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Pricing

One seat. The whole stack.

One subscription covers quoting, policy tracking, commissions, texting and calling, with the Power Dialer and AI Sales Agent on Pro. One seat costs less than the separate tools it replaces. Every plan starts with a 7-day free trial, no charge until day 8. Upgrade or cancel anytime.

7-day free trial No charge until day 8 Cancel anytime No setup fees

What does one more placed policy cover?

Move the sliders to your own numbers. The math is right underneath, and it is the only math there is.

Estimated monthly commission
$5,196
20 x 4.33 weeks x 10% x $600
Placed per month8.7
Producer Stack$79.99
One extra placed policy pays for months of Producer Stack.
Estimate based on your inputs. Your results depend on your leads, your market, and your work.
Already paying for a separate CRM, dialer, texting platform and quoting tool? See what that stack usually costs.
Save 15% on any seat with annual billing
Basic Producer
Everything a solo producer needs to organize leads and start dialing.
$79.99
per month, billed monthly
Free for 7 days
  • Policy Tracker
  • Lead Management CRM
  • 250 Quotes / month
  • 200 AI Underwriter queries / month
  • Activity Dashboard
  • Calendar Integration
  • Cloud VoIP Softphone
  • Local Presence ID
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Most Popular
Pro Producer
For serious producers who want maximum call volume, including the AI Sales Agent.
$129.99
per month, billed monthly
Free for 7 days
  • Everything in Basic
  • AI Sales Agent: dials, qualifies, live-transfers
  • Power Dialer (batch calling)
  • 500 Quotes / month
  • 500 AI Underwriter queries / month
  • Bonus Tracker
  • Advanced Analytics
  • Goal & Pace Tracking
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Team Leader
For agency builders managing a downline and growing a team.
$199.99
per month, billed monthly
Free for 7 days
Recruiting perk: Your agents get Producer Stack at 30% off their seats when you're on Team Leader.
  • Everything in Pro
  • AI Sales Agent
  • 1000 Quotes / month
  • Unlimited AI Underwriter
  • Agency Management
  • Team Access & Dashboards
  • Downline seats 30% off
  • Priority Support & Dedicated Onboarding
  • Custom Agency Codes
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Features
Basic
Pro
Leader
Policy Tracker
Lead Management
Quotes
250/mo
500/mo
1,000/mo
AI Underwriter
200/mo
500/mo
Unlimited
Activity Dashboard
Calendar Integration
Cloud VoIP Softphone
Local Presence ID
AI Sales Agent (dials, qualifies, live-transfers)
Bonus Tracker
Power Dialer
Advanced Analytics
Agency Management
Team Access
Priority Support

The full rate card: every price we charge

Calling and AI usage are billed from your prepaid wallet: load a balance, usage drains it, every debit itemized down to the unit rate. If it's not in these tables, we don't charge for it.

Seats
Basic Producer$67.99/mo billed annually (15% off)
$79.99per month
Pro Producer≈ $110/mo billed annually (15% off)
$129.99per month
Team Leader$169.99/mo billed annually (15% off)
$199.99per month
Downline agent seatsWhen your team leader is on Team Leader. Seats only, never usage rates
30% offany seat
Free trialEvery plan, no charge until day 8
7 daysfree
Setup fees
$0always
Usage, from your prepaid wallet
Dialer minutesPower Dialer & softphone calling
$0.012per minute
AI voice minutesAI Sales Agent talk time. Drops to $0.065/min above 2,000 AI minutes in a month
$0.075per minute
Phone numbersUnlimitedAs many local numbers as you need
$2.00per number / month
Texting (SMS)Per text segment. Charged only when the carrier confirms delivery
$0.01per segment
Picture messages (MMS)Charged only when delivered
$0.03per message
Texting registrationOne time, each time a campaign is submitted to the carriers. Nothing monthly
$15.00one time
Anything elseIf it's not in this table, we don't charge for it
$0nothing hidden
The transparency promise: this rate card is the whole deal. No hidden fees means you can see all of them: seats, minutes, and numbers, itemized to the penny in your wallet.

Not sure which plan is right?

Call or text us at 920-422-7733. We'll help you pick the right plan for where you are in your production.

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