Final expense CRM / Guide
Built for final expense telesales
Power Dialer for Final Expense Agents
A power dialer that doesn't understand final expense still leaves you rebuilding the policy layer by hand. This one is built on the same data model as the carrier, commission and license record.
How it works
Dialer mechanics
Ringing, connected, hold, transfer and DTMF states run through the Twilio Voice SDK in the browser. Background music plays between dials, voicemail drop fires a pre-recorded message with one click, and every call is recorded with a secure, org-authenticated playback proxy.
Built-in throttling so you don't burn numbers
New phone lines are capped at 20 outbound dials/day for the first 3 days, 50/day for days 4–7, uncapped after — enforced automatically before each dial so a fresh number survives its first week.
A reason to keep dialing
Daily call quotas, streaks and badges track through the resilience engine, giving reps visible progress through a day of no's instead of a raw, demoralizing call count.
Do I need a separate phone system?
No — numbers are provisioned and managed inside the product; inbound webhook configuration happens automatically on purchase.
What happens if a line's answer rate drops?
The nightly health score flags it as degrading or burned; the dialer automatically skips paused lines and the health panel suggests a replacement.
Is voicemail drop included?
Yes, pre-recorded voicemail drop is a standard dialer action, alongside hold and warm transfer.
Put policydaddy through a working day.
Start with a few leads and see how the calls, callbacks and policy records fit your agency.
Get started