Fat Agent vs PolicyTek
| Fat Agent | PolicyTek | |
|---|---|---|
| Free plan | No | No |
| Free trial | No | No |
| Paid from | $50/mo | — |
| Open source | No | No |
| Platforms | api, iOS, Web | api, Web |
| Free plan | No | — |
| Sales pipelines | Yes | Yes |
| Renewal tracking | Yes | Yes |
| Agent management | Yes | Yes |
| Email automation | Yes | Yes |
| Mobile apps | Yes | — |
| Policyholder portal | — | Yes |
Both are listed in Best Insurance CRM Software. On Inferse, PolicyTek scores higher on our published basis.