Simple, Scalable Pricing for Insurance Agents

Capture more leads, follow up faster, and close more policies—without hiring more staff.

Plans

Monthly

Foundation

Best for: solo agents just getting systems in place

CRM + pipeline management

 

Lead capture (forms, manual entry, integrations)

 

Notes, tasks, and reminders

 
$99
/ month

Automation

Best for: serious agents scaling production

Everything in Growth plus:

AI Voice Receptionist (24/7 call answering)

 

Automated SMS + email follow-ups

 

Drip campaigns (new leads, quote follow-up, nurture)

 

Pipeline-triggered automations

 

Basic segmentation & tagging

 
$299
/ month
Most Popular

Annually

2 Months Free

Personalized 1 on 1 Setup

Foundation

Best for: solo agents just getting systems in place

CRM + pipeline management

 

Lead capture (forms, manual entry, integrations)

 

Notes, tasks, and reminders

 
$990
/ year

Automation

Best for: serious agents scaling production

Everything in Growth plus:

AI Voice Receptionist (24/7 call answering)

 

Automated SMS + email follow-ups

 

Drip campaigns (new leads, quote follow-up, nurture)

 

Pipeline-triggered automations

 

Basic segmentation & tagging

 
$2,990
/ year
Most Popular

Ready to Capture and Close More Leads?

PolicyFlow gives you the systems of a full team—without the overhead.

Address:

Salem, VA 24153

Contact

Phone: (540) 797-7918

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