Built for insurance agencies.
Not generic call centers.
Every feature in Trakko exists to give the agency control over communication, lead data, and agent activity.
Own every conversation
Every call and text goes through your agency — not personal phones. Numbers, records, and relationships stay with you.
Agency-Owned Numbers
Every number is registered to your agency. When agents leave, numbers and relationships stay.
Click-to-Dial Outbound
One-click calling from lead profiles. No dialing, no personal phones, no lost context.
Inbound Call Routing
Route incoming calls by state license, agent skill, or team assignment — automatically.
Call Recording
Every call is recorded and stored under your agency. Consent management included.
See everything, in real time
Know what every agent is doing, right now. No asking, no guessing, no gaps.
Live Dashboard
See every active call, every agent status, and every queue metric — right now.
Supervisor Tools
Listen, whisper, or barge into any live call for training or quality control.
SMS & Call Logging
Full history of every text and call, timestamped and attributed. Exportable on demand.
Performance Metrics
Track handle time, conversion rates, talk time, and agent productivity across your team.
Control who does what
Permissions are enforced at the system level — not by trust or hoping people follow the rules.
Role-Based Permissions
Owners see everything. Managers see their teams. Agents see only their own work.
State License Tracking
Track which agents are licensed in which states. Route calls accordingly.
Team Organization
Group agents into teams with managers, custom permissions, and independent queues.
Agent Onboarding
Invite agents, assign roles, set permissions, and get them calling — in minutes.
Be audit-ready, always
Every action is logged. When a carrier or FMO asks for records, you pull up the report and send it over.
Complete Audit Trail
Every action logged. Every change tracked. Pull reports in seconds when carriers or FMOs ask.
DNC List Management
Automatic checking against Do Not Call lists before connecting calls.
TCPA Calling Hours
Enforce calling-hour restrictions automatically based on prospect timezone and state.
Data Compartmentalization
Agent data is isolated. No cross-team leaks, no unauthorized exports, no loose ends.
Integrations on the roadmap
We're building connections to the tools you already use.