Medicare
Scope of Appointment, by text
Text or email it from the lead before the appointment. The client picks the plan types to discuss and types their name to sign. Sitting with you? They sign on your screen.
One Desk.
More Policies.
Dialer, CRM, texting.
One login, one bill.
Your agents dial, text, and close from one screen, with Scope of Appointment, ACA consent, and each client's Rx list on the lead.
$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.
Follow-ups that send themselves.
The first text goes out right away, and follow-ups pause when they reply.
Coaching after every call.
Every recorded call gets a score and one thing to fix.
Know who's #1.
A leaderboard of your top sellers over the last 30 days.
Calculate your savings
- Six separate tools
- ~$1,225/mo
- DailyTrackly Pro, 5 × $19
- $95/mo
You save
~$1,130
every month
~$13,560 a year
- 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.”
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
Medicare and ACA
Your Medicare and ACA paperwork, on the lead.
Send a form or an Rx request from the lead you're working. What comes back stays on that lead, with who signed, when, and how.
Medicare, by phone
Or their OK on a recorded call
Read the statements out, tick what they agreed to discuss, and save it from the call. The record points at the recording.
Medicare and ACA
Prescriptions, pharmacy, and doctors
Text the client a link. They search each drug by name, pick the strength, and add their pharmacy and doctors. Or add them yourself on the call, then copy the list into your quoting tool.
- ACA consent and application reviewTwo forms for Marketplace clients: consent before you help them, and a review they sign before you submit.
- Kept for your recordsEach signed form keeps the exact words, who sent it, and when and how it was signed, even if the lead is deleted.
- Call recordings keptEvery recorded call is copied into storage and kept as long as your workspace is open. CMS has plans keep sales call recordings for 6 years.
- On every planClient forms and the Rx list are included from $19 per agent. They stay off until you turn them on.
The forms follow the CMS model forms. Names shown are demo data. DailyTrackly provides tools, not legal advice, and isn't affiliated with or endorsed by Medicare, CMS, or HealthCare.gov.
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
- 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- AI reads the carrier PDFEmailed or dropped in
- Policies auto-assignedTo the right agent and customer
- Commissions calculatedIndividual payouts generated
+$142.50
Zero data entry.
Automatic goals + prize wheels
- Auto-track team goals
- Smash targets
- Spin for prizes
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.
Paid leads go cold fast
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.
- Every reply in one inbox. See who needs an answer and reply from the list.
You can't hear 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. The whole team on one page.
- Goals that count themselves. From calls, quotes, and sales, with leaderboards.
What makes DailyTrackly different
Everything your floor needs to close.
Real screens from a life and health agency's workspace. Not a bolt-on dialer or another CRM to update: it's the desk your agents work from all day.
Your lead vendors, plugged in
Import a spreadsheet or connect vendors by webhook or API. New leads land in a shared pool that agents claim, with every source tracked.
Keep the book you write
Current clients, renewal texts, annual review checklists, referral links for every agent, and win-back texts for former clients.
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.
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.
Built for a regulated business
Texting and calling, done carefully.
Medicare and ACA are regulated sales. DailyTrackly gives your agency the controls to text and call leads responsibly, with a record of every conversation. 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 CMS, TCPA, and state rules for your lines of business.
- 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.
- Manual-send modeTurn on Text Cards and every follow-up is sent by an agent, 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.
Ring by license
Calls ring only agents licensed in the caller's state.
A Texas caller rings only your agents licensed in Texas, never anyone else. The caller's state comes from their lead, the ZIP they key in, or their area code.
If no licensed agent is free, the call goes to voicemail, a licensed agent gets a callback to-do, and the caller gets a text if they've opted in. Call Logs and its CSV export show every caller's state and how the call was routed.
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
- Pipeline with due-today board
- Lead import, webhooks, and API
- Current clients and renewals
- Annual review checklists
- Agent referral pages
- Goals, leaderboards, and sales tracking
- To-dos tied to leads
- Send and receive fax
- Number porting and usage reports
DialerCRMTexting toolPhone system
DailyTrackly
Simple pricing
Per agent. No contracts.
Every plan includes the full platform. Pick the one that fits how much your floor 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, book, goals, and sales
Most popular
Pro Plus
For busy dialing floors
$29/agent/mo
- 1,500 texts + 1,500 minutes a month
- Everything in Pro
Pro Max
High-volume teams
$50/agent/mo
- 3,000 texts + 3,000 minutes a month
- Everything in Pro Plus
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.
Questions
What agency owners ask us
Does it work for Medicare and ACA agencies?
Yes. Your leads move through your stages, each stage has its own follow-up texts that you control, and every lead can carry a Scope of Appointment, the ACA consent and application review forms, and the client's prescriptions, pharmacy, and doctors. Selling life or final expense too? It's the same desk.
How does a client sign a Scope of Appointment?
Three ways. Text or email it from the lead, and the client picks the plan types to discuss and types their name to sign. Open it on your own screen for a client sitting with you. Or, on a recorded call, read the statements out, tick what they agreed to discuss, and save their OK with the recording. Signed forms stay on file even if the lead is deleted.
How do we collect a client's prescriptions and doctors?
Text or email the client a link from the lead. They search each drug by name, pick the strength, and add their pharmacy and doctors from their phone. Or add them yourself while you talk. The list stays on the lead, ready to copy into your quoting tool.
Can we take live transfers from our lead vendors?
Yes. Point transfers at your agency number and the call queue rings the next available agent. Presence shows who's free, and agents can hand a call to a teammate with an attended three-way transfer.
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. They are kept as long as your workspace is open; CMS has plans keep sales call recordings for 6 years.
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 CMS, TCPA, and state rules.
Can calls ring only agents licensed in the caller's state?
Yes. Turn on Ring by license for a ring group and pick each agent's licensed states. Only the free agents licensed in the caller's state ring. If none of them is free, the call goes to voicemail and a licensed agent gets a callback to-do. Call Logs shows each caller's state and how the call was routed.
Can we bring our own leads and vendors?
Yes. Import a spreadsheet, or connect lead vendors by webhook or API so new leads land in New Leads and get their first text right away.
Do we have to replace our quoting or e-app tools?
No. Keep your carrier portals, quoting, and e-app tools. DailyTrackly is where your agents work leads: dial, text, follow up, and track every policy.
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.
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 and you can cancel anytime. 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 in today's lead list.
See DailyTrackly on a live walkthrough, or start working your leads today.
Rather talk now? Call (502) 289-8495 or text us