Pricing
One flat price per plan for the whole workflow. No per-form fees, no surprises.
Simple, flat pricing
Two plans, every form included. No per-form fees.
MonthlyAnnual · 2 months free
Most popular
Agent
For the solo agent or small team.
$99/mo
billed monthly
Team size
4
1–4 users included
- Every form — nothing gated
- 1–4 users included
- Extra users just $29/mo each
- Fill yourself or send to your client
- Send to any underwriter, wholesaler, or MGA
- Reusable data + renewal prefill
Agency
For agencies that want their own brand.
$399/mo
billed monthly
- Everything in Agent
- White-label — your branded subdomain
- Your logo & colors
- Client & producer sharing
- 10 users included, +$29/user
- Priority support
Month-to-month — cancel anytime. No long-term contracts. Annual plans are simply billed once a year (two months free); you’re never locked into a multi-year commitment.
Pricing questions
- Is there a free trial?
- Yes — start free with no credit card. You only pay when you're ready to send real submissions.
- What counts as a “user”?
- A user is an agent, producer, or CSR with a login on your account. Clients who fill a form via a link are never charged as users.
- Can I add more users?
- Yes. The Agent plan includes 1–4 users; add more anytime at $29/user/mo — use the Team size calculator to see your total. The Agency plan includes 10 users and scales the same way.
- What's the difference between Agent and Agency?
- Both include every form. Agency adds white-label — your own branded subdomain, logo, and colors, plus client/producer sharing — so submissions happen under your brand.
- Do you charge per form?
- No. Every plan is one flat price for the whole workflow — no per-form or per-submission fees.
- Can I switch plans or cancel?
- Anytime. Upgrade, downgrade, or cancel from your account; annual plans are billed yearly at two months off.
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