Plans & Pricing

Simple, transparent pricing

Three packages, month-to-month, no long-term contract. Every plan includes the services below it — Pro is Core plus more, Complete is Pro plus more.

Compare Plans

Every service, plan by plan

Each plan includes everything in the one before it — nothing to lose by starting with Core and growing into Pro or Complete later.

Core Pro Complete
Included in Core
Owner Dashboard ✓ ✓ ✓
Client Portal ✓ ✓ ✓
Instant Quote Response ✓ ✓ ✓
Website + Lead Capture ✓ ✓ ✓
Renewal Reminders ✓ ✓ ✓
Payment Reminders ✓ ✓ ✓
Certificates of Insurance (COI) ✓ ✓ ✓
CRM / AMS Updates ✓ ✓ ✓
Added in Pro
Dedicated US Phone Number (AI-Answered Calls) — ✓ ✓
After-Hours Call Handling — ✓ ✓
Unresponsive Lead Follow-Up — ✓ ✓
Personalized Cross-Sell — ✓ ✓
Churn Risk Alerts — ✓ ✓
Review Requests — ✓ ✓
Usage Included Each Month
AI Call Minutes — 300 min 750 min
Extra Minutes, Beyond the Included Amount — $0.20 / min $0.18 / min

Prices are per agency, per month. No setup fee, no annual lock-in. Call minutes beyond the included amount are billed monthly at the rates above — no surprise cutoff.

Get Started

Pick your plan

Core

What captures and protects revenue from day one — quoting, lead capture, and the reminders that stop policies from lapsing.

Owner dashboard & client portal
Instant quote response, day or night
Website + lead capture
Renewal & payment reminders
Certificates of insurance on demand
CRM / AMS updates, automatically
$129/ month

Pro

Everything in Core, plus active retention and growth — the system stops just reacting and starts working your existing book of clients.

Everything in Core
Dedicated US number for AI-answered calls — 300 min/mo included
Personalized cross-sell & churn risk alerts
Unresponsive lead follow-up
Review requests
$298/ month
Best Value

Complete

Everything in Pro, sized for agencies with a busy phone line — the most call minutes and the lowest cost per minute.

Everything in Pro
750 AI call min/mo included — 2.5× Pro
Extra minutes at $0.18/min, the lowest rate
$379/ month