Call with context
Use the power dialer and contact record to work through leads with notes, call history and follow-up tasks in the same CRM. Record dispositions so the next action has a clear starting point.
Built for final expense telesales
A final expense CRM for the whole working day.
Your next call. The callback you promised. The policy you wrote. Keep calls, follow-up, quoting and commissions together in policydaddy, whether you work alone or run an agency.
Pro: $99/month + $49 per additional seat. First subscription includes a 14-day trial. Card required; usage billed separately. US signups only.
From first conversation to your book
Keep the next step attached to the client.
Final expense telesales involves more than moving a lead between stages. An agent needs the conversation history, the next follow-up, carrier information and policy details within reach. An owner needs to see the work and the production behind it.
Make the callback count
Organize callbacks, tasks and cadences instead of leaving the next contact buried in a note. Calling and messaging tools support the work between the first conversation and the application.
Track what happens after the sale
Keep policies, milestones, commission forecasts, advances and chargebacks connected to the book of business. Bring in carrier statements and review suggested matches before applying changes.
Insurance details belong in the workflow.
Quoting and carrier information
Keep carrier products, contract levels and quoting preferences close to the client conversation. Work through the Policy Journey and use the available quoting tools without rebuilding the client story in another spreadsheet.
Banking and draft details
Record account type and draft preferences with the client. Look up a bank from a routing number, or search a bank name and choose a matching number. Manual entry remains available when the directory has no match.
Call assistance
Pro includes Co-Pilot and call-assistance tools for the working agent. Keep client context, notes and the sales workflow together while you work through the next question.
An agency view
Organize agents and teams, review activity and leaderboards, and manage seats under one agency subscription. Start solo and add members when the team grows.
Straightforward seat pricing
Start with you. Add your team.
policydaddy Pro
$99 / month
Includes one owner seat. Each additional seat is $49/month. Calling and messaging usage is billed separately through the agency's prepaid wallet.
Example: owner + three agents
$246 / month
$99 + (3 × $49) for the subscription, plus usage. Your first Pro subscription starts with a 14-day trial at checkout. Creating a free account alone does not start the trial clock.
What to test before choosing a final expense CRM
- Work one lead from start to finish.Find the client, record a conversation, schedule a callback and locate the notes again. Check how easily another agent can understand the next step.
- Follow one policy past the application.Review the policy status and the commission record. Test how your agency would find an advance, a missing payment or a chargeback.
- Calculate your actual agency cost.Count the owner and additional seats, then add expected calling and messaging usage. Compare equivalent team sizes and included services.
- Try a small import first.Check field mapping and review a sample of your existing leads or policies before moving the rest of the book.
Compare your options.
A useful comparison starts with the workflow you need and the support you expect. These guides compare published offers and practical questions to bring to a demo.
policydaddy vs. Final Expense CRM (DIG)
Compare agency seat pricing, final expense workflows and the onboarding offer.
policydaddy vs. Agent CRM
Compare the daily sales workflow with a broader insurance marketing platform.
Final expense CRM questions
What is a final expense CRM?
A final expense CRM organizes prospects, conversations, follow-up tasks, policy information and agency activity for agents selling final expense life insurance. policydaddy brings calling, quoting and commission workflows into that record.
How much does policydaddy cost?
Pro costs $99 per month for one owner and $49 per month per additional seat. Calling and messaging usage is billed separately. A limited free account is also available.
When does the 14-day trial begin?
The trial begins at your agency's first Pro subscription checkout, not when you create a free account. A card is required. Calling and messaging usage is separate. Cancel before the trial ends to avoid the subscription charge.
Can I bring my existing leads and book of business?
You can import leads by CSV and use Bring Your Book with a carrier commission statement or policy export. Review proposed carriers, contract levels and policy matches before applying the import.
Does choosing a CRM replace the carrier application?
No. Use policydaddy to organize the sales workflow and client record. Carrier applications, underwriting decisions and coverage requirements remain with the carrier.
See how your next working day feels.
Bring a few leads. Test the workflow. Start your first 14-day Pro trial when you're ready at checkout.