One price for your whole agency
You pay for the agency. Your downline agents ride free on your plan, with no per-seat surprises as you recruit. Every plan starts with a 14-day free trial.
Small agencies getting off spreadsheets.
- ✓ Up to 15 agents
- ✓ Automated carrier feed ingestion
- ✓ Book of business + scheduled reports
- ✓ Contract pipeline & licensing alerts
Agencies building a real downline.
- ✓ Up to 75 agents
- ✓ Everything in Starter
- ✓ Per-agent report distribution
- ✓ Tickets with SLA tracking
Large hierarchies and IMOs.
- ✓ Unlimited agents
- ✓ Everything in Growth
- ✓ Compliance dashboard + PHI reports
- ✓ Priority support
Pricing questions
Do my downline agents pay for seats?
No. You pay for the agency; every agent in your downline rides free on your plan up to its roster limit. Starter covers up to 15 agents, Growth up to 75, and Scale is unlimited.
Is there a free trial?
Yes. Every plan starts with a 14-day free trial. You can cancel anytime during the trial and you will not be charged.
What happens if my roster outgrows my plan?
You can move up a plan at any time and the change takes effect immediately. Your hierarchy, carrier feeds, and reporting history carry over untouched.
Does every plan include carrier feed ingestion?
Yes. Automated carrier SFTP ingestion, book-of-business reporting, and commission tracking are included on every plan, starting with Starter.
See what every plan includes
Put your whole downline on the grid
Start your 14-day free trial. Cancel anytime; your agents ride free.