Intake without the manual step
CSV lead import and a Facebook Lead Ads webhook ingest both land directly in the same contact/policy/activity model the dialer and campaign engine already use — no spreadsheet hand-off between marketing and the phones.
Built for final expense telesales
Final Expense Lead Management Software
Leads that sit unrouted or overload one agent are leads you paid for and didn't work. policydaddy routes by state license and daily capacity, and ingests from CSV and Facebook Lead Ads without a separate integration.
How it works
Routing with real constraints
The priority-score pipeline enforces per-agent capacity caps (8–10 leads/day by default) and state-licensing predicates before a lead is assigned, so a lead never lands with an agent who isn't licensed to write it.
A do-not-call flag that actually works everywhere
Setting `do_not_call` on a contact pulls it out of every queue globally — dialer, campaigns, tasks — in one action, rather than requiring a separate suppression list per channel.
Does it integrate with my existing lead vendor?
CSV import covers most vendor exports today; Facebook Lead Ads has a native webhook. Ask about your specific source during a trial.
How does capacity routing prevent overload?
Each agent has a daily lead cap (default 8–10) enforced in the routing pipeline, alongside state-licensing checks, before a lead is ever assigned.
What happens to an orphaned inbound call?
It's flagged with a lead_uid of UNKNOWN instead of disappearing, so it can be triaged rather than silently lost.
Put policydaddy through a working day.
Start with a few leads and see how the calls, callbacks and policy records fit your agency.