Features
Everything your agency sells with, in one login.
A phone system, Power Dial, a lead pipeline, texting, AI call coaching, renewals, and team goals, from $19 per agent a month. E-sign is $15 a month for the whole team.
- Month to month
- Admin login is free
- 1,000 texts and minutes per agent
Real screens from demo agencies
Pick a feature, see how it works.
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Phone system
Your agency number rings the next free agent, with a queue, transfers, and recording.
See how it works → -
Power Dial
One click works a whole list. Hang up and the next lead is ready.
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Texting & follow-up
Two-way texts, follow-up by stage, and AI drafts from the call.
See how it works → -
AI call coaching
A score, one thing to fix, and the close text after every call.
See how it works → -
Lead pipeline (CRM)
Every lead on one board, with what they pay today and the next call due.
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Renewals & your book
Renewals by expiration, referrals, and win-backs on the same board.
See how it works → -
E-sign
Send PDFs to sign by text or email. Clients sign on their phone.
Add-on · $15/mo for the whole team See how it works → -
Team & leaderboards
Team stats, daily goals, and a live sales leaderboard.
See how it works → -
Lead vendors & import
EverQuote, QuoteWizard, and any webhook, or a spreadsheet import.
See how it works → -
Agency website
Your own website and web address, with a quote form that fills New Leads.
Add-on · $20/mo for the agency See how it works →
One seat, one price.
Bought separately, a phone system, a dialer, a CRM, a texting tool, and AI call coaching typically list around $215 per agent a month. DailyTrackly is one $19 seat. Pro includes 1,000 texts and 1,000 minutes per agent, and the admin login is free.
Questions
Common questions
Is there a contract?
No. It's month to month, and the admin login is free.
Can we bring our phone numbers?
Yes. Port your number in, and it rings the next free agent.
Does it replace our agency management system?
For life and health agencies, it can: policies, renewals, and commissions live here, and commission statements are read and filed on their own. P&C agencies keep their AMS and sell and follow up here.
From $19 per agent a month
Run the whole agency from one login.
Rather talk now? Call (502) 289-8495 or text us