Pricing
Transparent pricing. No surprises.
Plans from $30/mo. Every plan includes the full reconciliation engine, calculation library, and audit trail. No long-term contracts. Save 20% with annual billing.
Plans
Choose the plan that fits your agency.
All plans include a 14-day free trial. No credit card required to start. Save 20% with annual billing.
Agent
For independent producers getting off spreadsheets. $24/mo billed annually.
- 2,500 active policies
- 3 user seats
- 1 branch
- Unlimited carriers
- CSV / XLSX statement imports
- Reconciliation & exception queue
- All 13 commission plan types
- Statement version history
- Basic reporting & audit trail
- Email support
- Approval workflows
- Payout processing
- 1099 / compliance exports
Agency
For growing agencies with teams, payouts, and compliance. $63/mo billed annually.
- 10,000 active policies
- 10 user seats + all 7 RBAC roles
- Up to 3 branches
- Everything in Agent
- Approval workflows & retroactive adjustments
- Payout calculation & NACHA export
- Advance tracking & repayment
- Producer dispute portal
- 1099-NEC generation
- Licensing validation & expiry alerts
- Full dashboard (12 widgets)
- Phone + email support
Premier
For established agencies with larger books and teams. $119/mo billed annually.
- 25,000 active policies
- 30 user seats
- Up to 10 branches
- Everything in Agency
- Priority phone + email support
- Dedicated onboarding session
MGA / Enterprise
For MGAs, large BGAs, and multi-location networks. Custom pricing.
- Unlimited policies & seats
- Unlimited branches
- Everything in Premier
- Multi-level hierarchy & overrides
- Carrier API integrations
- AMS outbound webhooks
- AI anomaly detection
- SSO (SAML / OIDC)
- Dedicated account manager & SLA
Compare
Everything side by side.
See exactly what each plan includes before you commit.
| Feature | Agent $30/mo |
Agency $41/mo |
Premier $49/mo |
MGA / Enterprise Talk to us |
|---|---|---|---|---|
| Policies & Data | ||||
| Active policies | 2,500 | 10,000 | 25,000 | Unlimited |
| User seats | 3 | 10 | 30 | Unlimited |
| Carriers | Unlimited | Unlimited | Unlimited | Unlimited |
| Branches | 1 | 3 | 10 | Unlimited |
| Policy import wizard | ✓ | ✓ | ✓ | ✓ |
| Agent & license management | ✓ | ✓ | ✓ | ✓ |
| Reconciliation | ||||
| Statement import & mapping | ✓ | ✓ | ✓ | ✓ |
| Exception queue | ✓ | ✓ | ✓ | ✓ |
| Commission plan types | All 13 | All 13 | All 13 | All 13 |
| Statement version history | ✓ | ✓ | ✓ | ✓ |
| Approval workflows | – | ✓ | ✓ | ✓ |
| Retroactive adjustments | – | ✓ | ✓ | ✓ |
| Payouts & Compliance | ||||
| Payout calculation & approval | – | ✓ | ✓ | ✓ |
| Advance tracking & repayment | – | ✓ | ✓ | ✓ |
| Producer dispute portal | – | ✓ | ✓ | ✓ |
| 1099-NEC generation | – | ✓ | ✓ | ✓ |
| Licensing validation & alerts | – | ✓ | ✓ | ✓ |
| NACHA ACH export | – | ✓ | ✓ | ✓ |
| Multi-branch management | – | ✓ | ✓ | ✓ |
| Support & Onboarding | ||||
| Email support | ✓ | ✓ | ✓ | ✓ |
| Phone support | – | ✓ | ✓ | ✓ |
| Priority support | – | – | ✓ | ✓ |
| Dedicated onboarding session | – | – | ✓ | ✓ |
| Enterprise & Scale | ||||
| Multi-level hierarchy & overrides | – | – | – | ✓ |
| SSO (SAML / OIDC) | – | – | – | ✓ |
| Carrier API integrations | – | – | – | ✓ |
| AI anomaly detection | – | – | – | ✓ |
| Named AMS integrations | – | – | – | ✓ |
| Dedicated account manager | – | – | – | ✓ |
FAQ
Questions before you start?
Everything you need to know about pricing, trials, and getting your team set up. Can't find the answer? Contact us.