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  • Independent Agent
  • Allstate Agent
  • Farmers Agent
  • Monthly
  • Annually -10% Discount

Essential

$99.00/month $89.10/month
Plan Details

Growth

$159.00/month $143.10/month
Plan Details

Pro

$249.00/month $224.10/month
Plan Details

All plans include up to 15 users

Multiple Location Agency

$109.00/month
Plan Details

Single Location Agency

$87.00/month
Plan Details

Essential

$99.00/month $89.10/month
Plan Details

Growth

$159.00/month $143.10/month
Plan Details

Pro

$249.00/month $224.10/month
Plan Details

All plans include up to 15 users

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Essential

Plan Details
$99.00 per month $89.10 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
  • Setup Help (1-on-1)
  • Training (Group)

Growth

Plan Details
$159.00 per month $143.10 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
$249.00 per month $224.10 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)

Essential

Plan Details
$99.00 per month $89.10 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
  • Setup Help (1-on-1)
  • Training (Group)

Growth

Plan Details
$159.00 per month $143.10 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)

Pro

Plan Details
$249.00 per month $224.10 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)

Multiple Location Agency

Plan Details
$109.00 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
$87.00 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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