Built for final expense telesales

TCPA-Aware Dialer for Insurance Agents

Compliance can't be a policy document sitting next to the dialer — it has to be enforced in the queue logic itself. That's where policydaddy puts it.

How it works

A do-not-call flag with teeth

Setting `do_not_call = true` on a contact removes it from every queue globally — dialer, SMS campaigns, tasks — in one action, rather than requiring separate suppression lists per channel.

Disposition-driven cadence, not a manual checklist

A database trigger (`handle_disposition_event`) advances or cancels campaign enrollments the moment a call disposition changes, so stale tasks against a contact who opted out don't linger.

Recording and routing under your control

Call recording runs through a secure, org-scoped proxy rather than a public link, and phone routing (TwiML) is fully owned by the product, with STIR/SHAKEN-ready Twilio integration and a phone-line health/reputation roadmap.

Does this replace a DNC scrub service?

The do-not-call flag and global queue suppression work alongside an external DNC scrub; ask about your specific list-hygiene workflow in a trial.

Are call recordings disclosed to the caller?

Recording-disclosure intercept points are part of the phone-routing design; confirm current script/consent handling for your state during onboarding.

Is this legal advice?

No — this describes product features, not compliance advice. Confirm your obligations under TCPA and state law with counsel.

Put policydaddy through a working day.

Start with a few leads and see how the calls, callbacks and policy records fit your agency.

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