Built for final expense telesales
An IMO managing a downline needs producer licensing and hierarchy visibility as much as it needs a dialer. policydaddy tracks both in the same record as the policy and commission data.
`producer_licenses` plus a SureLC-integrated license-sync function keep appointment and license status current per agent, per state. The lead-routing engine can refuse to assign a lead to an unlicensed agent automatically.
Multi-tenant org isolation, team/site hierarchy and a platform-admin role with JWT-claim gating are built in from day one, so an IMO onboarding new downline agents doesn't require re-platforming.
The carrier → product → tier → age-band rate tree plus commission events tied to policy milestones give a downline manager a traceable commission record per agent, not a separate roll-up spreadsheet.
Yes, a license-sync edge function integrates with SureLC to keep producer license and appointment status current.
Team and site hierarchy support leaderboard and reporting filters, giving a manager visibility without exporting a separate report.
State-licensing predicates are part of the lead-routing pipeline, so the system can refuse to route a lead to an agent unlicensed in that state.
Start with a few leads and see how the calls, callbacks and policy records fit your agency.