PolicyReach was created by a team who understands the unique challenges of selling life insurance. We've walked in your shoes and built the platform we wished we had.
We believe that life insurance agents deserve better tools. Too many talented professionals struggle with outdated, generic CRM systems that weren't designed for their unique needs.
That's why we built PolicyReach - a complete platform that understands the insurance sales process from lead generation to policy delivery. Every feature is designed with the insurance agent in mind.
Insurance agents served
In policies sold through our platform
Every feature is built with the insurance agent's workflow in mind.
No hidden fees, no surprises. Just honest, straightforward pricing.
We're constantly improving based on real agent feedback.
How PolicyReach came to be
Our founders spent years as life insurance agents, struggling with clunky CRM systems and dialers that weren't built for insurance sales. They watched countless qualified agents leave the industry due to poor tools and inefficient processes.
We envisioned a platform that would understand the insurance sales process from A to Z. Something that would handle lead management, dialing, follow-ups, and reporting in one cohesive system designed specifically for insurance professionals.
After two years of development and testing with real insurance agents, PolicyReach was born. Today, we're proud to serve hundreds of agents who are closing more deals and growing their businesses with our platform.
The people behind PolicyReach
CEO & Co-Founder
Former insurance agent with 15 years of field experience. Sold over $100M in life insurance policies.
CTO & Co-Founder
Software engineer with 20 years of experience building SaaS platforms. Previously led engineering at two successful insurtech startups.
VP of Customer Success
Insurance industry veteran and former agency owner. Passionate about helping agents succeed with the right tools.
Real feedback from real insurance professionals
Independent Agent
"PolicyReach doubled my call volume and helped me close 40% more deals. The automation features are a game-changer."
Agency Owner
"Finally, a CRM that understands insurance sales. My team's productivity has increased dramatically since switching to PolicyReach."
Senior Agent
"The reporting features help me understand exactly what's working. I've optimized my approach and my income reflects it."
See why hundreds of insurance professionals trust PolicyReach to grow their business.