Straight answer, then the detail
Final Expense Agency Management Software
Agency management for final expense telesales means visibility across every agent's calls, leads and commissions without exporting a separate report per team. policydaddy's org-level row security, team/site hierarchy and per-team leaderboards give an owner or manager same-day visibility, while per-seat billing ($99 owner + $49/agent seat, prorated) scales cleanly as headcount changes.
Can I split my agency into teams or offices?
Yes, teams and sites are native, with leaderboard and activity filtering by either.
How does licensing interact with agency management?
Producer-license tracking per agent per state, synced via SureLC, feeds the same lead-routing engine that enforces capacity caps.
Is there a platform-admin role for oversight across teams?
Yes, a platform-admin role with JWT-claim gating exists for cross-team oversight.
Put policydaddy through a working day.
Start with a few leads and see how the calls, callbacks and policy records fit your agency.