Transform the Way You Sell Life Insurance.
Policy Stream streamlines your sales process by giving clients the tools to self-serve while you focus on closing more deals and growing your business.
Why us?
Streamline Your Insurance Sales Process
With Policy Stream, you can centralize and simplify the key steps in your life insurance sales process. Say goodbye to tedious admin work, fragmented workflows, and inefficient client follow-ups.
Our platform automates essential tasks—quoting, needs analysis, applications, email nurtures, follow-ups, and process management—so you can focus on growing your business and building stronger client relationships.
Features
Powerful Features,
Designed for Advisors.
Instant Quotes
Your clients can get instant, personalized quotes from a selection of carriers directly on your website, saving time and increasing conversions.
Needs Analysis Tool
Clients can complete a needs analysis directly on your website, satisfying compliance requirements and supporting higher coverage amounts.
Automated Applications
Once your clients select a policy, they can apply online saving you time and minimizing errors in the application process.
Document & Compliance Management
Compliance documents (advisor disclosure, needs analysis, reason why letter, etc.) are completed online and included in the application, saving time and ensuring everything is organized for submission
CRM Integration
Integrate with your CRM or upgrade to our Pro plan for a full CRM with pre-built email marketing, processes, pipelines, and more.
Website Integration
Seamlessly integrate into your website with your custom domain and branding, providing a fully branded, professional experience for your clients.
How It Works
Policy Stream is a digital platform for independent brokers and small agencies that simplifies the life insurance sales process. After signing up and integrating with your website, clients can instantly receive personalized quotes and complete their applications online—no in-person meetings or paperwork required. The platform also automates email nurture campaigns, policy status updates, and Google review requests, streamlining client management and saving you time. This allows you to focus on growing your business more efficiently while providing a better customer experience.
1
Sign Up & Integrate
Sign up for a demo and integrate Policy Stream into your website with minimal effort. Our team is here to help you get set up.
2
Let Clients Self-Serve
Empower your clients to get quotes, complete a needs analysis, and submit applications all in one seamless online experience.
3
Reclaim Your Time
Automated workflows and simplified document management allow you to save time and focus on closing more sales.
- Testimonials
