Streamline Your Life Insurance Sales Process.
Save hours of admin work, close more deals, and give your clients the experience they deserve—all from one platform.
Why us?
Why You Need Policy Stream
What’s holding you back?
Wasting Time on Repetitive Tasks
Endless quoting, needs analyses, and manual admin work eats up valuable hours that could be spent growing your business.
Fragmented and Inefficient Processes
Juggling multiple tools for quotes, applications, and compliance leads to lost time and missed opportunities.
Struggling to Scale
Managing more clients often means hiring extra staff or increasing workload—but it doesn’t have to.
The Solution is Simple
Policy Stream helps you reclaim your time and grow your business by giving clients the tools to self-serve while you focus on what you do best—selling.
Features
Features & Benefits
Instant Quotes
Clients see real-time quotes from top insurers, increasing conversions.
Needs Analysis Tool
Help clients make informed decisions without overwhelming them.
Application Automation
Eliminate tedious data gathering and receive completed forms instantly, streamlining the application process.
Compliance Simplified
Complete and organize all compliance documents online, saving time and simplifying 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
Request a demo and integrate the platform into your website.
2
Let Clients Self-Serve
Empower clients to get quotes, run needs analyses, and apply online.
3
Grow Your Business
Spend more time closing deals and building relationships.
- Testimonials
