Choose DailyTrackly if
- Your agents dial leads all day
- You want the phone system built in
- You want every call scored
Insureio alternative
DailyTrackly vs Insureio
Insureio is a life insurance CRM for quoting and e-apps, from $25 a month. DailyTrackly is the sales desk, with Power Dial and a phone system built in, from $19 per agent.
- Month to month
- Cancel anytime
- Admin login is free
The short version
Which one fits your agency?
Choose Insureio if
- You mainly need life quoting and e-apps
- You want an agent website and email in your CRM
- You recruit agents
Side by side
What each one includes.
"Not listed" means Insureio's website doesn't list it.
| Feature | DailyTrackly | Insureio |
|---|---|---|
| Price and terms | ||
| Price | $19, $29, or $50 per agent a month | $25, $50, or $75 a month |
| Contract | Month to month | Billed monthly |
| Calls | ||
| Power dialer | Included | Click-to-call down a list |
| Phone system | Included, with queues and transfers | Click-to-call through 3CX |
| Call recording and AI call scores | Every recorded call | Not listed |
| Texts | ||
| Texting | 1,000 texts per agent | Included |
| Follow-up texts from the call | AI drafts it from the call | Not listed |
| Medicare and ACA forms | ||
| Scope of Appointment | Optional, signed by text | Not listed |
| ACA consent | Optional, signed by text | Not listed |
| Leads and the team | ||
| Lead vendors | Any vendor by webhook or API | Quoting and lead widgets |
| Goals and leaderboards | Included | Team view (agency plans) |
| Where Insureio goes further | ||
| Life quoting and e-apps | Not included | Included |
| Website and email | Not included | Marketing plans |
| Agent recruiting | Not included | Agency plans |
From insureio.com, as of October 4, 2026.
Price at your size
What your agency pays each month.
DailyTrackly is priced per agent. Insureio lists four plans, billed monthly.
- DailyTrackly Pro, 5 × $19
- $95/mo
- Insureio
- Not listed
DailyTrackly
$95
a month at this size
Insureio doesn't list a price for 5 agents.
Pro includes 1,000 texts and 1,000 minutes per agent, then $0.03 each. Texting registration: $69 once, then $10/mo. Local numbers: $12 once, then $4/mo. Insureio: Basic $25, Marketing or Agency Management $50, both $75. Click-to-call uses 3CX. See all DailyTrackly plans.
Not on Insureio's plan list
The dialer, the phones, and the coaching.
Real screens from a demo life and health agency.
Power Dial through every list
One click works the whole list. Pause, skip, or redial.
A real phone system
Your number rings the next free agent. Every call is recorded and scored.
AI coaching that writes the close
Every sales call gets a score, one thing to fix, and an AI follow-up.
A scoreboard your floor can see
Premium and policies by agent, as sales are logged.
Switching from Insureio
Bring your book. Keep your AMS.
Import your leads
From a spreadsheet, into New Leads or Current Customer.
Connect lead vendors
Any vendor by webhook or API, with a first text right away.
Keep your number
Port it in, or keep your phone system and log every call.
Questions
What agencies ask when they compare
Is DailyTrackly cheaper than Insureio?
For one agent, yes: $19 a month with Power Dial and the phone system included. Insureio's plans are $25 to $75 a month, with click-to-call through 3CX.
Does DailyTrackly do life quotes or e-apps?
No. Keep your quoting and e-app tools alongside it.
Is there a contract?
No. It's month to month, and the admin login is free.
See it side by side
See the whole desk in 15 minutes.
Book a live demo and bring your Insureio questions.
Rather talk now? Call (502) 289-8495 or text us