Built for the new wave of insurance agencies

Close more.
Pay less.
Ditch the bloat.

PolicyJar is the call center CRM built for owner-operators who are tired of paying enterprise prices for software that still feels like 2009.

No setup fees. No contracts. Starting at $29/agent/mo.

$29
per agent per month — Starter plan
14s
average answer time with smart routing
0x
setup fees, contracts, or BS charges
5m
to go live from first login

The Comparison

They charge enterprise rates.
We don't.

RingCentral, 8x8, TCLD — built for IT departments and sold by sales reps who take you to lunch. We're built for owners who just want it to work.

Legacy Dialers
PolicyJar
Price per agent / mo
$65–$150+
$29–$79
Setup / Onboarding fee
$500–$2,000
$0
Annual contract required
Yes — locked in
No — month to month
Time to go live
Weeks of onboarding
Under 5 minutes
Built for insurance
Generic telephony
Purpose-built CRM
Self-serve signup
Talk to Sales first
Sign up in 60 seconds
Softphone included
Add-on cost
Included in every plan

What you get

Every tool your team needs.
Nothing they don't.

No bloated feature lists you'll never use. Just the core stack for running a high-performance insurance call center.

📞
Browser Softphone

Full WebRTC softphone in the browser. No downloads. No headsets required. Works on any machine your agents use.

🔀
Smart Call Routing

IVR menus, skill-based routing, queue management. Inbound calls hit the right agent, every time.

📋
Lead CRM

Track every lead, call, note, and disposition in one place. No switching between 3 different tools to close a deal.

📊
Live Wallboard

Real-time dashboard showing queue depth, agent status, call volumes. Know exactly what's happening on the floor.

🎙️
Voicemail & Recording

Voicemail drop, call recording, transcription-ready. Every call is captured and searchable.

👥
Team Management

Agent presence, role-based access, invite new reps in seconds. You run the agency — not IT tickets.

Pricing

Transparent. No tricks.
No "talk to sales."

Pick your plan, sign up, go live. Every plan includes a 14-day free trial. Cancel anytime.

Starter
$29
per agent / month
+ $0.018/min for call usage
  • Full softphone + IVR
  • Lead CRM
  • Call recording
  • Basic reporting
  • Email support
Start Free Trial
Agency
$79
per agent / month
+ $0.012/min for call usage
  • Everything in Growth
  • Multi-queue management
  • Analytics & reporting
  • API access
  • Dedicated onboarding
Start Free Trial
"We were paying $140/agent for RingCentral and half the features didn't even work for insurance. PolicyJar cut our costs in half and my team was up and running the same day."
Insurance Agency Owner
Medicare & ACA Agency, Southeast US

Ready to ditch
the bloat?

14-day free trial. No card required. Up in 5 minutes.

Create Your Free Account →

No setup fees · No contracts · Cancel anytime