Everything you need to win premium, under one roof
Improve your agency's visibility, win every conversation, streamline intake, and submit to carriers — all in one place and half the work.
Your team doesn't have to be the glue for your tech stack
Getting from lead to bind means stitching together tools that were never built to talk to each other. Your team fills the gaps. Policies leak through them.
Give your agency peace of mind, from lead-to-bind
One thread, from the moment someone finds your agency to the moment a policy is quoted. Your team reviews, advises, and closes. PolicyLift changes that.
Agency Marketing
Get found by those who matter
More than just a website. SEO and Reviews to get found, automated e-mail and SMS campaigns to stay top of mind — built for insurance.
Conversational AI
Engage, qualify, & service around the clock
Voice, chat, and text assistants that pick up every call, answers every website visitor, and follows up with every lead — 24/7. No hold times, no missed opportunities, no staffing gaps.
Intake & Bind AI
Submissions 90% ready so you focus on advising
Intake forms arrive pre-filled with data already collected upstream. Your team reviews, adjusts, and binds. No re-keying, no portal-hopping. Just close.
Built for agencies across America, just like yours
How it works, from lead to bind
WIN your community
& Your Book
SEO & AI Optimized Website
Your agency site, built to rank on Google from day one. Coverage pages generated for every coverage and market you serve so prospects find you before the competition.
Email & SMS Marketing
AI-powered campaigns triggered by policy events in your AMS. The right message, to the right client, at the right time...sent automatically.
Google Review Automation
Automatically send and respond to Google review requests to your AMS contacts at the right moment in the policy lifecycle. No manual follow-up needed.
Calendar Booking Tools
Let prospects book calls and appointments straight from your site or with your AI voice and chat assistants. Syncs with your calendar instantly.
HELP WHEN & WHERE
CUSTOMERS WANT
Voice AI
Answers every inbound call instantly — 24/7. No holdtimes, no missed leads. Qualifies new prospects, handles service and claims requests, and routes calls to the right agent.
Chat AI
Engages website visitors the moment they land — before they click exit. Chat AI assistants ask the right questions, capture intent, and intake details for quotes, service requests, and claims
2-Way Texting
Meet clients and prospects where they already are — on their phones. Send follow-ups, appointment reminders, and quote updates via SMS in seconds.
Email Integration (Coming Soon)
Triage incoming requests and follow up with clients directly from your producer's inbox. Responses feel personal, stay on-brand, and nothing slips through.
Less manual work,
more advising
AI Digital Intake Platform
Smart forms that arrive already filled with everything PolicyLift knows about the prospect. Fewer questions means less friction.
Dec Page Pull & Document Parse
Upload any prior policy declaration page — PolicyLift reads and extracts it instantly. Driver details, vehicle info, coverage limits, and carrier data all structured.
Data Enrichment
PolicyLift automatically verifies and appends business, driver, and vehicle data. External sources fill in the gaps so your agents start every quote fully informed.
Rater & Carrier Portal Submissions
Submit to multiple carriers and rating platforms simultaneously from one place. No switching between tabs, logins, or portals — PolicyLift handles it all in parallel.
“The old way” took longer, cost more, and delivered less value...that changes today
Weeks of revisions
Built to work
Months of setup
Lead-to-bind
Stitching it all
Real growth
Tailored to your agency’s focus
Personal
Auto, home, umbrella, you name it — PolicyLift handles the full quoting workflow for the lines your agency writes every day. From intake to carrier submission.
Commercial
Same platform your team already knows, extended to handle the complexities of commercial risk. One workflow for your entire book of business.
Our philosophy
is simple
Independent agencies are our only focus — and that makes all the difference.
When You Win.
Everything we build is designed to help you write more premium and keep more clients.
Every Month
That’s how you built your book. We think it’s how software companies should earn your business, too.
Our philosophy
is simple
Independent agencies are our only focus — and that makes all the difference.
When You Win
Everything we build is designed to help you write more premium and keep more clients.
Every Month
That’s how you built your book. We think it’s how software companies should earn your business, too.
Get setup running in days, not months
We configure your AI Agents to match your agency's workflow. Your brand, your specialties, your greetings, call routing, transfer rules, and more — all trained to how you operate.
We help sync your AMS, CRM, VoIP, and calendar so data flows where it needs to. No CSV imports, no manual setup. Your team doesn't lift a finger.
Your branded, SEO and AI optimized agency site goes live. Coverage pages, quote forms, AI chat, and more ready from day one.
Your privacy and security is our priority
No model training
Your data is never used to train AI models. What goes in stays in.
Data isolation
Each agency's data is kept fully separate. No cross-contamination.
AES-256 encryption
All data encrypted at rest and in transit. The same standard used by banks.
24/7 monitoring
Infrastructure monitored around the clock with automated alerts.
Your data is yours
Export your data anytime. No lock-in, no hostage situations, no exceptions.
Multi-factor auth
MFA required on every account. One more layer between threats.
Data resilience
Automated backups and redundant systems so your data is available.
SOC 2 (in progress)
Independent audit of our security controls currently underway.
FAQs
Your success is our mission. Have more questions?
E-mail us at [email protected].
An AI-native platform built for independent P&C insurance agencies. Marketing, AI conversations, intake, and carrier submissions — one connected workflow from lead to bind.
Independent P&C agencies with up to 25 employees. If your team is juggling 5 separate tools for your website, marketing automation phones, quoting, tracking, and submissions, PolicyLift replaces that patchwork.
Most agency marketing tools stop at websites and email. PolicyLift keeps going — AI that answers your phone and chat, intake that collects client data, and submissions that get quotes to carriers. One platform, not five.
Your agency name, contact info, and a few minutes to tell us what you offer. We handle setup, training, content, and integrations. No marketing team or tech skills needed.
You get a new website optimized for search and conversions, included in your monthly price. Your domain and URL stay the same. If you ever cancel, we help to restore your previous site.
Wondering if PolicyLift
is right for your agency?
Let ChatGPT, Claude, or Gemini help. Click a button and see what your favorite AI says about PolicyLift.
