Simple, transparent pricing

Every plan includes a 7-day free trial. Cancel anytime.

Starter

For small agencies getting started with modern tools.

$119/month

3 team members included

Get Demo
  • Client & policy management
  • Sales pipeline tracking
  • Renewal tracking
  • Claims management
  • Certificate generation
  • Commission reconciliation
  • Discovery forms
  • ACORD PDF generation
  • 3 team members included
Most Popular

Professional

Everything in Starter, plus AI and automation.

$179/month

5 team members included

Get Demo
  • Everything in Starter
  • AI document parsing
  • AI assistant (114 capabilities)
  • In-browser phone calls (WebRTC)
  • SMS messaging
  • E-signatures (10/month free)
  • Custom email domains
  • Multi-market submissions
  • 5 team members included

Agency

Full platform for growing agencies.

$249/month

10 team members included

Get Demo
  • Everything in Professional
  • Unlimited e-signatures
  • CAB authority monitoring
  • Automated marketing sequences
  • Advanced compliance tools
  • Priority support
  • 10 team members included

Additional team members: $35/month each beyond included seats.