Managing your Insurance business has Never Been Easier!

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Manage your insurance business with power & ease

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  • Calculate Compensation

    You have the flexibility to have different compensation plans for each individual team member.

  • Manage Time

    Keep track of your in-office AND remote team members' time worked as well as PTO and holiday time.

  • Track Production

    You and your team will know exactly where you are compared to your goals at any given time.

  • Leaders & Metrics

    Develop compelling leaderboards to create friendly competition within your office and to take the guesswork out of coaching your team.

  • Custom Scripts/Manage Processes

    Your team will always know what to say when on the phone with a prospect or client.

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  • Track Daily Activities.

    Get up to the minute view of your entire team's activities for the day in clean, easy to view, reporting. These activities are tracked automatically as they click through the word-tracks.

  • Set Custom Goals.

    Create custom goals per team member. Let your team focus on the day in front of them with and keep the important things top of mind. Daily Win will help your team focus and provide them with immediate feedback on how the day is going.

  • Create Custom Scripts.

    Does your team know exactly what to say? With Daily Win's custom office scripts they will always have something in front of them and you will create a consistent experience for your clients.

Insurance business'
thrive with daily win

"DailyWin provides me with the tools I need to be able to efficently and effectively track my team's production, activities, and commissions in one, easy-to-use tool. I would recommend DailyWin to any agent that wants to take their business to the next level."Hollie MooreAlfa Insurance

Get Access to All Features for 7 days

pro

$129/month

Help your team track progress and win each day in one simplified system.