5
min read
All-in-one insurance
toolbox
We understand that insurance agents are busy people. That's why we've designed our platform to be as user-friendly and intuitive as possible. With just a few clicks, agents can access all the information they need, manage their clients, and close more deals.
No monthly commitment required
DashlyPro integrates with leading marketing platforms to rapidly expand and scale insurance businesses.
1. Drive Sales with Personal Touch
Create meaningful connections with your insurance clients using personalized texting.
Personalized funnel campaigns
Personalized funnel campaigns that cater to the unique needs and preferences of their clients.
Build stronger client relations
Build stronger client relations by leveraging its customer relationship management tools.
2. Remote Sales Made Easy
Effortlessly close deals from anywhere with our CRM designed for remote sales.
AI-based appointment booking
Simplify your schedule with AI-powered appointment booking that learns your preferences.
Flexible calling options
Seamlessly transition between devices and make calls from anywhere with ease.
3. Unlock Your
Business Insights
Gain deeper insights into your business with our powerful analytics reporting.
Granular reports
Detailed information about their clients, policies, and overall business performance to facilitate more informed decisions.
Manage your agency with ease
Manage your agency with ease through its user-friendly interface and automation features, saving time and improving productivity.
Take your insurance game to the next level
No yearly commitment
Simple and useful features
DashlyPro insurance platform provides simple and useful features that make it easy for insurance agents to manage their business efficiently.
Simple interface
Simple interface allows users to easily manage their insurance business with minimal training
Dashly dialer
Allows insurance agents to automate client calls, improving efficiency and streamlining communication.
Task list
Stay on top of their daily activities by providing a comprehensive list of tasks, deadlines, and reminders, ensuring that nothing falls through the cracks and improving productivity.
Integrated messenger
Easily communicate with clients in real-time, providing fast and efficient service.
Granular reports
Provides granular reports that allow users to gain deep insights into their business and make data-driven decisions.
Multiple users
Comprehensive suite of management tools that enable agents to efficiently manage their agency, saving time and improving workflow.
Integrated with the tools
you know and love
DashlyPro enables seamless integration with the tools and applications that insurance agents already know and love, allowing for a hassle-free experience when managing their business.
Hear what our amazing customers say about us
“Managing my insurance agency with insights that I can understand.”
I recently had the pleasure of using DashlyPro, an insurance CRM system, and I must say, I was thoroughly impressed. As an insurance agency owner, managing my business can be a daunting task, but this CRM has made it much easier. One of the standout features is its ability to provide insights that I can easily understand. The system aggregates data from various sources and presents it in an easy-to-read format, allowing me to make informed decisions about my business.
Anne Williams
Insurance Agency Owner
"DashlyPro has been an invaluable tool in helping me grow my business."
As a new insurance agent, DashlyPro has been an invaluable tool in helping me grow my business. The system's easy-to-use interface and customizable features have allowed me to stay organized and focus on building relationships with my clients.
Carissa Rogers
Life Insurance Agent
“It has been a game-changer for me as part-time agent.”
I recently started using DashlyPro at the end of 2022 and I must say, it has been a game-changer for me as a part-time agent. DashlyPro has saved me tons of time by automating many of my routine tasks, such as follow-up emails and policy renewal reminders.
Omar Smith
Independent Life Agent
