Our Flagship Product of 2025

PoliX
CRM for Insurance Brokers

Transform your workflow with our cutting-edge solution that combines innovation, performance, and simplicity in one powerful platform.

DEMO

Watch how our platform transforms complex workflows into simple, automated processes

Powerful Features

Everything you need to supercharge your productivity and streamline your operations

Lightning Fast Performance

Experience blazing fast speeds with our optimized architecture that delivers results in milliseconds.

Enterprise Security

Bank-grade encryption and security protocols keep your data safe and compliant with industry standards.

Team Collaboration

Seamlessly work together with real-time collaboration tools designed for modern teams.

Why Choose Our Platform?

Be among the first to revolutionize your business operations with our groundbreaking solution. Designed with the latest technology and built for real-world impact, this innovative platform is ready to redefine how you work—backed by a vision for excellence and a commitment to your success from day one.

Increase productivity
Reduce operational costs significantly
24/7 customer support included
99.9% uptime guarantee
Free migration assistance
30-day money-back guarantee

Join the revolution with us

Be the first ones to adapt our technology and streamline your Insurance Operations.

Features

Lead Management

What it does

PoliX’s intelligent Lead Management system empowers insurance agencies to seamlessly capture, organize, and monitor leads from diverse sources—including referrals, agents, digital channels, and marketing campaigns. With rule-based auto-assignment and customizable lead status tracking (e.g., New, In Progress, Converted, Lost), PoliX ensures every opportunity is efficiently managed, prioritized, and progressed through the sales pipeline with clarity and control.

Benefits

  • Lead Capture from Multiple Channels
    Collect leads from agents, referral sources, websites, and marketing campaigns.
  • Centralized Lead Repository
    All leads are stored in one secure, searchable system for quick access and updates.
  • Customizable Auto-Assignment Rules
    Automatically assign leads to specific agents or teams based on pre-set criteria (location, product type, availability, etc.).
  • Status Tracking
    Track each lead through stages like:
    New → In Progress → Converted → Lost
  • Built-in Reminders and Scheduling
    Set follow-up reminders and schedule calls or meetings directly from the system.
  • Performance Insights & Real-Time Updates
    Analyze lead sources, broker performance, and conversion trends with detailed reporting tools. Keep your team informed with instant updates on lead status and activity.

Start Your Journey Today

Experience the power of our platform with a free 14-day trial. No credit card required, no commitment—just pure innovation at your fingertips.