One simple plan that scales with your agency
Straightforward per-user pricing — no tiers to decode. Free white-glove migration and team training are always included.
Everything an agency needs to run day to day — one simple per-user plan.
Per-user pricing · migration & training included
- Per-user pricing
- Client & policy management
- Turbo Rater integration
- Commission & reconciliation
- ACORD forms & reports
- Automated workflows
- Email & SMS integrations
- Dashboards & reporting
- Migration & training included
Available for larger organizations and custom implementations.
Custom · enterprise terms
- Everything in Core
- SSO (coming soon)
- Advanced permissions
- Custom reporting
- Custom integrations
- Dedicated success manager
Both plans run on AWS with a 99.99% uptime target, automatic backups, and 2FA.
How it works
Pricing is per user — one license per team member who logs in. Everything in the Core Platform is included in that single plan; there are no tiers to decode. Reach out and we'll put together a quote tailored to your team size.
Yes. Our team migrates your clients, policies, and history from any management system at no cost, validating the data every step of the way. Onboarding and training for your team are free as well.
We offer flexible monthly and annual terms. Annual plans include additional savings. There's no penalty for adding or removing users as your team changes.
Absolutely. Start a free trial — no credit card required — or book a guided demo and we'll show you the platform on your own book of business.
Get a quote built for your agency
Tell us about your team and we'll send tailored pricing within one business day.