A LITTLE CLARITY GOES A LONG WAY

Your agency.
One straightforward plan.

Start solo. Bring your team. Grow from there.
One monthly price per account, with seats included.

Monthly billing · USD · No annual commitment
Explore today. No real charges. This is a working software demo. Prices below are proposed launch prices; checkout is owner-only Stripe sandbox testing. Real insurance integrations, team provisioning, and usage billing are not yet available.
LOOK AROUND

Preview

Get a feel for the workspace.

Free
No payment details requiredExplore the preview
  • Google sign-in
  • Navigate every workspace section
  • No CRM data or tools until approved
YOUR OWN PRACTICE

Solo

For the independent agent.

$79/month
Per account · 1 seat includedChoose Solo
  • Proposed full core CRM access
  • Contacts, conversations & tasks
  • Insurance workflow workspace
ROOM TO GROWBETTER TOGETHER

Team

A home base for a close-knit team.

$199/month
Per account · 5 seats includedChoose Team
  • Everything proposed in Solo
  • Five seats in the base price
  • Shared administration at launch
YOUR NEXT CHAPTER

Agency

For an established, growing team.

$399/month
Per account · 15 seats includedChoose Agency
  • Everything proposed in Team
  • Fifteen seats in the base price
  • Room for your next hires
NO PER-SEAT SURPRISES

Plan for your whole team.

A five-person Team account is $199 total—not $199 each. Add seats for $25 per month each. Communications and applicable taxes are separate.

$199/month · 5 seats totalContinue with this plan →
PAY FOR WHAT YOU USE

Keep usage separate.

Planned SMS, AI, phone usage, and number rental will use a prepaid wallet priced at actual provider cost × 1.5. Spending caps and opt-in top-ups keep you in control.

Not active in this demo. No unlimited messaging promises, hidden included-minute limits, or automatic wallet charges.

GOOD PEOPLE KNOW GOOD PEOPLE

Your network can pay you back.

Proposed referral rewards: choose 25% subscription credit or 20% cash commission for 12 months—not both.

Four equal-price, active paying referrals could cover your base subscription during the credit window. Rewards start after the second paid invoice; usage, taxes, refunds, and self-referrals are excluded. Program not yet active.

A FEW GOOD QUESTIONS

Clear before you commit.

Is this per seat or per account?

Per account. Solo includes one seat, Team includes five, and Agency includes fifteen. Additional seats are $25 each per month.

Does signing up or paying grant access?

No. Google sign-in creates a pending account. You can navigate the empty workspace immediately; an administrator must assign a role to unlock demo data and tools. Billing never grants an admin role.

Can I buy a production subscription today?

Not yet. You can save your plan preference and request access. Stripe checkout is restricted to owner-only test transactions. No real card should be used. Production billing will launch after the product, legal, security, and tax reviews.

Are carrier quotes, AI, or medical checks live?

No. This prototype uses fictional people, quotes, replies, and decisions. Carrier quoting, e-signatures, medical/pharmacy checks, underwriting, and real communications require separate integrations and may have additional costs.

Take a look. Find your rhythm.

Start with a free, navigation-only account.

Start with Preview →