Ready to 10x what you write with on your own pen?

The only CRM built for life insurance producers. Auto dialer, agency analytics, pre-built agent series, and AI-powered follow-up — all in one place. Switch from your old CRM in a day. Fixed price.

Try it free

The cost of manual follow-up

The policy that walked away.

Every call you make or take is a real opportunity with a real premium on the table. Most go cold — not because of price, but because of what happens after the conversation.

Yesterday — lost

James Trotter — policy lost

  • Outbound dial, 2:10 PM Tuesday. Good conversation — prospect says "send me the info."
  • Producer writes it in a notepad. 14 other follow-ups pile up by Friday.
  • James gets a generic email Monday morning. No reply.
  • Two weeks later, James placed with another producer who sent info during the call.
$6,200 annual premium · written off
Today — placed

James Trotter — policy placed

  • Outbound dial, 2:10 PM Tuesday. Producer says "I'll have that to you in two minutes."
  • Quote summary and next-step link sent automatically before the call ends.
  • Reminder text at 9:00 AM Wednesday. Personal follow-up call Wednesday afternoon.
  • Policy placed Thursday. Annual premium: $6,200.
$6,200 annual premium · placed
01

Auto dialer built for producers

Keep moving through your list without switching tools. Our built-in auto dialer calls your next prospect the moment you're free. No answer? A pre-recorded voicemail drop goes out automatically. Answer? You're already in the conversation.

Built-in

Auto dialer

Auto

Voicemail drops

Live

Call logging

Policy Daddy pipeline view showing auto dialer queue
Policy Daddy analytics dashboard showing call center, pipeline, forecast, marketing, lifecycle, and cohort views
02

Robust agency analytics — take the guessing out of your numbers

Six full analytics views in one place: Call Center metrics, Pipeline movement, Revenue Forecasting, Marketing performance, Lifecycle tracking, and Cohort analysis. Know exactly what your agency is doing — without opening another tool or building another spreadsheet.

6

Analytics views

Live

Call center data

Zero

Guessing

03

Pre-built series for every stage of the sale

Email, text, and voicemail drops — sequenced and timed for how insurance agents actually sell. From first contact through follow-up, referral ask, and renewal reminder. Configure it once. It runs while you dial.

3

Channels: email, text, VM

Pre-built

Agent series

Auto

Trigger-based sends

Policy Daddy campaigns view showing pre-built nurture sequences for every stage of the sale

Pricing

Founders Pricing

Prices increase June 1st. Lock in your rate today.

Free trial
$0 / forever

Get the full platform free. You bring your own phone number and minutes — we handle everything else.

  • Dashboard — stats, tasks & activity feed
  • Clients — search, filter & sort contacts
  • Client Details — notes, activity, policies & beneficiaries
  • Call Log — history & recordings
  • Calendar — booking & event management
  • Campaigns — view & manage email campaigns
  • Inbox — view messages
  • Leaderboard — full read access
  • My Team — view team roster
  • Learning Center — full training content
  • Referral — generate & share your referral code
  • Feedback — submit & view your own feedback
Try it free
Most popular
Pro
$99 / month

Everything in Free, plus the tools to run a high-output insurance operation. Fixed price, no hidden fees.

  • Unlimited contacts & leads
  • Power dialer with cadence engine
  • Call recording & voicemail drops
  • Advanced analytics & reporting
  • Team management & leaderboards
  • SMS messaging (inbound + outbound)
  • API & webhook integrations
  • Priority support
  • Plus everything in Free:
  • Dashboard — stats, tasks & activity feed
  • Clients — search, filter & sort contacts
  • Client Details — notes, activity, policies & beneficiaries
  • Call Log — history & recordings
  • Calendar — booking & event management
  • Campaigns — view & manage email campaigns
  • Inbox — view messages
  • Leaderboard — full read access
  • My Team — view team roster
  • Learning Center — full training content
  • Referral — generate & share your referral code
  • Feedback — submit & view your own feedback
Sign up

And also

The fundamentals, done right.

Everything a modern insurance operation needs, running quietly underneath.

Migrate in a day

CSV import

Have a CSV of your leads? That's all we need. You're switched over and live the same day — no complex integrations.

Smart renewal pipeline

Automated

Every expiring policy flagged before it slips. Retention without the scramble.

Voicemail drops

No waiting

Leave a perfect pre-recorded voicemail without waiting for the beep. Move straight to your next call.

Compliance-friendly templates

Compliant

Built for insurance outreach. State-specific guardrails when you need them.

Training hub

Built-in

Upload call recordings, scripts, and playbooks for your agents. They train and sell in the same platform.

White-glove onboarding

Live in a day

We handle the setup, import, and configuration. You're dialing on day one.

PolicyDaddy rebuilt my follow-up from the ground up in 6 weeks. In the 90 days after, I wrote more than I did in the prior year — with the same leads.
DH

Diane Hartley

Independent Life Insurance Broker