Built for final expense telesales
An agency shouldn't have to re-platform when it goes from 3 agents to 30. policydaddy is multi-tenant by design, with team/site hierarchy and per-seat billing built in from the start.
Every row carries an `org_id` with row-level security enforced, even for a solo operator. Team and site hierarchy (`teams`, `sites`, per-profile team/site assignment) and a platform-admin role are already wired — hiring agent 4 or agent 40 doesn't require new infrastructure.
Leaderboards filter by team or site, and the resilience engine's daily activity tracking gives an owner or manager a same-day read on who's dialing and closing, not a lagging weekly report.
One subscription per agency: $99/month for the owner seat, $49/month per additional agent seat, prorated automatically when you add or remove someone mid-month.
Stripe prorates seat changes on the next invoice — adding a seat charges the remaining portion of the period; removing one credits the unused portion.
Yes, teams and sites are native concepts with leaderboard and reporting filters by either.
No. There's one subscription per agency, paid by the owner or an admin; agents never enter billing details.
Start with a few leads and see how the calls, callbacks and policy records fit your agency.