leads, clients, conversations and notes in one place.

  • Lead Tracking: Know exactly where every lead stands—no guessing.

  • Marketing: Pre-built funnels, email and social media tools to grow your book fast.

Increase Retention.

Reputation Management

Get more Google reviews automatically and respond to feedback with ease.

Be Engaged

Stay top-of-mind with automated texts and emails throughout the customer journey.

Renewal Automation

Proactively re-engage clients before their policy expires—without lifting a finger.

Faster Turnarounds

Speed up service, quotes, and responses with smart automation and built-in templates.

Built for Agencies of All Sizes

For Solo Agents

  • Get started fast with prebuilt funnels and automations

  • Stay organized without needing extra staff

  • Ditch multiple subscriptions — everything’s built into one platform

  • Use proven processes to build your book of business

  • Affordable Lite plan with all the essentials

For Growing Teams

  • Unlimited users included

  • Centralized workflows with shared calendars and reporting

  • SEO-optimized website included with every plan

  • Smart quoting tools — ready-to-go short & long forms

  • Built-in invoicing & payment processing

Choose the Plan That Fits Your Agency

Grow at Your Pace - Upgrade Anytime

Policy Lift Lite

  • CRM & Pipelines

  • Automated Follow-Ups

  • Lite landing page

  • Google Review Management

  • Limited custom workflows

  • Centralized communication - social media, emails and texts all in one place

  • 3 User Limit


$300 /month

Start Free Trial

Policy Lift Full Package

  • Everything in Lite

  • Short & Long Quote Forms

  • Full SEO-ready website & funnels

  • Calendar & Booking

  • Payment & Invoicing

  • Pre-built advanced automations

  • Custom workflow automations

  • Free on-boarding and training

  • Unlimited Users

$500 /month

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