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
30-day preview: lead tracking, integrations, ad tracking and Web Profile
30-day preview: Insurance Estimator, payment reminders and Lead Command

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
Lead routing and appointment management
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
Multi-company structure and reporting
Custom setup and pricing

Your Individual Lite workspace stays free. New accounts include 30 days to explore the Insurance Estimator, payment reminders, Lead Tracker, Lead Command, lead integrations, ad tracking and Web Profile. Afterward, choose Individual Plus to keep those tools or Team when you need staff. Your sales, statements, reconciliation, chargeback tracking remain available on the free plan.