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.
Monthly Software Subscription
Covers your access to the core CRM, automated workflows, calendar system, contact pipelines, and onboarding.
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.
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.
Unlimited users with full support. The complete system for growth-oriented agents.
Unlimited agent logins with round-robin lead and calendar routing for growing agencies.
Your completely done-for-you software and marketing solution for experienced agents and agencies ready to scale.
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.
Commission Tracking is a separately purchased monthly add-on and is not automatically included in any software subscription plan.
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.
To ensure 100% billing transparency, every checkout requires affirmative acknowledgment of communication usage terms:
