For licensed insurance agents & agencies only

Agent & agency platform pricing

Free for consumers, always. These plans are for licensed agents and agencies who want to run their book of business on our platform — CRM, calendar, compliant outreach, and secure document signing. Cancel anytime; access continues until the end of your billing period.

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Solo Agent

Everything one licensed agent needs to run their book.

$39per agent / month
  • Personal CRM (your clients only)
  • Calendar + booking page
  • Employee enrollment portal
  • Secure document signing (ACH)
  • Outreach automation
  • Social auto-posting
  • Legal-lead pipeline
Most popular

Pro Agent

For agents who want growth tools built-in.

$79per agent / month ($948/year)
  • Everything in Solo
  • Outreach automation queue
  • Social auto-posting (LinkedIn, X, FB)
  • Legal-lead pipeline
  • AI client chat assistant
  • White-label / multi-seat

Agency

Up to 10 agent seats, white-label, business benefits suite.

$299per month
  • Up to 10 agent seats
  • Everything in Pro for every seat
  • Business benefits calendar
  • White-label client portal
  • Priority admin support
Secure checkout · Sales tax handled automatically · Cancel anytime from your account

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