Insurance agency software pricing

Simple pricing that grows with your active producer roster.

Pay for the producers you actively manage—not for every teammate you invite. Owner, manager, staff, and producer logins are included.

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Foundation

$319 /month

For agencies managing up to 10 active producers.

Unlimited team logins
Licensing, CE records, and carrier appointments
Lead pipeline and producer goals
Clients, policies, renewals, tasks, training, and commissions

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Agency

Graduated pricing

For 11–30 active producers. Add $19 monthly for each producer above 10, up to $699/month.

Everything in Foundation
No price cliff at producer 11
Inactive producer records are not billed
Unlimited team logins remain included

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Network

Volume pricing

For 31–75 active producers. The incremental rate falls as the organization grows—approximately $1,385/month at 75 producers.

Everything in Agency
Volume-adjusted producer pricing
Annual membership pricing remains lower
Unlimited team logins

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Enterprise

More than 75 producers or multiple downline agencies?

Discuss enterprise pricing

Pricing questions

Know what you will pay before you start.

How does the 14-day trial work?

Start with the full platform for 14 days. Your subscription and billing details are completed during account setup.

Which users count toward billing?

Billing follows active producers managed. Owner, manager, staff, and producer logins are included, and inactive producer records do not increase the bill.

Is annual billing available?

Yes. Foundation annual membership is $2,990, or about $249 per month, saving $838 compared with month-to-month billing.

Can I see the product before starting?

Yes. The interactive demo is available without a login or contact form.

Start with the full platform.

Try the full platform free for 14 days.

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