Everything You Need to Close More Deals

PolicyReach combines a powerful dialer, intelligent CRM, and automation tools into one complete platform designed specifically for life insurance agents.

Smart Dialer

Make More Calls, Close More Deals

Our intelligent dialer system is built for high-volume calling with features that maximize your talk time and increase connection rates.

  • Auto-dialing: Eliminates manual dialing downtime
  • Local presence: Display local numbers for better answer rates
  • Call recording: Automatic recording for training and compliance
  • Voicemail drop: Leave consistent messages instantly

Call Volume Increase

3x

More calls per hour vs manual dialing

Lead Dashboard

Live Data
New Leads 147
Contacted 89
Qualified 34
Closed 12
Lead Management

Organize Every Prospect

Keep track of every lead with detailed profiles, interaction history, and smart automation that moves prospects through your sales funnel.

  • Smart lead scoring: Prioritize your hottest prospects
  • Custom fields: Track insurance-specific data points
  • Activity timeline: See every interaction in one place
  • Bulk import: Upload leads from CSV or integrate with lead sources
Automation

Set It and Forget It

Create smart workflows that nurture leads automatically with personalized SMS and email sequences based on prospect behavior and preferences.

  • Trigger-based workflows: Auto-respond to prospect actions
  • Personalized messaging: Dynamic content based on lead data
  • Multi-channel sequences: Combine SMS, email, and calls
  • Smart timing: Send messages at optimal times

Sample Workflow

1
New lead added
2
Send welcome SMS
3
Wait 2 hours
4
Schedule follow-up call
5
Send policy quote email
Analytics & Reporting

Data-Driven Sales Success

Make informed decisions with comprehensive reporting that shows what's working, what isn't, and where to focus your efforts for maximum ROI.

Call Metrics

  • • Total calls made
  • • Connection rate
  • • Average call duration
  • • Conversion rate

Lead Performance

  • • Lead source analysis
  • • Quality scoring
  • • Time to contact
  • • Pipeline velocity

Campaign ROI

  • • Cost per lead
  • • Revenue per campaign
  • • Response rates
  • • A/B test results

Team Insights

  • • Agent performance
  • • Activity summaries
  • • Goal tracking
  • • Coaching opportunities

Ready to Experience These Features?

Start your free trial and see how PolicyReach can transform your sales process.