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Clear, Transparent Pricing with No Surprise Fees

The Right Platform for Every
Stage of Agency Growth

Choose your monthly software subscription. We clearly separate software access from variable telecom and optional marketing costs so you always stay in control of your budget.

✓ No Long-Term Contracts•✓ Cancel Anytime•✓ Unlimited Zoom & Phone Support + 24/7 Tech Chat
Category 1

Monthly Software Subscription

Covers your access to the core CRM, automated workflows, calendar system, contact pipelines, and onboarding.

Category 2

Usage-Based Charges

Carrier & pass-through telecom costs: SMS (~1.9¢/segment), phone calls (~2¢/min), emails (~0.19¢/email), phone numbers, and AI voice time.

Category 3

Optional Growth Services

Completely optional services you choose to purchase: Inbound Call Leads (Medicare $17+, ACA $48+, Final Expense $26+, Under 65 $40+ per call — fulfilled via third-party vendor, pricing subject to change), Direct Mail Postcards ($0.89+), Commission Tracking (from $75/mo), or Conciera services.

Most Popular
Professional Plan
$197 / month

Unlimited users with full support. The complete system for growth-oriented agents.

✓ Unlimited Users
✓ Full CRM, Pipeline & Contact Management
✓ Prebuilt Medicare & ACA Marketing Workflows
✓ Unlimited Websites with Free Monthly Hosting
✓ Ads Manager with Proven Ad Templates
✓ Unlimited 1-on-1 Zoom, Phone & Email Support
✓ 24/7 Tech Support via Live Chat
✓ Done-for-You A2P 10DLC Carrier Registration
Agency Plan
$497 / month

Unlimited agent logins with round-robin lead and calendar routing for growing agencies.

✓ Everything in Professional Plan, plus:
✓ Unlimited Agent Logins & Users
✓ Round-Robin Lead Assignment & Scheduling
✓ Shared Marketing Workflows for All Downline Agents
✓ Centralized Agent Sales Tracking & Reporting
✓ Access to Downline Accounts for Performance Review
✓ Complementary Website Build with Free Hosting
✓ 50% Off for Downline Agents
Done-for-You
Conciera
Let's Talk

Your completely done-for-you software and marketing solution for experienced agents and agencies ready to scale.

✓ Everything in Agency Plan, plus:
✓ Complete CRM Setup & Configuration, Done for You
✓ Custom Marketing Automations Built & Deployed
✓ Funnels, Websites & Landing Pages Designed
✓ AI Voice Agents & Chat Implemented
✓ Lead Generation & Ad Campaigns Managed
✓ A Dedicated Specialist Running Your Growth
✓ Unlimited Custom Videos, Designs, Logos & More — Every Month
✓ Commission Tracking Included
✓ Direct Mail Marketing Package Included
Premium Add-On

Commission Tracking — from $75/month

Track every policy, carrier commission, and downline override in one place. See exactly who's producing, what's pending, and what's been paid—without juggling spreadsheets or separate commission software.

Add Commission Tracking
Per-policy commission logging
Carrier & product breakdowns
Downline override tracking
Pending vs. paid reporting

Commission Tracking is a separately purchased monthly add-on and is not automatically included in any software subscription plan.

Interactive Usage Cost Estimator

See Exact Estimated Carrier & Telecom Costs

We don't hide telecom fees in your subscription. You pay wholesale pass-through usage with zero surprise markup.

Estimated Monthly Usage
$54.10 /mo
SMS Messages Sent/Received1,500 texts ($28.50)
0Est. ~1.9¢ / segment10,000
Emails Dispatched (Campaigns & Drips)4,000 emails ($7.60)
0Est. ~0.19¢ / email25,000
Phone Minutes (Live Inbound & Outbound)300 mins ($6.00)
0 minEst. ~2¢ / min2,000 min
Bilingual AI Receptionist Talk Time60 mins ($12.00)
0 minEst. 13¢–40¢ / min (varies by AI model)500 min
Why separate usage billing? Because you only pay for what you actually consume. An agent sending 200 texts isn't subsidizing an agency sending 50,000. AI voice rates vary by the model you choose ($0.13–$0.40/min), and all wallet top-ups are tracked live in your dashboard.
Read Billing Policy FAQ →
Transparent Checkout Acknowledgment

To ensure 100% billing transparency, every checkout requires affirmative acknowledgment of communication usage terms: