Flexible Pricing, Configured on Demand
Choose a plan based on team size, supporting growth from pilot to company-wide rollout.
Core Plan
Small brokerages building core ops capabilities
Included Modules
- Proposal System (QPS)
- CRM
- Policy & Renewal (PMS)
- Commission System (CCS)
- Appointment Center (CAS)
- Basic Dashboard (CMD)
- Data Integration (IDS-Lite)
Core Features
- Centralized Client & Policy DB
- Standard Proposals
- Basic Renewal Reminders
Per user subscription, billed annually
Contact SalesGrowth Plan
Growing brokerages needing scalable roles
Included Modules
- All Core Modules
- Advanced Dashboard (Funnels, Trends)
- Growth Marketing (GME)
- Advanced Commission & Exception Handling
- Enhanced Mapping & Validation (IDS)
Core Features
- Management Views & Pivot Data
- Full Client/Family View
- Policy Lifecycle
- Event & Lead Mgmt
Annual subscription, tiered pricing
Get QuoteEnterprise Plan
Large brokerages with multi-team/channel needs
Included Modules
- All Growth Modules
- Enterprise Multi-Team/Brand Mgmt
- Advanced Permissions & Audit Logs
- Deep Integration Pack
- Data Export API (BI/DW)
Core Features
- Multi-LOB/Team Unified Mgmt
- Custom Permission System
- 3rd Party API
- Dedicated CSM
Custom quote based on project & scale
Contact EnterpriseAdd-ons
Add flexibly according to business needs
Seats
All plans include base seats. Expand Management, Ops, and Advisor seats as needed. Cost varies by role type.
Growth Marketing Engine
Posters · Content Templates · Event Mgmt · Client Outreach Tools
Appointment & Process Plus
Workflow Nodes · Enhanced Pending Mgmt · Collab & Reminder Upgrades
Advanced Commissions
Split Rule Engine · Commission Breakdown · Exception & Reconciliation Plus
System Integration Pack
Integration with Insurer Portals, Channel Systems, or Internal Finance (Project based)
Optional Implementation Services
Standard Implementation
- Client/Policy Data Migration
- System Config & Personalization
- 2 Online Trainings
- 30 Days Support
Advanced Implementation
- Complex Data Cleaning & Migration
- Multi-Team Permission Config
- 4 Trainings (Mgmt + Advisors)
- 60 Days Support
- Quarterly Review
Become a Design Partner
Limited Time · Early Bird Annual Contract · Waived Implementation Fee
Requires cooperation on 2 case studies
Apply Now