How pricing works
InsureTrek is priced by organization size and the work you need done. Book a demo and we'll tell you what it costs.
Book a demoIndividual producers
$7per application
Track your licenses free. Pay only when you file.
Key features:
- Track licenses and appointments free
- Apply for a new state license for $7 per application
- Renewal and expiration alerts included
Teams
Custompriced by organization
Agencies, FMOs, carriers, and MGAs. Any size, from your first producer.
All the features of Individual producers, and:
Team management
- Licensing
- Appointments
- Hierarchy
Operations
- Alerts and renewals
- Contracting (beta)
- API access
- Dedicated implementation available
The Test Drive
90 daysthen you decide
Run InsureTrek on your real producers, licenses, and appointments before you buy.
- Full Teams feature set
- Your real producers, licenses, and appointments
- Walk away if it isn't working
What drives the price
For agencies, FMOs, carriers, and MGAs, three things set the number.
Producer count. How many producers you're tracking today, and how fast that number is growing.
The work you need done. Which modules you run, and how much of the licensing work InsureTrek takes on for your team.
Implementation scope. How hands-on a rollout you need: data import, states, and integrations.
Compare features
| Feature | Producers | Teams |
|---|---|---|
| Licensing | ||
| Track licenses and CE | ||
| File applications via NIPR ($7 plus the state fee for producers) | ||
| Automatic renewals | ||
| Resident and non-resident tracking | ||
| Appointments and contracting | ||
| Appointment tracking | ||
| Carrier contracting | Beta | |
| Termination workflows | ||
| Team and hierarchy | ||
| Team dashboard | ||
| Producer self-serve portal | ||
| Bulk import | ||
| Multi-level hierarchy and roll-up reporting | ||
| Exports | ||
| Alerts and data | ||
| Renewal and expiration alerts | ||
| Compliance alerts (regulatory actions) | ||
| NIPR-synced data | ||
| API access | ||
| Support and implementation | ||
| Standard launch | ||
| Email support | ||
| Dedicated implementation | Available | |
| Test Drive availability | ||
What's included with every plan
- Test Drive available: 90 days in production on your own producers. Learn more
- SOC 2. See our Trust Center
- NIPR-connected data · Official NIPR reseller
Frequently asked questions
Is there a minimum agency size?
No. There's no producer minimum, and small agencies run on the same platform as national networks. Most licensing vendors won't take an agency under a few hundred producers; we will.
How is pricing determined?
Pricing is based on producer count and which modules you need.
Can we run InsureTrek alongside our current system?
Yes.
How do individual producers pay?
Producers pay $7 per license application sent to a state. Tracking your licenses and appointments is free.
What does implementation look like?
It depends on your data, states, and integrations, so we scope it with you before you start. If you want to see InsureTrek on your own producers first, ask about the Test Drive: 90 days in production.
Can we see pricing before a demo?
The price depends on your producer count and which modules you run, so there isn't one number to publish. Book a demo and we'll give you a quote for your organization.