Built for final expense telesales
A solo agent shouldn't pay for seats they don't have. policydaddy's free tier covers a full working solo setup, and Pro at $99/month is the owner seat — not an agency minimum.
Contacts, policies, quoting and analytics for one person, plus 3 starter statement imports and 20 starter AI requests (5/month after), and a 7-day, 30-minute dialer trial. Basic outbound dialing continues afterward on prepaid credits (around 3 cents per started minute) with no seat subscription required.
SMS, call recording, live objection assistance and team features move behind Pro at $99/month — the owner seat, with zero agent seats needed if you're working solo.
The owner seat includes every Pro feature; a solo agent is the agency, at one owner seat and zero additional seats — not $99 plus a mandatory per-user minimum.
No. A solo agent pays for the owner seat only ($99/month on Pro); agent seats are additive and only apply if you bring on other agents.
Yes, the free tier requires no card and includes contacts, policies, quoting and limited statement imports/AI requests before you ever start a Pro trial.
Outbound dialing continues on prepaid credits without a seat subscription; SMS, recording and live objection assistance require Pro.
Start with a few leads and see how the calls, callbacks and policy records fit your agency.