Choose the plan that fits your agency.
No contracts. Cancel anytime.
BASIC AGENT
Includes all core features
$197/month
+ $197 one-time setup fee
Includes your done-for-you onboarding —
we don't just hand you a login.
No contracts · Cancel anytime
Most Popular
PREMIUM AGENCY
Everything in Basic, plus
$797/month
+ $797 one-time setup fee
Includes your done-for-you onboarding —
we don't just hand you a login.
No contracts · Cancel anytime
Most Popular | ||
|---|---|---|
| Feature | Basic Agent $197/mo | Premium Agency $797/mo |
| Core CRM | ||
| CRM & Contact Management | ||
| Customized Appointment Calendars | ||
| Integrated Phone System | ||
| Unified Communication Inbox | ||
| Mobile App | ||
| Reporting & Analytics | ||
| 24/7 Live Chat Support | ||
| Compliance & Documents | ||
| HIPAA Compliant E-Sign Documents | ||
| Broker Consent Automation | ||
| Enrollment Attestation Workflows | ||
| Scope of Appointment (SOA) | ||
| Cancellation Request E-Sign | ||
| Letter of Explanation E-Sign | ||
| Data Matching Issue (DMI) Reminder Workflows | ||
| Sales & Automation | ||
| Health, Life, Medicare, Group & Cross-Sell Pipelines | ||
| Ready-to-Go Qualifying & Intake Forms | ||
| Pre-Built Sales Funnels & Landing Pages | ||
| Comprehensive Onboarding Workflows | ||
| Missed Call Text-Back | ||
| Custom Automations Built For You | — | |
| Recruiting Pipelines & Follow-Up Campaigns | — | |
| Marketing & Retention | ||
| Birthday & Holiday Drip Campaigns | ||
| Medicare Age-In Campaigns | ||
| Social Media Planner & Automated Posting | ||
| Stale Lead Nurture & Cross-Sell Drip Campaigns | ||
| Quarterly Check-In & Client Retention Campaigns | ||
| FMO / Carrier Site Integration | — | |
| Agency Management | ||
| 1-on-1 Done-For-You Onboarding w/ A2P | ||
| Branded Account Setup | — | |
| Customized Dashboard & Menu Links | — | |
| Additional Sub-Accounts for Agents (up to 5) | — | |
| Custom-Built Website (up to 6 pages) | — | |
| Training Portal for Onboarding Videos | — | |
| Customized Dashboard with Carrier Info | — | |
| Customized Service Workflows | — | |
| VIP Developer Support (same-day) | — | |
| 100% Done-For-You Account Setup | — | |
Core CRM
CRM & Contact Management
Customized Appointment Calendars
Integrated Phone System
Unified Communication Inbox
Mobile App
Reporting & Analytics
24/7 Live Chat Support
Compliance & Documents
HIPAA Compliant E-Sign Documents
Broker Consent Automation
Enrollment Attestation Workflows
Scope of Appointment (SOA)
Cancellation Request E-Sign
Letter of Explanation E-Sign
Data Matching Issue (DMI) Reminder Workflows
Sales & Automation
Health, Life, Medicare, Group & Cross-Sell Pipelines
Ready-to-Go Qualifying & Intake Forms
Pre-Built Sales Funnels & Landing Pages
Comprehensive Onboarding Workflows
Missed Call Text-Back
Custom Automations Built For You
Recruiting Pipelines & Follow-Up Campaigns
Marketing & Retention
Birthday & Holiday Drip Campaigns
Medicare Age-In Campaigns
Social Media Planner & Automated Posting
Stale Lead Nurture & Cross-Sell Drip Campaigns
Quarterly Check-In & Client Retention Campaigns
FMO / Carrier Site Integration
Agency Management
1-on-1 Done-For-You Onboarding w/ A2P
Branded Account Setup
Customized Dashboard & Menu Links
Additional Sub-Accounts for Agents (up to 5)
Custom-Built Website (up to 6 pages)
Training Portal for Onboarding Videos
Customized Dashboard with Carrier Info
Customized Service Workflows
VIP Developer Support (same-day)
100% Done-For-You Account Setup
🏢
Running an FMO or large agency?
We offer custom enterprise pricing for FMOs, IMOs, and agencies managing multiple agents at scale.