BUILT FOR LIFE INSURANCE AGENTS

Your insurance business.
One organized workspace.

Manage policies, reconcile commissions and share your professional profile for free. Add WhatsApp conversations and lead tracking with Individual Plus.

Create free account↗See how it works ↓

Individual Lite is free. No card. No expiration.

L My workspaceILLUSTRATIVE PREVIEW

YOUR DAY, AT A GLANCE

See who needs a follow-up today.

Active leads24In your pipeline

Follow-ups today3Keep the conversation going

Next on your listLead tracker ↗

Jordan R.Discuss coverage options

Today

Morgan T.Follow up on application

Today

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From conversation to policy.

Explore estimates and potential carrier fit in one place.

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Sample data · Lead workspace available with Individual Plus and above

LESS BACK AND FORTH. MORE FORWARD.

Your policies, commissions and client conversations.

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Respond to your next lead

With Individual Plus, connect WhatsApp, follow incoming leads and keep the customer conversation beside the sale.

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Explore the possibilities

Compare preliminary life insurance estimates and explore potential carrier fit within the Insurance Estimator.

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See beyond the sale

Follow commissions, payments, and chargebacks without losing sight of your book of business.

Explore the product →

Built specifically for life insurance sales and commissions.

Estimates and carrier assessments are preliminary. Final pricing and eligibility are determined by the insurer.

A SIMPLE WAY TO GET GOING

Start with today.
Grow from there.

You don’t need a team to get organized. Start with your own workspace and expand when you’re ready.

01
Create your free workspace
Choose Individual and get started without a credit card.
02
Bring your work together
Add your policies, upload commission statements and publish your agent profile with a QR code and licenses.
03
Upgrade when you need more
Choose Individual Plus for personal premium tools, or Team when you need staff.

START FREE. KEEP YOUR MOMENTUM.

Room to work. Room to grow.

An individual workspace today. A connected team when you’re ready.

For your own business

Individual Lite

Free

No card. No expiration.

Your free personal workspace. No card required.

Sales, statements and reconciliation
Commissions and chargeback tracking
Public agent landing page with QR code and license documents
30-day preview: Insurance Estimator and payment reminders

Create free account

For your own business

Individual Plus

$29.95

USD / month

For independent agents who want to keep their personal premium tools.

Everything in Individual Lite
Insurance Estimator and Carrier Fit
Payment reminders
Personal Lead Command and lead integrations
Lead Tracker, ad spending and Web Profile
One agent; no staff accounts

Choose Plus

For your team

Team

$69.95

USD / month

For a licensed owner managing a team.

Personal premium tools plus team workflows
Up to 10 in-house producers
Sales associates and support staff
Route leads to sales associates; manage appointments
Payroll, leaderboards and training

Choose Team

For your organization

Enterprise

Custom

Tailored to your organization

A custom deployment for your organization.

Team capabilities and organization controls
Lead distribution between licensed insurance agents
Multi-company structure and reporting
Custom setup and pricing

Your free account includes sales, statements, commissions, chargeback tracking and a public Web Profile with a QR code and license documents. New accounts can preview the Insurance Estimator and payment reminders for 30 days. Lead tracking, WhatsApp and lead integrations require Individual Plus or above. Team routes to sales associates; routing between insurance agents requires Enterprise.

Compare all plans →

Building something bigger?

Let’s talk about the needs of your agency or IMO.

Talk to us ↗

A FEW THINGS TO KNOW

Clear from the start.

Have another question? We’re here to help.

Visit support ↗

Is Individual really free?

Yes. Your Individual account has no expiration and requires no credit card.

Can I upgrade from my workspace?

Yes. Choose Individual Plus for your personal premium tools, or Team to add staff. Review current prices and upgrade from your workspace.

Is my workspace private?

Your organization’s workspace is separated from other accounts, with access based on user roles. Read our privacy policy for details about how information is handled.

YOUR NEXT CHAPTER STARTS HERE

Organize your policies.
Know where your commissions stand.

Create free account ↗

No card required. Start with Individual, free.

Your insurance business.One organized workspace.