How insurance CRMs charge
- Per user: you pay for each person. InsuredMine, DYL, and DailyTrackly work this way.
- Per plan: a flat price for up to a set number of users. AgencyZoom's plans cover up to 7.
- Per account: one price for the whole team, with texts and minutes shared. Ringy works this way.
- By quote: you call sales for a number. AgencyBloc and Lightspeed Voice work this way, and Agent CRM quotes its agency plans.
What 5 agents pay a month
| CRM | 5 agents a month | What's in that price | What's extra |
|---|---|---|---|
| DailyTrackly Pro | $95 | Power Dial, the phone system, 1,000 texts per agent, AI call scores, and renewals | Texting registration: $69 once, then $10/mo |
| AgencyZoom | $149–$349 | The CRM for up to 7 users; texting and renewals from $199 | A phone provider; no dialer listed |
| Ringy | $199 | $119 account price, plus its Power Dialer ($70) and AI Tools ($10) add-ons | One dialer session at a time; texts and minutes shared |
| InsuredMine | $590 | $118 per user billed monthly, with texting | Setup fees; no dialer listed |
| DYL Starter, phone and texting | $320 | $64 per user with phone and texting | $100 one-time setup; texting is metered |
| Agent CRM | $97 for one account | A marketing CRM built on HighLevel | Carrier fees for texts and calls; agency plans quoted |
Prices are from each company's website as of October 4, 2026, billed monthly. Your quote may differ and prices change, so check before you buy.
The costs that don't show on the pricing page
- Setup and onboarding fees. InsuredMine lists setup fees, and DYL charges $100 to $2,000 once, depending on the plan.
- Phone service, when calls run through a separate provider.
- A dialer, when it's an add-on or not there at all. A stand-alone dialer typically lists around $50 per agent a month.
- Texting registration. Business texting from a local number needs carrier registration, and providers charge for it.
- Carrier fees per text or minute, when they aren't included.
- The contract: a yearly term, a notice period, or a service order that renews on its own.
What it costs as you grow
| Agents | DailyTrackly Pro | AgencyZoom | InsuredMine, monthly | Ringy, with its add-ons |
|---|---|---|---|---|
| 2 agents | $38 | $149–$349 | $236 | $199 |
| 5 agents | $95 | $149–$349 | $590 | $199 |
| 10 agents | $190 | Contact sales | $1,180 | $199 |
| 20 agents | $380 | Contact sales | $2,360 | $199 |
Per-agent pricing costs least for small and mid-size teams. Past about 10 people, one account price like Ringy's costs less, as long as the team can share one pool of texts and minutes and one dialer session.
How to compare quotes
- Count the people who'll log in, and check whether the owner needs a paid seat.
- List what agents use every day: the dialer, the phones, texting, and renewals.
- Price each tool you'd add on top of the CRM.
- Add one-time fees and texting registration.
- Read the contract: month to month, yearly, or a service order.
- Ask for a demo of the dialer on real leads.
In DailyTrackly
DailyTrackly Pro is $19 per agent a month, and Pro Plus and Pro Max are $29 and $50 with more texts and minutes. Pro includes 1,000 texts and 1,000 minutes per agent, then $0.03 each. It's month to month, and the admin login is free. See every plan