Simple,
Transparent Pricing.
No Surprises.
Get started with Policy Stream – Choose the plan that fits your business best.
Essential
$99 (USD/Month)
Streamline Your Sales Process
- Instant Multi-Carrier Quotes
- Built-In Needs Analysis Tool
- One-Click Digital Applications
- Document & Compliance Management
- Seamless Website Integration
- Dedicated Support
No contract cancel anytime
Pro
$147 (USD/Month)
Everything in Essential, Plus Powerful CRM Features
- Full CRM Functionality With Prebuilt Systems
- Automated Client Workflows
- Email Drip Campaigns & Follow-Ups
- Advanced Client & Policy Tracking
- Activity Logging & Pipeline View
- Team Task Management and Collaboration Tools
No contract cancel anytime
Features
Everything You Need to Grow Your Business
A life insurance sales platform designed to cut your admin time and help you close more deals faster—freeing you to focus on what matters most.
Instant Quotes
Stop wasting time with manual quoting and let clients self-serve, driving more leads and faster conversions.
Needs Analysis Tool
Empower your clients with an easy-to-understand needs analysis, making the sales process more informed and efficient.
Automated Applications
Streamline your workflow with online applications and fewer errors, saving you time and eliminating admin work
Compliance & Document Management
Complete and organize all compliance documents online, saving time and simplifying submission.
Seamless Integration
Policy Stream works perfectly with your existing website, requiring no complicated tech setup
With no contracts, you can get started risk-free. If it doesn’t fit your needs, you can cancel at any time.
We Believe in Earning Your Trust.
We want you to feel confident about your decision to use Policy Stream. That’s why we offer our service with no long-term contracts and no hidden fees.
You’re free to cancel at any time. We’re here to support you as you scale your business, and we believe our service speaks for itself.
- No Contracts. No Hidden Fees.
Ready to Streamline Your Sales Process?
Spend less time chasing paperwork and more time closing deals. Our modern, client-friendly platform simplifies quoting, intake, and application—giving you back your time and making life easier for your clients.
FAQ's
Frequently Asked Questions
We’ve compiled answers to the most common questions about our platform to help you get started and understand how it fits into your workflow. If you don’t see what you’re looking for, feel free to reach out directly.
Do I need to be tech-savvy to use this software?
Not at all. Our platform is designed to be intuitive and easy to use, even if you’re not very technical. We also provide onboarding and support to help you every step of the way.
Can I use my own branding and domain?
Yes! You can fully white-label the platform with your logo, colors, and domain to give your clients a professional, branded experience.
Is the data secure?
Absolutely. We use modern encryption standards and secure cloud infrastructure to ensure all client and application data remains private and compliant with data protection regulations.
Which carriers are supported?
We support a wide range of major Canadian insurance carriers. Our quoting engine pulls real-time data to ensure accurate comparisons. (We can customize based on your market.)
What’s the difference between the Basic and Premium plans?
The Basic plan includes quoting and online application tools. The Premium plan adds CRM functionality, workflow automation, and advanced client management features.
Why do you charge in USD?
Most of our software and development costs are billed in USD. Charging in the same currency helps us maintain stable pricing and protect our margins as exchange rates shift.
How can I cancel my subscription?
Sorry to see you go! Just send us an email at support@policystream.ca and we’ll take care of the cancellation for you.
