Modern Policy Management Software for Independent Insurance Agencies
Track policies, clients, commissions, claims, and renewals in one cloud-based platform built for growing insurance agencies.
- Replace spreadsheets with a modern dashboard
- Never miss a renewal again
- Track commissions without manual reconciliation
No credit card required
Active Policies
247
Monthly Premium
$48.2K
Upcoming Renewals
32
Premium by Carrier
Renewal Pipeline
Sound Familiar?
Independent agencies everywhere are struggling with the same problems.
Everything Your Agency Needs
One platform to manage policies, clients, renewals, commissions, and more.
Policy Lifecycle Tracking
Track every policy from quote to renewal with full audit history.
Client CRM
Centralized client profiles with household, contact, and policy data.
Renewal Automation
Never miss a renewal with automated reminders and pipeline views.
Commission Reconciliation
Track commissions by carrier and identify leakage automatically.
Client Portal
Give clients self-serve access to their policies and documents.
Claims Tracking
Monitor claim status and keep clients informed throughout.
Book-of-Business Analytics
Real-time dashboards showing premium, retention, and growth metrics.
Proposal Generation
Create professional proposals and send them directly to prospects.
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Agencies trust PolicyPilot
0%
Renewal catch rate
0min
Average onboarding time
0hrs
Saved per week per agent
Trusted by Agency Owners
“PolicyPilot replaced three different tools we were using. Our team is finally on the same page and renewals stopped falling through the cracks.”
Sarah Mitchell
Principal, Mitchell Insurance Group
“Commission tracking alone saved us thousands. We found leakage we didn't even know existed. The ROI was immediate.”
James Rodriguez
Owner, Rodriguez & Associates
“Onboarding took 15 minutes. After years of fighting with our old AMS, this feels like a breath of fresh air.”
Karen Thompson
Operations Manager, Thompson Agency
Simple, Transparent Pricing
No long-term contracts. Cancel anytime. Every plan includes a free 14-day trial.
Starter
For small agencies getting started
- 3 agents
- Policy tracking
- Client management
- Basic reporting
- Renewal reminders
- Email support