EveryCall
Under Your Roof.
Trakko gives insurance agencies a single system to manage all agent communication — so nothing falls through the cracks when people leave, leads call back, or carriers ask questions.
Most dialers were built to make calls.
Not to protect the agency.
An agent quits Friday. Monday morning, their prospects call back and hear "this number is no longer in service."
A new hire sends an off-script text about a plan you don't even carry. You find out when the FMO calls.
Carrier audit asks for 6 months of call records. You have... nothing.
Personal phones, zero records
Conversations happen outside your system. You can't coach, audit, or protect what you can't see.
Numbers walk out the door
When agents leave, their phone number — and every relationship tied to it — goes with them.
Blind spots everywhere
No call logs, no text history, no way to know what your agents are saying to prospects.
One text away from trouble
Without boundaries, a single off-script message can trigger carrier issues or FMO conflicts.
See the difference.
The same agency. Two completely different levels of control.
Agents use personal phones for business calls
Every call goes through agency-owned numbers
Numbers leave when agents leave
Numbers stay with your agency, always
No call records for carrier audits
Full call & SMS logs, exportable on demand
Zero visibility into agent conversations
Real-time dashboard for every conversation
One rogue text can trigger carrier issues
Role-based permissions prevent scope creep
How Trakko keeps you in control
Every feature exists so the agency owns the communication — not the agent.
Never lose a lead to agent turnover
Every phone number is registered to your agency — not to the person using it. When someone leaves, the number stays.
Agent-level permissions keep conversations within their assigned scope. No accidental cross-selling, no carrier conflicts.
See every conversation, in one place
Every call, text, and voicemail is logged automatically. Full history is always accessible to owners and managers.
Generate activity reports for carrier reviews, FMO inquiries, or quality checks — on demand.
Control who sees what — automatically
Owners see everything. Managers see their teams. Agents see only their own work. Enforced at the system level.
Data is compartmentalized. Agents can't access, export, or transfer leads outside their boundaries.
Be audit-ready in 30 seconds
Every interaction is timestamped, attributed, and exportable. When a carrier or FMO asks for records, you pull the report and send it.
Revoke agent access instantly. When someone leaves or changes roles, their permissions update immediately.
“We switched from personal phones in a week. Now I can see every conversation my team has — and when someone leaves, nothing goes with them.”
Everything your agency needs.
Nothing it doesn't.
A complete communication platform — calling, texting, lead management, and reporting — in one system your agency controls.
Be one of the first agencies
on Trakko.
We're onboarding a small number of agencies as founding members. Lock in your pricing before general availability.
Limited spots. We onboard one agency at a time.