DailyTrackly
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Features Renewals & your book

Renewals, referrals, and win-backs

Renewals and the whole book.

Renewals sorted by expiration, current customers, referrals, and former customers set for a win-back text, on the same board as your new leads.

Start Pro $19/agent Book a demo
  • In every seat
  • Renewal texts built in
  • Month to month
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

How it works

From the first quote to the fifth renewal.

  1. Renewals come up by date

    A renewals board sorted by expiration, with renewal texts and a booking link.

  2. Clients send friends

    Every agent gets a branded referral page, and each intro lands as a New Referral.

  3. Shoppers get flagged

    When a vendor sends you someone already on your book, they're flagged as Clients-Shopping.

  4. Former customers hear from you

    They get a win-back text about 11 months later.

What's included

Keep the book you already wrote.

  • A renewals board sorted by expiration date
  • Renewal texts with a booking link
  • Current customers with their policies and premiums
  • A referral page for every agent, with your agency's name
  • Clients can introduce more than one friend at a time
  • Clients-Shopping alerts instead of duplicates
  • Win-back texts for former customers
  • Book import, one row per policy, with paced texts
An agent's referral page for Harbor Insurance, filled in by a client introducing a friend

Your book is included.

Renewals, referrals, and win-backs come with every seat, next to the dialer, phone, and texting. 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.

$19 per agent a month · no contract See plans and prices →

Renewals & your book

Common questions

Can we import our current customers?

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

What happens when a client shops us?

If a lead vendor sends you someone already on your book, they're flagged as Clients-Shopping instead of becoming a duplicate.

When do win-back texts go out?

Former customers get a win-back text about 11 months later.

Works with

More in the same login.

Lead pipeline (CRM)Every lead on one board, with what they pay today and the next call due. Texting & follow-upTwo-way texts, follow-up by stage, and AI drafts from the call. E-signSend PDFs to sign by text or email. Clients sign on their phone.Add-on · $15/mo for the whole team

See all features →

From $19 per agent a month

Keep every policy past its first renewal.

Start Pro $19/agent Book a demo

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

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