Pricing that makes sense
Plans for everyone from independent agents to the largest organizations, starting way cheaper than the other guys.
For Agents
View Your Licenses
Free
See all your current licenses and appointments in one place.
Get Alerted on Expiring Licenses
Free
Receive notifications before your licenses expire.
State License Application
$6
/ app
Charged per application successfully sent to a state DOI.
For Agencies
View Your Team's Licenses
Free
See all your team's licenses and appointments in one place.
Automatic License Renewals
Free
Receive notifications before your team's licenses expire.
State License Application
Free
Free for all agents in your agency.
Tracked NPN
$20
/ mo
Charged monthly for however many NPNs were tracked in your
team that month.
For Uplines
View Your Downline Licenses
Free
See all your downline's licenses and appointments in one
place.
Downline License Applications
Custom
Custom pricing for managing downline license applications.
Manage Your Hierarchy
Custom
Custom pricing for managing your organizational hierarchy.
Tracked NPN
Custom
Custom pricing for tracking NPNs in your downline.
State Licensing
Agents
Agencies
Uplines
Apply for Agent Licenses
Submit new agent license applications in any jurisdiction
✓
✓
✓
Renew Agent Licenses
Automatic and manual agent license renewal management
✓
✓
✓
View Appointments
View all current insurance appointments in one place
✓
✓
✓
Background Questions
Save background question responses for easy reuse
✓
✓
✓
Employment History
Maintain employment history for license applications
✓
✓
✓
License Reminders
Automated alerts before license expiration dates
✓
✓
✓
Renewal Alerts
Notifications when manual intervention is required
✓
✓
✓
Apply for Agency Licenses
Submit new agency license applications electronically
—
✓
✓
Renew Agency Licenses
Automatic and manual agency license renewal management
—
✓
✓
Team Management
Agents
Agencies
Uplines
Manage Licenses Across Your Team
Oversee licensing for all team members from one dashboard
—
✓
✓
Manage Profiles Across Your Team
Complete and manage agent profiles and applications
—
✓
✓
Bulk Import Agents
Import multiple agents at once using CSV or Excel files
—
✓
✓
Producer Portals
Provide agents with their own portal for managing licenses
—
✓
✓
Admin-Only Mode
Restrict certain functions to admin users only
—
✓
✓
Territories
Define and manage agent territories and assignments
—
✓
✓
Export Active Licenses
Generate reports showing all active licenses across your team
—
✓
✓
Export Active Agents
Generate reports of all active agents and their status
—
✓
✓
Export Licensing Costs
Generate comprehensive cost analysis and reporting
—
✓
✓
Configurable Billing
Customize billing settings and payment options for your team
—
✓
✓
Organization
Agents
Agencies
Uplines
Onboard Downline Agencies
Tailored onboarding process for downline agencies
—
—
✓
Onboard Downline Agents
Tailored onboarding process for downline agents
—
—
✓
E-Sign Agreements
Electronic signature capability for onboarding agreements
—
—
✓
Upload Documents
Document upload functionality for onboarding processes
—
—
✓
Manage Hierarchy For Lines Of Business
Manage complex organizational hierarchies by lines of business
—
—
✓
Manage Hierarchy For Carriers
Manage complex organizational hierarchies by carriers
—
—
✓
Manage Commission Tiers For Carriers
Monitor and manage commission structures across your network
—
—
✓
Manage Change Requests
Handle and track change requests across your organization
—
—
✓
Off-Board Downlines
Manage the off-boarding process for downline agents and agencies
—
—
✓
Support
Agents
Agencies
Uplines
User Guide
Comprehensive user guide and documentation
✓
✓
✓
Email Support
Email-based customer support for questions and issues
—
✓
✓
Dedicated Support
Priority support with dedicated account management
—
—
✓
Personalized Onboarding
Customized onboarding process tailored to your needs
—
✓
✓
API
Full API access for integrations and custom development
—
✓
✓
Custom Implementations
Tailored feature development and custom integrations
—
—
✓