Transparent pricing

We set it up.
You run the agency.

Every plan starts with done-for-you implementation: we configure your carrier portals and workflows so your team doesn't have to learn a new system. Flat monthly plans, with no per-seat fees and every carrier included.

Growth

The core of the system for agencies getting carrier work out of spreadsheets: submission, monitoring, and weekly reports across your whole downline.

$499/month

+ $2,500 one-time implementation

  • All carriers included across your downline
  • Automated carrier submission
  • Policy monitoring with weekly reports
  • Every agent and manager, role-scoped views
  • Compliance logging and full audit trail
  • Reconcile mode against your spreadsheet, CRM, or AMS
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Most agencies choose this

Scale

Everything in Growth, plus the modules that protect and grow the book: chargeback watch, conservation outreach, and referral letters.

$999/month

+ $3,500 one-time implementation

  • Everything in Growth
  • Chargeback Watch on policies inside the chargeback window
  • Conservation AI: automatic outreach on at-risk policies
  • Handwritten referral and thank-you letters
  • AI Closer (Beta): automated voice sales, included
  • Cancel anytime, no annual contract
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Enterprise

For larger agencies that want a partner, not a tool. A dedicated account manager, carrier integrations built for your book, and quarterly reviews.

$1,999+/month

+ $5,000 one-time implementation

  • Everything in Scale
  • Dedicated account manager
  • Custom integrations for niche carriers
  • Quarterly business reviews
  • Per-state compliance setup
  • AI Closer (Beta): usage sized to your downline
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Not ready to commit? Start here

60-day pilot

$1,500/60 days

Credited in full toward your implementation fee if you continue.

Start a pilot
  • Done-for-you setup: we configure your carrier portals and workflows
  • Automated carrier submission and scheduled policy monitoring
  • Your first book-health report, ranked by at-risk premium
  • Full audit log of every portal pull
  • Security review before you connect anything

First-report guarantee

If your first report doesn't surface at least one policy you didn't already know was at risk, request a refund within 14 days of receiving it. The $1,500 is refunded in full, and you keep an export of your data.

How the price works

Priced by outcome, not by seat

You pay for the work the system takes off your team, not for logins.

One-time implementation

We do the setup

Implementation covers the heavy lifting: connecting your authorized carrier portals, configuring submission and monitoring workflows, matching records against what you track today, and training your managers. Higher plans cost more to implement because there is more to configure.

Flat monthly plans

No per-seat or per-carrier fees

Adding agents to your downline doesn't change your monthly fee, and every supported carrier is included on every plan. You move up a plan when you want more of the system working for you, not because your team grew.

What we don't claim

Stated plainly, tier by tier

We don't advertise carrier-approved integration, guaranteed real-time updates, or a proven AI closing track record.

Portal monitoring and submission don't replace your CRM or AMS, and won't guarantee catching every carrier-side change the moment it happens. The AI Closer is labeled Beta because it is one — it's available to use, not a finished, benchmarked product yet. What we do commit to: every portal pull and every status change written to an audit log, written authorization before any carrier connection, and a first-report guarantee on the pilot.

Read the full compliance & security posture →
TCPA-aligned
First-report guarantee
Written authorization
Full audit trail