Simple, transparent pricing

Plans that grow with your agency, from solo producer to full team.

Per seat

One price for everyone on the team. Two-seat minimum.

$20per seat / month

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  • Unlimited proposals
  • All templates + AI customization
  • Side-by-side carrier comparisons
  • Personal agent video embeds
  • Client reviews display
  • Team profiles & agency bio
  • Call-to-action buttons

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Trusted by top insurance companies

  • USI
  • Branch
  • Leavitt Group
  • TWFG Insurance
  • Unico
  • NFP
  • Roamly
  • Heffernan Insurance Brokers
  • Plexus
  • Pekin Insurance
  • Newfront
  • Acrisure

Questions about pricing

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How does per-seat pricing work?

You pay $20 per seat each month. A seat is anyone who logs in and uses the product. Add seats as the team grows; you are billed for the seats on your account.

What is the two-seat minimum?

Every workspace starts at two seats, so the lowest monthly bill is $40. If you only need one person on the account for a while, you still pay for two seats.

Can we add or remove seats later?

Yes. Add seats any time and they are prorated for the rest of the month. Removing a seat takes effect at the next billing date.

Is there a free trial?

Yes. You get 14 days of the full product before anything is billed. If you continue, you start on two seats at $20 each.

Can we cancel any time?

Yes. There are no setup fees and no annual lock-in. Cancel from the account and you will not be billed again.

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  • Unlimited proposals
  • Setup takes minutes
  • No contracts

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