Move Your Agency to the Next Level
#1 Agency Growth Platform
Manage Your Entire Insurance Agency Using Only 1 Tool
Streamline, automate, and scale—effortlessly. Policy Lift is the all-in-one Agency Growth Platform designed to simplify every aspect of your business. From lead generation and automated follow-ups to calendar management and social media marketing, our platform gives you the power to run your entire agency from one place. Say goodbye to scattered tools and wasted time—discover how Policy Lift makes growth easy. ⬇️
Automate the work
Your agency runs smoother when the busywork is on autopilot.
Lead Capture & Nurturing
Follow up instantly with automation.
Appointment Scheduling
Have your customers schedule meetings without the back-and-forth communication.
Automated Email & SMS Communications
Stop the copy-and-paste responses.
Seamless Team Collaboration
Allow your staff to see what each other is doing and what Policy Lift is taking care of for you. Let them focus on your customers
Policy & Document Management
Eliminate document chaos with pre-built templates and a central storage hub. Easily send, track, and manage policy documents for every client.
Keep it Simple
Ditch the Overpriced Tools - Simplify Your Agency
Sign up with Policy Lift and cancel these immediately:
CRM
Document Signing & e-signature
Google Review Manager
Website Hosting
Blog and Content Platform
Social Media Management
Calendar and Scheduling Software
Payment Processing
Email and SMS subscriptions
Repetitive tasks
Focus on Growth
Spend more time gathering more customers
Reputation Management
Collect more 5-star reviews and handle reviews on auto-pilot
Appointment Scheduling
Have your customers schedule meetings without the back-and-forth communication.
Automated Email & SMS Communications
Stop the copy-and-paste responses.
Lead Capture & Nurturing
Follow up instantly with automation.
Appointment Scheduling
Have your customers schedule meetings without the back-and-forth communication.
Automated Email & SMS Communications
Over 30 forms to expedite your quoting process and beat the competition.
Renewal Reminders
Automatically reach out to your customers and start renewals with your staff.
Document Signing
Get policies signed without having to use another app or website.
Payment Portal
Receive payments and keep the receipt in your central application.
Our Pricing
One platform and one package to lift your agency higher
The Complete package
$520
Monthly
Unlimited Users
Support
Complete CRM
Leads and Pipeline Management
Reputation Management
Social Media Integration
SEO Optimized Website
Document signing
Payment portal
Enrollment Toolkit
Calendar Management with Appointments
Increase Your Productivity
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