Your agency command center for leads, campaigns & AI-powered quotes
PolicyPop combines CRM, pipeline management, compliant outreach, and deterministic product recommendations — so agents work in one portal, not five different tools.
No credit card required to explore · Catalog & scoring work offline · OpenAI optional
Everything in one workspace
From first touch to issued policy — manage prospects, run campaigns, and deliver auditable recommendations without leaving PolicyPop.
AI recommendations
Deterministic eligibility and scoring across your carrier catalog — with optional AI narratives grounded in real product rules, riders, and public pricing samples.
Lead CRM
Capture prospects, tag and filter leads, assign owners, track consent and DNC flags, and keep a full activity timeline on every contact.
Pipeline board
Kanban-style opportunity stages from new lead through policy issued. Drag stages, sync to HighLevel when configured, and never lose context.
Campaign center
Build SMS, email, and call sequences for final expense, term, IUL, mortgage protection, and more. Fund a campaign wallet and enroll consenting leads.
Communications
Send SMS, email, and outbound calls through a provider layer (HighLevel-ready). Consent checks, quiet hours, STOP handling, and usage logging built in.
Call queue
Work a compliant call list one lead at a time — start call, log disposition, and schedule follow-ups without robodialing.
Files & documents
Upload IDs, illustrations, applications, and photos per lead. Private storage with audit trails — S3-ready for production.
Lead transfer
Donate or transfer leads to another agent by email or user ID, with pending/accepted status and full audit history.
Multilingual
English, Spanish, and Brazilian Portuguese across the UI and recommendation output — switch language without losing your quote.
Carrier catalog
Browse products, riders, and eligibility rules with source references. Admin tools to manage catalog and pricing overrides.
Compliance built in
Licensed-agent decision support only. Consent gates, disclaimers, immutable audit logs, and no invented carrier rules or rates.
Billing & add-ons
Stripe subscriptions for platform access and a communications add-on. Campaign deposits tracked separately from subscription revenue.
How agents use PolicyPop
A workflow designed for producers and agency owners — not generic SaaS CRM fluff.
- 01
Create your agency
Sign up in minutes. Seed your pipeline, tags, and team workspace automatically.
- 02
Import or capture leads
Add prospects manually or from campaigns. Prefill recommendations from lead data.
- 03
Recommend & close
Run PolicyPop scoring, move opportunities on the board, and communicate from one place.
Simple pricing
Transparent plans as you scale outreach.
$99
/ month · PolicyPop access
CRM, recommendations, catalog, campaigns, pipeline
$49
/ month · Communications add-on
Dedicated number, SMS, email, and calling features
Campaign ad spend is funded separately via campaign wallet deposits. Quotes are preliminary — subject to carrier underwriting and state availability.
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