Being able to reach my clients on thier smartphones has really changed the types of insureds I am going after. Now that the majority of them are self service, I write more and do less! I couldn't do it without PolicySpot! -
Oh, we're only the leaders in insurance cloud transactions. We've been around for almost 10 years, and are the makers of many current online carrier and wholesale management systems. Our company was founded by an insurance technology expert, and our mission is to help small agencies succeed.
We think you're going to love PolicySpot. But on the off chance you don't, you have 60 days to cancel and request a refund. Just give us a call or send us an email and we'll take care of it.
Currently we accept Visa, MasterCard, and American Express.
Don't worry, you can take your data with you when you go. If you decide to end your PolicySpot subscription, you will be able to export your data to Microsoft Excel before you sign out for the last time. We'll miss you, but we understand.
Nope. You pay monthly, with no commitment or contract to sign. You can cancel any time, though we can't prorate payment if you close your account mid-cycle.
Probably. PolicySpot supports the following browsers: Internet Explorer 8.0+ (Windows only) Firefox, two latest releases only (Windows and Mac) Safari, two latest releases only (Mac only). Google Chrome, current version only (Windows and Mac)
Our software infrastructure is updated regularly with the latest security patches. Our products run on a dedicated network that is locked down with firewalls and carefully monitored. We run third-party security scans every day to make sure our infrastructure is highly secure and completely up-to-date. Read our full security policy »
Help from a real live person is just a phone call, online chat, or email away. If you've got questions, we've got answers. We want to hear your feedback and suggestions, as well as answer any question you may have. So feel free to contact us at (800) 414-9638 or send an email to [email protected]