Built for final expense telesales
Telesales lives or dies on speed from lead to conversation to commitment. policydaddy runs the browser softphone, quoting, follow-up cadence and policy record from the same contact screen so agents aren't switching tools between rings.
A telesales floor doesn't need a database with a phone bolted on. policydaddy's dialer is Twilio Voice SDK running in the browser — ringing, hold, transfer and DTMF — wired to the same record that holds the policy, carrier and commission history. An inbound call screen-pops the contact's policy, license status for their state, and the next milestone before the agent even says hello.
Lead routing respects state licensing and a default 8–10 leads/day agent capacity cap, so a telesales floor doesn't overload one rep while another sits idle. Orphaned inbound calls are flagged (`lead_uid = 'UNKNOWN'`) instead of silently lost, and a do-not-call flag pulls a contact out of every queue at once.
Dispositions trigger the cadence engine automatically — advancing campaign enrollments and cancelling stale tasks — so a missed callback doesn't quietly fall through a spreadsheet gap.
The dialer, lead routing, capacity caps and disposition-triggered cadences are native to the data model, not bolted on through a third-party integration.
Pro is $99/month for the owner seat plus $49/month per additional agent seat. Calling and messaging usage is billed separately. A free tier is available with limited statement imports and AI requests.
Yes. Create a free account to explore the contact, policy and quoting tools, then start the 14-day Pro trial at your agency's first subscription checkout.
Start with a few leads and see how the calls, callbacks and policy records fit your agency.