--- title: PolicyLift Reviews meta\_title: 'PolicyLift Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how PolicyLift works for a business like yours. aggregate\_rating: rating\_value: 5.0 review\_count: 1 scale: '5' date\_modified: '2026-08-01' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance --- # PolicyLift Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by PolicyLift but has limited features. Are you part of the PolicyLift team? [Upgrade your plan](https://my.g2.com/policylift/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! PolicyLift is the all-in-one growth platform built exclusively for independent P&C insurance agencies. It combines marketing automation tools, and agentic AI into a single platform — replacing the need for multiple disconnected tools. PolicyLift's AI handles quoting and intake calls, transcribes coverage details, and manages the lead-to-bind process agentically. PolicyLift helps agencies generate more leads, bind more policies, and retain more clients. Designed specifically for agencies with 5–25 employees, PolicyLift gives small and mid-size agencies the same technology advantages as large brokerages at a fraction of the cost. * * * Seller [PolicyLift](https://www.g2.com/sellers/policylift) Discussions [PolicyLift Community](https://www.g2.com/products/policylift/discuss) Overview by Raghav Bansal Show More ## Top-Rated Alternatives [ ![BindHQ](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "BindHQ") BindHQ 4.7/5(17) ](https://www.g2.com/products/bindhq/reviews) [ ![Sonant AI](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sonant AI") Sonant AI 4.9/5(5) ](https://www.g2.com/products/sonant-ai/reviews) [ ![AgencyForce](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "AgencyForce") AgencyForce 4.5/5(1) ](https://www.g2.com/products/agencyforce-agencyforce/reviews) [ View All Alternatives ](https://www.g2.com/products/policylift/competitors/alternatives) ## PolicyLift Integrations (1) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HawkSoft ](https://www.g2.com/products/hawksoft/reviews) Show More ![Chad M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chad M.") CM Chad M. President Small-Business (50 or fewer emp.) 7/31/2026 "PolicyLift Streamlined Our Intake and Marketing Without Losing the Personal Touch" 5/5 What do you like best about PolicyLift? PolicyLift has made a real difference for our family-owned agency. We don’t miss after-hours calls or web leads anymore, and the marketing tools have helped more people find us. The intake and submission side cuts out a lot of the busywork, so we can focus on actually helping clients. It’s made us more efficient without losing the personal touch. Review collected by and hosted on G2.com. What do you dislike about PolicyLift? Pricing and ROI are yet to be determined. Review collected by and hosted on G2.com. What problems is PolicyLift solving and how is that benefiting you? On the operations side, the intake and multi-carrier submission features cut out most of the re-keying and portal hopping, letting our team spend more time advising clients instead of chasing paperwork Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: G2 invite ### There are not enough reviews of PolicyLift for G2 to provide buying insight. Below are some alternatives with more reviews: [ 1 ![BindHQ Logo](https://images.g2crowd.com/uploads/product/hd_favicon/33ea22719314d31b608ca281e8853a9a/bindhq.svg "BindHQ Logo") BindHQ 4.7 (17) Web-based Agency Management system for P and C focused MGA's, Program Managers and Insurance intermediaries . Intuitive, scalable and secure software that helps you organize your agency. ](https://www.g2.com/products/bindhq/reviews "BindHQ")[ 2 ![Sonant AI Logo](https://images.g2crowd.com/uploads/product/hd_favicon/045174183a055558b16cbbfba34fd10a/sonant-ai.svg "Sonant AI Logo") Sonant AI 4.9 (5) Sonant AI is the leading voice AI receptionist and phone answering system for Property & Casualty (P&C) insurance agencies, independent insurance agents, and insurance brokers across the United States and Canada. Eliminate missed calls and transform routine incoming calls into revenue by automating quote intake, appointment scheduling, email/texting workflows, AMS/BMS/CRM updates, and client inquiries 24/7 with zero wait times. Trusted by 100+ independent P&C insurance agencies across the United States and Canada to handle after-hours calls, reduce staff burnout, and scale operations without hiring additional administrative staff. Built specifically for Property & Casualty insurance workflows in the US and Canadian markets, Sonant integrates seamlessly with leading Agency Management Systems (AMS) including EZLynx, Applied Epic, Hawksoft, Momentum, QQCatalyst, and AgencyZoom to automatically capture call data, qualify insurance leads, and update your AMS/CRM/BMS in real-time. Key Features for P&C Insurance Agencies: - 24/7 AI-powered insurance call answering (never miss a quote request) - Property & Casualty insurance-trained AI (understands auto, home, commercial lines) - US and Canadian insurance terminology and workflows - Automated insurance quote intake and policy information requests - Multilingual support: English, Spanish, French, Portuguese, Mandarin + 10 more languages - Smart appointment scheduling synced with your calendar - Instant call transcription and CRM integration - Custom SMS and email workflows for agent routing - Intelligent transfer to human agents for complex claims or policy changes - Real-time AMS/CRM/BMS updates (EZLynx, Applied Epic, Hawksoft, etc.) - Enterprise Security: SOC2 Type 2 & GDPR certified for insurance compliance Perfect for independent P&C insurance agencies, Property & Casualty agents, commercial lines brokers, and personal lines agencies across the US and Canada looking to stop losing after-hours opportunities, reduce turnover, and grow without adding headcount. Let your producers focus on closing deals instead of answering routine calls. Trusted by 100+ insurance agencies saving 50+ hours per month on administrative calls, improving client satisfaction with instant responses, and capturing quotes that would otherwise be missed outside business hours. Stop losing insurance opportunities outside business hours. Let Sonant handle routine calls while your team focuses on closing policies and building client relationships. ](https://www.g2.com/products/sonant-ai/reviews "Sonant AI")[ 3 ![AgencyForce Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_842a41f37425b4cd0fb030e57473abf2/agencyforce-agencyforce.png "AgencyForce Logo") AgencyForce 4.5 (1) CRM made specifically for the Independent Insurance Broker ](https://www.g2.com/products/agencyforce-agencyforce/reviews "AgencyForce")[ 4 ![OneShield ORM Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_1be5dd6c0fabd16305d576963e4d7b99/oneshield-orm.png "OneShield ORM Logo") OneShield ORM 2.5 (1) OneShield provides browser-based solutions to automate the sales and service of insurance products for Personal, Commercial and Specialty lines. ](https://www.g2.com/products/oneshield-orm/reviews "OneShield ORM")[ 5 ![Betterview Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_593630072b5c6e5e5041c9e5f075eb52/betterview.jpg "Betterview Logo") Betterview 5.0 (1) Betterview is a platform for drone-based property inspections. ](https://www.g2.com/products/betterview/reviews "Betterview")[ 6 ![Insly Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_a197c29d001a93d9e96151d4547e8c44/insly.jpeg "Insly Logo") Insly 4.5 (1) Insly Insurance Software Debt Management helps you manage overdue invoices by sending automatic reminders to clients. ](https://www.g2.com/products/insly/reviews "Insly")[ 7 ![AgencyAssist Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ec1d0845d29b2898594dc2ca1b61ea09/agencyassist.png "AgencyAssist Logo") AgencyAssist (1) AgencyAssist is a commercial insurance submission platform that helps insurance agents complete ACORD applications faster and submit more complete commercial insurance submissions. Agents can send clients a plain-English intake form or complete it together during a phone call. AgencyAssist automatically generates the appropriate ACORD forms, collects underwriting information by business type, creates an underwriting summary, and helps reduce back-and-forth with carriers. The platform also includes a commercial insurance Learning Center with training resources, ACORD guides, workers' compensation class code tools, and other reference materials designed specifically for commercial insurance professionals. ](https://www.g2.com/products/agencyassist/reviews "AgencyAssist")[ 8 ![IntelliXform Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_b7ac6e75cba9749c95a4556b55751c30/intellixform.png "IntelliXform Logo") IntelliXform (0) IntelliXform™ is a highly configurable, secure, scalable, mobile and web portals platform for digital transformation in P&C insurance. It significantly boosts customer experience while enabling sales engagement & digital distribution. It offers quote, policy, billing and claims servicing to agencies, prospects, policyholders, claimants etc. Carriers may offer our IntelliXform platform with their current Agency Portal or Policyholder Portals. Alternately they may leverage IntelliXform’s web portals. Key Features: WEB PORTALS AND MOBILE APP IntelliXform offers cloud based web portals and a mobile app for agencies, policyholders, prospects, claimants, premium auditors, third party integrators, law firms etc. It extends core system workflows further into a carrier’s insurance value chain collecting data at the point of origin without requiring carrier resources to push workflows OMNICHANNEL EXPERIENCE IntelliXform supports sales, marketing and distribution channels using the latest mobile and cloud based web application technology. Its ability to enable workflows for all user types in the insurance value chain on mobile as well as web based platforms allows carriers to offer superior omnichannel capabilities to their value chain. All the portals and mobile app are private branded offering carriers true digital transformation in insurance NO CODE PLATFORM The mobile and web platforms offer robust, no code features that enable changes to forms, data, messaging and alerts to support changing business needs well into the future thus protecting carrier investment SEAMLESS INTEGRATION IntelliXform integrates seamlessly with core systems protecting carrier investments in their core systems while providing new, modern technology to external stakeholders in the carrier’s value chain. While we support integration with older core systems using data interfaces, our preferred approach is API based real time integration ADVANCED COLLABORATION Our web portals and mobile app improve collaboration and customer relationship management between carriers, agencies, policyholders, claimants and other entities in the value chain using our state of the art Collaboration APIs. Video calls as well as text chat are fully supported between multiple users with a complete audit trail and without the need to lookup phone numbers DISCONNECTED MODE IntelliXform’s mobile app utilizes a disconnected mode for continued operation without Wi-Fi or cell coverage for most features INTEGRATED AI SOLUTIONS IntelliXform provides native out of the box integration with our injury reporting IntelliFROI solution as well as our loss reporting IntelliFNOL solution. Our AI based algorithms support all of these solutions ](https://www.g2.com/products/intellixform/reviews "IntelliXform")[ 9 ![EbixAdvantage Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_25ef2c7e9fd1a36e8f5450055bb1dc19/ebixadvantage.png "EbixAdvantage Logo") EbixAdvantage (0) EbixAdvantage is a holistic, fully integrated enterprise insurance administration system for the Property and Casualty industry. Its comprehensive design allocates all the functionality i.e. needed to process a Carrier's claims, policy administration, rating, quoting, and accounting needs. ](https://www.g2.com/products/ebixadvantage/reviews "EbixAdvantage")[ 10 ![InsurSync Renewal Automation Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_caa3a507da0cda81c9538b7a12ee7728/insursync-renewal-automation.png "InsurSync Renewal Automation Logo") InsurSync Renewal Automation (0) InsurSync is the AI-powered renewal and quoting automation platform for independent P&C insurance agencies. The platform automatically monitors your book, identifies at-risk renewals, compares policy terms, and runs quotes across your appointed carriers. ](https://www.g2.com/products/insursync-renewal-automation/reviews "InsurSync Renewal Automation") [Show More](#) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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