Start free. Grow at your pace.

Keep your insurance business organized in a workspace that stays with you. Choose personal tools or bring your team.

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.