Your carrier toolkit
Compare available rates from enabled carriers and keep your agency’s quoting preferences together.
Built around your next call
The CRM for
final expense
telesales.
You’re buying leads, coaching agents, and chasing policies across too many tabs. Bring your calls, follow-up, quoting, and commissions into one working day.
Card required for Pro. Then $99/mo + $49 per additional seat.
Calling
and messaging usage billed separately. US signups only.
PD
YOUR WORKING QUEUE
Today
A clear next call.
DC
Denise CarterRequested a callback
Up next
RJ
Robert JohnsonFollow-up due
11:30 AM
CLIENT CONTEXT
Callback
Denise Carter
Coverage goal$10,000
Next stepReview options
LAST CONVERSATION
Wants to review final expense options after her daughter gets home.
NotesPoliciesBankingHistory
Client
context, right beside the call
From first call
to the book you build.
to the book you build.
Call & text/Quote & apply/Follow up/Track your book
You already did the hard part: getting the lead.
Don’t let the next step
get lost between tabs.
A callback lives in a note. A quote lives somewhere else. Your commission forecast is another spreadsheet. The more your agency grows, the more you have to piece together.
Give your agents a place to work the lead—and give yourself a way to see what happens next.
01Pipeline
Less hunting.
More conversations.
Open the working queue and see who needs a call. The client’s history, notes, and policy details stay within reach while you work.
- Make calls from the browser with your CRM number.
- Work callbacks and scheduled follow-ups from one queue.
- Keep quotes, beneficiaries, and draft details on the record.
THE CONTEXT STAYS WITH THE CLIENT
DC
Denise CarterFinal expense · Example client
The conversationNotes, calls, and follow-up history
The policyCarrier, coverage, and beneficiaries
The draftBanking details and draft-date guidance
One record to pick up where the last call left off.
02Cadences
A call ends.
The follow-up doesn’t.
Turn call outcomes into the next task. Build the call, text, and email sequences that fit your agency, then let the cadence keep the next touch organized.
- Move the workflow forward with call dispositions.
- Schedule follow-ups around the client’s next step.
- Review your messages and activate your campaigns.
BUILD THE FOLLOW-UP INTO THE WORK
-
CALL OUTCOME“Call me back tomorrow.”
Save the disposition and the client’s context.
-
NEXT TOUCHGive the follow-up a place.
Set the task or continue your campaign sequence.
-
BACK IN THE QUEUEReady when the next call is due.
The agent can pick up the conversation.
Example workflow. You control your campaign setup.
03Bring Your Book
You built the book.
Bring it with you.
Start with a carrier commission statement or a book-of-business export. Review the proposed carriers, contract levels, and policies before you apply them to your agency.
- Import a PDF, CSV, or Excel statement or policy export.
- Review the suggested setup before anything is applied.
- Track commissions, advances, and chargebacks with the book.
YOUR EXISTING BOOK, A USEFUL STARTING POINT
Commission statementPDF · CSV · Excel
PDF
Review your setupProposal
Carriers & productsReview
Contract levels & advancesReview
Clients & policiesReview
Your review comes before the import.
The final expense details are already part of the picture
Built for the work
around the call, too.
From the first quote to the first draft, keep the information your agents actually need close to the conversation.
Details that affect the draft
Banking, beneficiaries, and Social Security draft-date guidance belong beside the policy.
Co-Pilot & call assistance
Get help with CRM questions, explore your agency’s data, and access objection support while calling.
A view beyond applications
Track policy milestones, commission forecasts, advances, and chargebacks as your book develops.
Your leads, connected
Bring leads in by CSV, or connect your own source with webhooks and API keys for real-time intake.
An agency you can organize
Manage agents, hierarchy, producer licenses, and team reporting from your own workspace.
A workflow worth trying with your own leads.
For the person running the agency
Your agents need a next call.
You need the whole picture.
Keep client history in your agency’s workspace as your team changes. Give agents a place to work and keep visibility into the activity, policies, and production behind the numbers.
01
See the work behind the production.
Agent activity, leaderboards, and commission forecasting give you more context for the next coaching conversation.
02
Keep the setup with the agency.
Manage carrier settings, team roles, and client records in one agency workspace.
03
One subscription. Clear seat math.
You pay for the agency. Additional agents and admins use additional seats. No separate card for every agent.
The price is right here
Start with you.
Add your team.
One owner seat includes Pro for a solo producer. Add a seat for each additional active agent or admin. All prices are in USD.
policydaddy Pro
$99/ month
includes the owner
includes the owner
+ $49/month per additional seat
- 14-day trial on your agency’s first subscription
- Every member of your Pro agency gets the Pro feature set
- Monthly billing. Cancel from your billing settings.
Usage is separate—and visible.
Outbound calls: 2¢/min. Inbound calls: 1¢/min. SMS: 1¢/segment sent or received. Local US numbers: $1.15/month each. Calling and messaging use a prepaid wallet. Registration fees and applicable taxes may also apply.
Full plans & billing detailsYour agency, your numbers
What would your team cost?
Enter a whole number from 0 to 200.
1 owner + 3 additional seatsMonthly subscription
/mo
$99 + (3 × $49)
Card required. Subscription billing starts after 14 days unless canceled. Usage and applicable taxes are extra. Once per agency.
Want to explore the basics first? Create a free account for one person. Calling, messaging, automation, and team features require Pro.
No guessing about what happens next
Your first 14 days.
On your terms.
Your Pro trial begins at subscription checkout, so creating a free account doesn’t start the clock.
-
1Create your account
Set up your agency.
Start with your name, agency, and email. Confirm your email if prompted. No card is needed to create the account.
-
2Start the 14-day clock
Choose your Pro seats.
Add your card at checkout and review the plan. The first subscription gets 14 days before subscription billing starts.
-
3During your trial
Work your own leads.
Set up carriers, bring in leads, and try the workflow. Fund your wallet for calling and messaging; usage is separate from the trial.
-
4Before the trial ends
You decide what’s next.
Review your renewal date in Billing. Cancel before the trial ends to avoid the first subscription charge, or continue at your chosen seat price.
Need a hand with setup?
Contact our support team.
Before you make the move
“Will this work
for my agency?”
Here’s what to know before you start.
I’m a solo producer. Is this for me?
Yes. Your owner seat is your seat. Pro is $99/month after your first 14-day trial, with zero additional seats required. Calling, messaging, phone numbers, and applicable fees are separate.
Do I have to rebuild my book from scratch?
You can import leads by CSV and use Bring Your Book for a commission statement or policy export. Review suggested carriers, contract levels, and policy matches before applying the import. Your agency chooses the setup it keeps.
Can I keep using my own lead sources?
Yes. Pro includes API keys and inbound webhooks so your lead providers can send leads into your CRM. CSV import is available too. policydaddy does not sell leads.
Are calls and texts included in the trial?
The trial covers the Pro subscription. Calling and messaging require prepaid wallet funds, and phone number and registration charges may apply. Set up the required messaging registration and consent before sending campaigns.
What’s the difference between Free and Pro?
Free lets one person explore contacts, policies, banking, quoting, and analytics. Pro adds calling, messaging, the power dialer, cadences, team features, integrations, and a monthly AI allowance. Compare the plans for the full breakdown.
What happens after the 14 days?
Your card is charged for the chosen subscription unless you cancel before the trial ends. The owner seat is $99/month plus $49/month per additional active member. You can manage the subscription in Settings → Billing. The trial is available once per agency.
Can my team sign up outside the US?
Public signup is currently available only from the United States. If you already have an account, you can continue to sign in. For questions about your agency’s setup, contact support@policydaddy.io.
Make your next lead the starting point
Give your agency
a better place to work.
Bring your leads. Bring your book. See how the next working day feels in policydaddy.
Start my 14-day trial
See pricing
Card required. $99/mo + $49/additional seat after trial.
Usage
billed separately. US signups only.