Choose Your Plan
Transform your insurance agency with role-based pricing designed for modern teams. From individual agents to enterprise organizations.
Agent
Perfect for individual agents
per user, billed monthly
✅ 1 Individual Agent
- Individual Agent Dashboard
- Customer Management & CRM
- Policy & Application Tracking
- Commission Management
- Mobile-First Experience
- Personal Reporting & Analytics
- Document Storage (10GB)
- Email Support
- AI Customer Service Chat
Manager
For team leaders & supervisors
base price, billed monthly
✅ 1 Manager + 2 Agent seats included
Additional agents: $39/month each
- Everything in Agent Plan
- 🎯 Includes 1 Manager + 2 Agent Seats
- Team Analytics & Dashboards
- Advanced Reporting & KPIs
- Goal Tracking & Management
- Bulk Import/Export (99%+ success)
- Custom Workflows
- Document Storage (50GB)
- Priority Phone Support
- AI Performance Insights
Enterprise
For large organizations
base price, billed monthly
✅ 1 Admin + 7 Agent seats included
Additional agents: $35/month each
- Everything in Manager Plan
- 🏢 Includes 1 Admin + 7 Agent Seats
- Admin Panel & User Management
- Carrier Management & APIs
- Custom Integrations
- Audit Logs & Compliance
- Real-time Performance Analytics
- Unlimited Document Storage
- 24/7 Dedicated Support
- Custom AI Training
🚀 Why Our Hybrid Model Wins
Other platforms charge per seat. We give you teams included, then scale affordably.
Teams Included
Manager plan includes 3 total seats. Enterprise includes 8 total seats. No surprise costs.
Affordable Growth
Add agents for just $39/month (Manager) or $35/month (Enterprise). Lower than industry standard.
Predictable Costs
Know exactly what you'll pay. Start with included seats, scale when you're ready.
Need a Custom Solution?
For organizations with 100+ users, we offer custom pricing, dedicated infrastructure, and personalized onboarding.
Compare Plans
See exactly what's included in each plan
| Features | Agent | Manager | Enterprise |
|---|---|---|---|
| 💰 Pricing & Users | |||
| Total Users Included | 1 Agent | 1 Manager + 2 Agents | 1 Admin + 7 Agents |
| Additional User Cost | N/A | $39/month per agent | $35/month per agent |
| 🏢 Core Platform | |||
| Application Management | Individual Dashboard | Team Oversight + Review | Complete System Control |
| Mobile-First Experience | 44px Touch Targets | 44px Touch Targets | 44px Touch Targets |
| Commission Tracking | Personal Analytics | Team Commission Analytics | Organization-wide Analytics |
| Document Storage | 10GB Secure Storage | 50GB + Organization | Unlimited + Smart Categories |
| 🤖 AI-Powered Features | |||
| AI Customer Service Agent | Personal Voice AI | Personal + Team Monitoring | Custom AI Configuration |
| AI Voice Integration | Personal API Key | Personal API Key | Organization-wide Voice AI |
| AI Chat Assistant | Custom Training | ||
| AI Pre-Qualifier | Team Insights | Advanced Lead Scoring | |
| 📊 Analytics & Performance | |||
| Real-time Dashboards | Personal KPIs | Team Performance | Business Intelligence |
| Performance Leaderboards | View Rankings | Team Leaderboards | Custom Leaderboards |
| Advanced Reporting | — | Team Reports | Custom Reports + Export |
| 📈 Data Management | |||
| Bulk Import Success Rate | — | 99%+ Success Rate | 99%+ + Custom Mapping |
| Row Level Security | Personal Data Only | Team Data Isolation | Organization Security |
| 🏛️ Enterprise Features | |||
| User Management | — | Team Members | Role-Based Access Control |
| Automated Payment Tracking | — | Monthly Carrier Sync | Multi-Carrier Automation |
| Audit Logs & Compliance | — | — | Complete Audit Trail |
| 💬 Support | |||
| Support Level | Email Support | Priority Phone + Email | 24/7 Dedicated Manager |
Why LegacyCore Outperforms the Competition
Built specifically for insurance professionals by industry experts
Automated Payment Tracking
The industry's first automated monthly tracking system. Monitor client payments across all carriers in real-time with automatic updates. Stop manual tracking forever.
Unified Data Architecture
One consolidated database eliminates data silos and inconsistencies. While competitors struggle with fragmented systems, our unified architecture delivers 99%+ reliability and real-time synchronization across all features.
Complete Commission Intelligence
Beyond basic commission tracking - get predictive analytics, carrier performance insights, and automated reconciliation. See exactly where your money is and when it's coming.
Frequently Asked Questions
Everything you need to know about our pricing
How does your hybrid pricing model work?
Unlike pure per-seat pricing, we include teams in our base plans. Manager includes 1 manager + 2 agent seats for $149/month, Enterprise includes 1 admin + 7 agent seats for $299/month. Additional agents cost just $39/month (Manager) or $35/month (Enterprise) - significantly lower than competitors.
How does the 30-day free trial work?
Start using LegacyCore immediately with full access to all features in your chosen plan. No credit card required. After 30 days, simply choose to continue with a paid plan or cancel with no obligations.
Can I add more users later?
Absolutely! You can add additional agent seats at any time. They're priced affordably at $39/month each for Manager plans and $35/month each for Enterprise plans. No contracts or commitments required.
What happens to my data if I cancel?
Your data belongs to you. We provide easy export tools and will maintain your data for 90 days after cancellation to allow for smooth transitions.
Do you offer discounts for annual billing?
Yes! Save 15% when you pay annually on any plan. Plus, enterprise customers can access custom pricing for larger deployments with 100+ users.
How do I know which plan is right for me?
Agent plan is perfect for individual professionals. Manager plan is ideal for team leaders with 2-6 agents. Enterprise is designed for organizations with 7+ agents who need advanced admin controls and integrations.
Ready to Transform Your Agency?
Join thousands of insurance professionals who trust LegacyCore to streamline their operations and grow their business.
🆓 30-day free trial • ⚡ Instant activation • 🔒 SOC 2 Type II Certified
⏰ Limited Time: Annual plans 15% off until Dec 31st, 2024