DailyTrackly
(502) 289-8495 Book a demo

One Desk.
More Policies.

Dialer, CRM, texting.
One login, one bill.

Your agents dial, text, quote, and close from one screen, with AI coaching after every call.

Book a demo Start today · $19/agent

$423/mo

21 agents · 6 phone lines What an actual DailyTrackly customer pays. No hidden fees. See the math

Dial from one screen.

Power Dial works through your lead lists, and every call is recorded.

The Power Dial card on a call with Elena Ruiz, 1 of 4 in the list

Calculate your savings

5 agents
Six separate tools
~$1,225/mo
DailyTrackly Pro, 5 × $19
$95/mo
You save ~$1,130 every month ~$13,560 a year
Start instantly for $95/mo Launch the full desk today, month to month.
  • All in one login:
  • Phone
  • Power Dial
  • CRM
  • Texting
  • Automated workflows
  • E-sign
  • AI coaching
“Our lead company stopped sending us live transfers because of dropped calls. Since we turned on DailyTrackly’s transfer ping, they say there are no issues. The system is getting really good.”
Chip · Easy Plans USA · 21 agents
6 → 1Dialer, CRM, texting, phone, e-sign, and AI coaching in one login
$19Per agent a month. Month to month.
1,000Texts and 1,000 minutes included per agent
Every callRecorded calls scored with one thing to fix

One platform. Zero busywork.

The all-in-one solution.

DailyTrackly Pro · 5 agents

$95 / month

$19 per agent

  • Cloud phone system
  • Power Dial
  • CRM
  • Texting
  • E-signOptional · $15/mo
  • AI call coaching

Total for 5 agents

Six separate tools
~$1,225/mo
Your cost
$95/mo
You save
~$1,130/mo

Keep ~$226 more per agent. Reclaim ~$13,560/year for your agency.

One bill. One login.

Also built in · no extra bill

Statements in. Policies assigned. Commissions done.

Fully automatic
  1. AI reads the carrier PDFEmailed or dropped in
  2. Policies auto-assignedTo the right agent and customer
  3. Commissions calculatedIndividual payouts generated

Zero data entry.

Automatic goals + prize wheels

  1. Auto-track team goals
  2. Smash targets
  3. Spin for prizes
Start instantly for $95/mo

See full plans

Why agencies switch

Grow your book, not your software bill.

AI call coaching, Power Dial, and a real phone system in one login, for a fraction of what six separate tools cost. Put the difference into leads, and DailyTrackly is built so they turn into policies that stay on your book.

Every lead you buy is on a clock

Win the lead.

  • First text, instantly. Sent the moment a lead lands.
  • One-click Power Dial. Hang up and the next call is ready.
  • A real phone system, built in. Call queue, extensions, and live transfer.

Quotes die in the Quoted pile

Close the quote.

  • 8 texts over 15 days. They stop the moment the lead replies.
  • AI writes the follow-up. Drafted from the call. The agent sends it.
  • Requotes on the date you set. The lead comes back that day.

You can't sit in on every call

Coach the team.

  • Every recorded sales call, scored. With the one thing to fix next.
  • Close rate and speed to lead, by agent. Each one against the period before.
  • Goals that count themselves. From calls, quotes, and sales, with leaderboards.

What makes DailyTrackly different

Everything your agency needs to write more.

Real screens from an auto and home agency's workspace. Not a bolt-on dialer or another CRM to update: it's the desk your agents work from all day.

Power Dial on a call with an auto lead, 1 of 4, with her latest text and Pause, Hang up and next, Redial, and Skip
Calls: the team's sales and service call scores and today's calls, each with its length, recording, and score
The Quoted workflow: 8 texts over 15 days that pause when they reply, and a preview of the first text as the lead will read it
After your calls: sales and service scores, the next line to say, one coaching item, and an AI close text for an auto and home bundle
The book on the Lead Hub: a renewal for a current customer, a friend referred by a client, and a former customer set for win-back
An agent's Home: rewards with their accountability score, badges, and prize wheel spins, the team leaderboard's top 3 on a podium with rank arrows and each agent's badges, and all-time agency records like Leaderboard Champion and Streak Legend
Power Dial on a call with an auto lead, 1 of 4, with her latest text and Pause, Hang up and next, Redial, and Skip

Your lead vendors, plugged in

Vendors post leads straight in, or import a spreadsheet. New leads land in a shared pool that agents claim, with every source tracked.

  • EverQuote
  • QuoteWizard
  • SmartFinancial
  • MediaAlpha
  • Hometown Quotes
  • Any webhook

Built with captive compliance in mind

State Farm, Allstate, or Farmers agent? No forced automations. Turn on Captive Agent Requirement and follow-up texts become Text Cards that each agent reviews and sends by hand. Power Dial, the phone, renewals, and scoring work the same.

DailyTrackly isn't affiliated with or endorsed by State Farm, Allstate, or Farmers.

Policies and commissions

Your book, and what every agent earned on it.

  • Agent commissions, calculated for you. Each company's rate, each agent's split.
  • This month's commissions, projected. Before a single statement arrives.
  • Statements file themselves. Companies email them in. Each line finds its policy and agent. No data entry.
  • Chargebacks caught. Taken off the right agent, in red.
  • Every sale lands on your book. Mark a lead Won and its policies are on the customer's card.
  • Agents see their own numbers. Commissions, policy count, or neither: you choose.
A customer's Policies panel: two active policies and $3,168 a year in premium, an auto policy with Progressive and a home policy with Universal Property, each with its renewal date, its premium, and the agent who wrote it
Policies on every customer. Company, premium, renewal date, and who wrote it.
Commissions for October 2026 by agent: each agent's estimated commission from their policies, and their final commission from the companies' statements
Commissions by agent. Estimated, then final, with a download for each agent.

Commissions are part of Pro, off until you turn them on. Names, policies, and amounts shown are demo data. DailyTrackly isn't affiliated with or endorsed by the insurance companies shown.

Harbor Insurance's website on a phone: the coverage it sells, a free quote form, and Call and Text buttons

Agency website

Your agency's custom website, for $20 a month.

SEO optimized and on your own web address, with a quote form that sends every request straight into DailyTrackly as a new lead.

  • Your own web address, included
  • Every licensed agent listed, with the states they're licensed in
  • The privacy policy and texting terms carriers check before they approve your texting
See the website add-on →

See the whole team

Know who's producing without a status meeting.

Calls, talk time, texts, call scores, and sales for every agent on one page. Pick today, yesterday, a week, a month, or the last 30 or 90 days.

  • Top sellers by policies and premium
  • What stands out, in plain words: who leads, and who's up or down
  • Calls, talk time, texts, close rate, and speed to lead for each agent, against the period before
  • AI texts sent: the follow-ups AI wrote from each call, sent by the agent
  • AI call scores for sales and service, with what to work on
  • Sort the team by any of them, or see everyone in one table
  • Last week's numbers emailed to you every Monday
Team stats for the last 30 days: the top sellers by policies and premium, what stands out, the team's calls, talk time, texts (with the ones AI wrote), speed to lead, call scores, and sales with the close rate, and the buttons that sort the team or show it as a table

Independent or captive

Texting and calling, done carefully.

Every text and call stays on the lead, so you always know who said what. Consent, quiet hours, and STOP are built in, and captive agencies can make every follow-up a manual send. A text written by AI never goes out until a person presses Send.

DailyTrackly provides tools, not legal advice. Your agency is responsible for following TCPA, carrier, and state rules.

  • Consent on every leadText consent is tracked per lead, and automated texts skip anyone who hasn't agreed.
  • STOP handled for youSTOP and HELP replies are handled automatically.
  • Quiet hoursWorkflow texts wait until your texting window opens.
  • Captive Agent RequirementFollow-ups become Text Cards that each agent sends by hand.
  • Call recordingRecordings stay on the lead and in your call logs.
  • Texting registration built inRegister your business for texting (10DLC) right in the app.

Included on every plan

One login replaces the stack.

  • One-click Power Dial
  • Browser phone, inbound and outbound
  • Agency number with call queue
  • Extensions and attended live transfer
  • Call recording and call history
  • AI call scores and coaching
  • Two-way texting from any lead
  • Follow-up workflows by stage
  • AI follow-up texts from the call
  • Current premiums and savings on every lead
  • Requotes on the date you set
  • Renewals board and renewal texts
  • Clients-Shopping alerts
  • Win-back texts for former customers
  • Agent referral pages
  • Lead vendors, import, webhooks, and API
  • Goals, leaderboards, and sales tracking
  • Send and receive fax
DialerCRMTexting toolPhone system DailyTrackly

Simple pricing

Per agent. No contracts.

Every plan includes the full platform. Pick the one that fits how much your agency dials and texts.

Pro

Everything you need to produce

$19/agent/mo

  • 1,000 texts + 1,000 minutes a month
  • Power Dial, workflows, and phone
  • AI call scores and coaching
  • Pipeline, renewals, goals, and sales
Start Pro
Most popular

Pro Plus

For busy dialing floors

$29/agent/mo

  • 1,500 texts + 1,500 minutes a month
  • Everything in Pro
Start Pro Plus

Pro Max

High-volume teams

$50/agent/mo

  • 3,000 texts + 3,000 minutes a month
  • Everything in Pro Plus
Start Pro Max

Texts and minutes are pooled across paid agents and reset monthly. Extra usage is $0.03 per text segment or minute. US business texting needs the mandatory mobile carrier (10DLC) registration ($69 one-time, then $10/mo). The admin login is free: you pay for agents. See full pricing and extras.

Questions

What agency owners ask us

Does it replace our agency management system?

For life and health agencies, it can: your book, policies, renewals, and commissions live in DailyTrackly, and commission statements are read and filed on their own. P&C agencies keep Applied Epic, AMS360, HawkSoft, EZLynx, or whatever holds their policies, and work leads and the book here: dial, text, follow up, renew, and track production.

How do automatic commission statement downloads work?

Your agency gets its own statement email address. Give it to your carriers, or forward their commission emails to it, and every PDF, CSV, or Excel statement that arrives is read and filed on its own. AI reads each PDF line by line and checks it against the statement's printed total. If anything doesn't add up, the statement waits for one quick look instead of filing the wrong numbers. Every statement shows under Downloads with what happened to it.

How are each agent's commissions calculated?

Set each carrier's new business and renewal rates and each agent's share once. Every statement line finds its policy by policy number, so the commission lands on the agent who wrote it, and an agent name a statement spells its own way only has to be matched once. Chargebacks come off that month's totals, and you choose whether renewal chargebacks come out of the agent's pay or the agency takes them. It's part of Pro.

Can we plug in our internet lead vendors?

Yes. EverQuote, QuoteWizard, SmartFinancial, MediaAlpha, Hometown Quotes, and any vendor that can post to a webhook can send leads straight in, or you can import a spreadsheet. New leads get their first text right away. If a vendor sends you someone who's already your client, they're flagged as Clients-Shopping instead of duplicated.

We're a captive agency. Will it work for us?

Yes. Turn on Captive Agent Requirement and automated follow-ups become Text Cards that each agent reviews and sends by hand. Everything else, from Power Dial to renewals and call scoring, works the same.

Can we bring over our current book?

Yes. Import current clients into Current Customer or Renewals. Texts are paced so a big file doesn't text everyone at once.

Do you record calls?

Yes, when you turn on call recording for your workspace. Recordings stay on the lead and in Call Logs, and recorded sales and service calls get an AI score with one coaching item.

How does DailyTrackly handle texting compliance?

Automated texts only go to leads with text consent. STOP and HELP are handled automatically, workflow texts wait for your texting window, and Text Card mode makes every follow-up a manual send. We provide the tools, not legal advice. Your agency is responsible for TCPA, carrier, and state rules.

What does it cost? Is there a contract?

Pro is $19 per agent a month with 1,000 texts and 1,000 minutes included. Pro Plus is $29 and Pro Max is $50. It's month to month: cancel anytime, and it takes effect at the end of the billing period. The admin login is free.

Is there a free trial?

There's no free trial. Book a demo and we'll walk you through it live, or start Pro month to month and cancel anytime.

Ready when you are

Your next policy is already in your Quoted pile.

See DailyTrackly on a live walkthrough, or start working your leads today.

Book a demo Start Pro $19/agent

Rather talk now? Call (502) 289-8495 or text us

Book a demo