DailyTrackly
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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 Janet Brooks, 1 of 3 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

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.

Power Dial on a call with a Medicare Supplement lead, 1 of 3, with Pause, Hang up and next, Redial, and Skip
After your calls: a sales score of 86 with one coaching item, and an AI-written final expense close ready to send
The Quoted workflow: 8 messages over 15 days, and a preview of the first text as the lead will read it
The Texts inbox with replies from final expense and Medicare prospects that need a reply
Calls: a live call in progress and today's calls with each lead's stage, length, recording, and AI score
Team stats at a life and health agency for the last 30 days: the top sellers by policies and premium, what stands out, the team's calls, talk time, texts, speed to lead, call scores, and sales with the close rate, and the buttons that sort the team or show it as a table
Power Dial on a call with a Medicare Supplement lead, 1 of 3, with Pause, Hang up and next, Redial, and Skip

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.
A customer's Policies panel: two active policies and $1,403 a year in premium, a life policy with Mutual of Omaha and a Medicare policy with Aetna, 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.

Built for a regulated business

Texting and calling, done carefully.

Life and health is a regulated sale. 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.

Video: Ring only agents licensed in the caller's state
Ring by license in 1:10. Names, leads, and phone numbers shown are demo data.

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
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.

Questions

What agency owners ask us

Does it work for final expense, Medicare, ACA, and life?

Yes. DailyTrackly is built for insurance sales teams, so it works for whatever lines you sell. Your leads move through your stages, and each stage has its own follow-up texts that you control.

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.

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.

Book a demo Start Pro $19/agent

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

Book a demo