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  • Independent Agent
  • Allstate Agent
  • Farmers Agent
  • Monthly
  • Annually

Essential

$149.00/month $119.20/month Billed $1,430.40 annually
Plan Details

Growth

$199.00/month $159.20/month Billed $1,910.40 annually
Plan Details

Pro

$349.00/month $279.20/month Billed $3,350.40 annually
Plan Details

All plans include up to 7 users

Multiple Location Agency

$129.00/month
Plan Details

Single Location Agency

$99.00/month
Plan Details

Essential

$149.00/month $104.30/month Billed $1,251.60 annually
Plan Details

Growth

$199.00/month $139.30/month Billed $1,671.60 annually
Plan Details

Pro

$349.00/month $244.30/month Billed $2,931.60 annually
Plan Details

All plans include up to 7 users

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Essential

Plan Details
$149.00 per month $119.20 per month
  • Prospecting automation
  • Goal management
  • Zapier integration
  • AMS integration
  • Onboarding automation
  • Revenue tracking
  • Lead management
  • Lead integration
  • Rater integration
  • Sales tracking
  • Activity reports
  • Task management
  • Producer referral sites
  • Chat support
  • Training (Group)

Growth

Plan Details
$199.00 per month $159.20 per month
  • Prospecting automation
  • Goal management
  • Zapier integration
  • AMS integration
  • Onboarding automation
  • Revenue tracking
  • Lead management
  • Lead integration
  • Rater integration
  • Sales tracking
  • Activity reports
  • Task management
  • Google Reviews
  • Renewal automation
  • 2-way email integration
  • 2-way texting integration
  • Calendar
  • Video Library
  • Producer referral sites
  • Chat support
  • Setup Help (1-on-1)
  • Training (Group)

Pro

Plan Details
$349.00 per month $279.20 per month
  • Prospecting automation
  • Goal management
  • Zapier integration
  • AMS integration
  • Onboarding automation
  • Revenue tracking
  • Lead management
  • Lead integration
  • Rater integration
  • Sales tracking
  • Activity reports
  • Task management
  • Google Reviews
  • Renewal automation
  • 2-way email integration
  • 2-way texting integration
  • Calendar
  • Video Library
  • Events automation
  • Service center
  • Click to call
  • AgencyHR
  • Producer referral sites
  • Activity tracker
  • Chat support
  • Setup Help (1-on-1)
  • Training (1-on-1)

Pro

Plan Details
$349.00 per month $244.30 per month
  • Folio sales reports
  • Prospecting automation
  • Goal management
  • Zapier integration
  • Onboarding automation
  • Revenue tracking
  • Lead management
  • Lead integration
  • Sales tracking
  • Activity reports
  • Task management
  • Google Reviews
  • Renewal automation
  • 2-way email integration
  • 2-way texting integration
  • Calendar
  • Video Library
  • Events automation
  • Service center
  • Click to call
  • AgencyHR
  • Producer referral sites
  • Activity tracker
  • Chat support
  • Setup Help (1-on-1)
  • Training (1-on-1)

Essential

Plan Details
$149.00 per month $104.30 per month
  • Folio sales reports
  • Prospecting automation
  • Goal management
  • Zapier integration
  • Onboarding automation
  • Revenue tracking
  • Lead management
  • Lead integration
  • Sales tracking
  • Activity reports
  • Task management
  • Producer referral sites
  • Chat support
  • Training (Group)

Growth

Plan Details
$199.00 per month $139.30 per month
  • Folio sales reports
  • Prospecting automation
  • Goal management
  • Zapier integration
  • Onboarding automation
  • Revenue tracking
  • Lead management
  • Lead integration
  • Sales tracking
  • Activity reports
  • Task management
  • Google Reviews
  • Renewal automation
  • 2-way email integration
  • 2-way texting integration
  • Calendar
  • Video Library
  • Producer referral sites
  • Chat support
  • Setup Help (1-on-1)
  • Training (Group)

Multiple Location Agency

Plan Details
$129.00 per month
  • Lead management
  • Comp calculator with chargebacks
  • Goal management
  • Revenue tracking
  • Lead integration
  • Sales tracking
  • Activity reports
  • Task management
  • Renewal automation
  • Lead vendor integration
  • Sales goal management
  • Producer referral sites
  • Activity tracker
  • Winback automation
  • Custom lead pipelines
  • New business checklist
  • Mobile App (iOS, Android)
  • Multiple location management
  • Chat support
  • Setup Help (1-on-1)
  • Training (1-on-1)

Single Location Agency

Plan Details
$99.00 per month
  • Lead management
  • Comp calculator with chargebacks
  • Goal management
  • Revenue tracking
  • Lead integration
  • Sales tracking
  • Activity reports
  • Task management
  • Renewal automation
  • Lead vendor integration
  • Sales goal management
  • Producer referral sites
  • Activity tracker
  • Winback automation
  • Custom lead pipelines
  • New business checklist
  • Mobile App (iOS, Android)
  • Chat support
  • Setup Help (1-on-1)
  • Training (Group)
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