DYL review: pricing, plans and integrations
DYL is a CRM with an optional phone system, dialer and texting that agencies run beside their AMS. Leads, deals and call history live in DYL, and some AMS systems open the client's record when they call.
The CRM costs $49 to $149 a user per month, and turning on phone or texting raises that price.
- Best for
- Agencies that want to call and text leads from the CRM that stores them, next to their AMS
- Type
- CRM and dialer
- Price
- $49 to $149 a user per month
- Free trial
- 30 days on Starter, Growth and Pro
- AMS connections
- AMS360, QQCatalyst, EZLynx, Allstate eAgent and eCMS on incoming calls
- Calling and texting
- Built-in phone, power dialer and two-way texting as paid add-ons
- Apps
- Web and an iPhone app last updated in 2018
Our take
DYL suits agencies that want to call and text leads from the same system that stores them and already keep policies in an AMS. AMS360 and QQCatalyst users get the most, since notes and recordings flow back to the AMS.
You build a plan in two parts. The tier sets users, records and automation, and the phone and texting switches set what else you pay per user.
Plan for one-time fees as well. Onboarding and phone setup each run from $50 on Starter to $1,000 on Enterprise.
Pros
- CRM prices for all four plans on its website
- Opens the client's AMS record on incoming calls
- Do Not Call scrubbing and texting registration built in
- Power and preview dialer with call recording
- 30-day free trial on three plans
Cons
- Phone and texting prices appear only when you build a plan
- One-time onboarding and phone setup fees
- iPhone app not updated since 2018, no Android app
- No carrier downloads or policy records
Plans and pricing
| Plan | CRM price a user per month | Users | Onboarding |
|---|---|---|---|
| StarterA new team getting organized | $49 | 2 or more | $50 |
| GrowthA small sales team | $59 | 2 or more | $50 |
| ProTeams that run sequences at volume | $99 | 3 or more | $250 |
| EnterpriseCall teams with several groups | $149 | 5 or more | $1,000 |
CRM-only prices as of October 2026, from DYL's pricing page, billed monthly. Turning on the phone system or texting raises the price per user. Paying quarterly saves 5% on Growth and up, and yearly saves 10% on any plan.
What it would cost you
Cost per month
First-year cost
Software cost per new policy
CRM-only monthly prices. Phone, texting, numbers and one-time fees are extra.
Billed on top
| Fee | Price |
|---|---|
| Account phone setup, one time | $50 to $1,000 by plan |
| Local number | $5 setup, then $2 a month |
| Toll-free number | $30 setup, then $20 a month |
| Bring your numbers in | From $5 local, $30 toll-free |
| Move a number out | $25 |
| Texts | Metered, with top-up blocks |
| Extra records | $10 to $35 per 1,000 a month |
| Custom permission set | $10 a month |
| Personalized training | $100 an hour |
Which plan has it
| Feature | Starter | Growth | Pro | Enterprise |
|---|---|---|---|---|
| Records | 2,000 | 5,000 | 10,000 | 20,000 |
| Teams | 1 | 2 | 5 | Unlimited |
| Sequences | 5 | 10 | Unlimited | Unlimited |
| Assignment rules | 1 | 2 | 5 | 25 |
| Email and text templates | 10 | 20 | Unlimited | Unlimited |
| Lead data sources | 1 | 2 | 5 | Unlimited |
| Admin users | 0 | 1 | 2 | Unlimited |
| Custom roles | 0 | 0 | 1 | Unlimited |
| Phone numbers included with the phone system | 1 | 1 | 1 | 2 |
Client and policy records
- Records it keeps
- Contacts, leads, deals, tasks, notes, files and a product list
- History
- Calls, texts and email on each contact
- Policies
- Stay in your AMS
- Role next to your AMS
- Sits beside it. Some systems open the client on an incoming call
Leads and pipeline
Give a lead vendor your DYL lead email address and each lead becomes a record that can start a call right away.
Assignment rules
- Rules per plan
- 1 on Starter, 2 on Growth, 5 on Pro and 25 on Enterprise
- Reassigning
- Move leads from one user to another
Renewals, retention and cross-sell
- Renewal follow-up
- Time-based sequences and workflows, with renewal and update email templates
- Cross-sell
- Runs on the same workflows once the contact fields are in DYL
Email, calling and texting
Calling
With the phone system on: a virtual office, power and preview dialer, call recording, voicemail drop and fax.
Texting
With texting on: two-way texts and picture messages, text campaigns and templates. Texts are metered.
Email and calendar sync with Outlook and Gmail on every plan.
- Before a text
- The agent ticks a box confirming the contact agreed to texts
- Do Not Call
- Scrubs the federal list every 30 days and wireless numbers every 14 days
- Texting registration
- Brand and campaign registration with The Campaign Registry is built into texting. This is the US carrier sign-up for business texts, called 10DLC
- Your duties
- Consent, your own do-not-call list and telemarketing rules stay with the agency
AMS and carrier connections
DYL opens the client's AMS record when they call in. AMS360 and QQCatalyst also take notes and call recordings from DYL. Nothing writes policies back into DYL, and there are no carrier downloads.
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| Vertafore AMS360 | Agency management systems | Both ways | Opens the client and policy on an incoming call. Notes, recordings and voicemails go to AMS360 |
| QQCatalyst | Agency management systems | Both ways | Opens the client on a call. Notes, recordings and updates go to QQCatalyst |
| EZLynx | Agency management systems | Into DYL | Opens the client on an incoming call |
| Allstate eAgent | Agency management systems | Into DYL | Opens the contact on an incoming call and logs the call |
| eCMS | Agency management systems | Into DYL | Loads the client on an incoming call |
| Formstack | Forms and websites | Posts form entries in by webhook | |
| Wufoo | Forms and websites | Sends form entries in | |
| Outlook | Email and texting | Email and calendar sync | |
| Gmail | Email and texting | Email and calendar sync |
Client portal and mobile app
Mobile app
DYL Phone on the App Store covers calls, texts, the dialer, contacts and recordings. Its listing hasn't been updated since 2018, and there is no Android app or client portal.
Reporting
Reports
- Lead source on every record
- Lead source summary
- Calls by user
- Campaign dialing
- Recordings
- Workflow logs
- Appointments
- Daily reports by email
Migration and getting started
Start the trial
30 days on Starter, Growth or Pro. Enterprise goes through sales.
Upload contacts
Bring in a CSV or Excel file.
Pay onboarding
A one-time fee by plan, plus account phone setup if you turn on calling.
Turn on phone or texting
Add them now or later. Your plan limits stay the same.
Register for texting
Finish brand and campaign registration before you text clients.
Support by phone, email and the help center.
What users say
What reviewers mention most, as of October 2026.
What users like
- Ease of use
- VoIP, CRM and dialer in one system
- Lead tools
What users dislike
- Reliability and glitches
- Downtime
- Mixed or uneven support
Contract, export and cancellation
- Term
- Month to month
- How to cancel
- An officer or owner sends DYL's cancellation form to service@dyl.com within 14 days of the next renewal
- When it ends
- Within 24 hours of DYL's confirmation email
- Refunds
- None on prepaid fees when you cancel
You have 21 days. Ask service@dyl.com in writing for your data file and port your numbers out within 21 days of canceling. After that both can be gone.
DYL alternatives
- Ringy$119 a monthOne base price with 1,000 texts and 1,000 minutes included
- Ricochet360From $20 a user per month on a yearly contractLead routing and dialing built for insurance call teams
- HubSpotFree CRM. Paid from $20 a user per monthGeneral CRM with a free plan and built-in calling minutes
- Salesforce Financial Services CloudInsurance Brokerages from $500 a user per monthPolicy records built in, for larger agencies
See every option in insurance CRM.
Frequently asked questions
How much does DYL cost for an insurance agency?
The CRM is $49, $59, $99 or $149 a user per month. Phone and texting add to that.
Does DYL connect to my AMS?
It opens the client's record on incoming calls in AMS360, QQCatalyst, EZLynx, Allstate eAgent and eCMS. AMS360 and QQCatalyst also take notes and recordings.
Can DYL replace my AMS?
No. Policies stay in your AMS.
Does DYL have a free trial?
Yes, 30 days on Starter, Growth and Pro.
How we researched this review. We based this review on the pricing, terms and product pages published by DYL, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan DYL quit selling or a contract term that reads different now, let us know and send the link to the page where DYL has it. Somebody here pulls up that page and checks it before we change anything on ours.