Transparent Pricing

Three plans.
Zero surprises.

Every plan includes our battle-tested insurance automation system — built and run on our own agency. 90-day commitment, then month-to-month. Add workflows and features à la carte anytime.

Monthly
Annual Save up to $1,188/yr
Plan 01
Base
$247 /mo
1 user seat · 90-day commitment
Save $492/yr — just $206/mo
  • Full Automation System — pre-built workflows, templates & campaigns
  • Built-In AI — Conversation AI + Voice AI (inbound)
  • CRM & pipeline management
  • Speed-to-Lead, Cold Lead & Long-Term Nurture workflows
  • Birthday, holiday & reputation campaigns
  • Missed call text-back & appointment reminders
  • Unified inbox (call, text, email)
  • Lead Activity dashboard
  • Email support (48hr response)
Get Started with Base
Most Popular
Plan 02
Core
$397 /mo
4 user seats · 90-day commitment
Save $792/yr — just $331/mo
  • Everything in Base, plus:
  • 2 AI Voice Agents — inbound receptionist + outbound
  • AI-powered lead qualification & appointment booking
  • After-hours call answering with live transfer
  • Outbound AI campaigns (no-show recovery, follow-up)
  • Lead Activity + Pipeline Health dashboards
  • Basic AMS integration (1 Zapier template)
  • Email + chat support (24hr response)
Get Started with Core
Plan 03
Scale
$597 /mo
Unlimited seats · 90-day commitment
Save $1,188/yr — just $498/mo
  • Everything in Core, plus:
  • 4 AI Voice Agents — inbound, outbound, overflow & custom
  • 5 Campaigns included — Renewal, Cross-Sell, Win-Back, Onboarding & Referral
  • 1 Standard Landing Page included
  • Full AMS integration (AgencyZoom, NowCerts, HawkSoft)
  • All 3 dashboards + monthly performance report
  • Dedicated Slack channel + priority build queue
  • Monthly 1-on-1 strategy call
Get Started with Scale

*All plans require a 90-day commitment, then continue month-to-month. Annual plans billed upfront. Small usage-based fees apply for AI call minutes (~$0.17/min for connected calls) and SMS/email volume. Most agencies see $40–80/month in usage fees. Full details provided during onboarding.

Power-Ups

Extend your platform.
Anytime.

One-time builds and add-ons available for any plan. Need campaigns like Renewal, Cross-Sell, or Win-Back? They're included in Scale — or purchase individually below.

Additional AI Voice Agent
Custom-built voice agent for overflow, a dedicated outbound campaign, or a new line of business. Includes scripting, testing, and deployment.
$199 one-time
Purchase
Custom Email/SMS Campaign
Targeted drip sequence custom-built for a specific line of business — includes templates, workflow, and full CRM integration.
$499 one-time
Purchase
Landing Page: Standard
High-converting single page with CRM form integration and mobile optimization. Scale plan includes one free — additional pages at this price.
$499 one-time
Purchase
Landing Page: Advanced
Full custom build with quote request forms, CRM field mapping, Meta/Google pixel tracking, and mobile-first design. Built for paid ad campaigns.
$799 one-time
Purchase
Common Questions

Before you ask

What's included in the setup?
Setup is included at no extra cost. We handle everything: CRM configuration, AI voice agent training, workflow automation builds, campaign creation, and integration with your existing tools. No setup fee, no surprise charges — just your monthly subscription.
What's the 90-day commitment?
All plans require a 90-day minimum commitment. You still pay monthly — there's no lump sum upfront. After 90 days, your plan continues month-to-month at the same rate and you can cancel anytime. The 90-day window gives us time to build, launch, and optimize your system so you see real results.
Can I upgrade later?
Yes — upgrade from Base to Core or Core to Scale anytime. Scale includes five done-for-you campaigns (Renewal, Cross-Sell, Win-Back, Onboarding, Referral), a landing page, full AMS integration, and 4 AI voice agents — over $1,800 in value that Core customers would need to buy separately. Most agents start on Core and upgrade within 3–6 months.
How fast can I be up and running?
Most agents are fully live within 7–10 business days. Your CRM and pipeline are active the same day you purchase. From there, our tech team handles A2P registration, email routing, and calendar setup while we build your custom AI agents and campaigns. Two training calls get your team up to speed, then we monitor and optimize for 30 days.
What's the difference between Built-In AI and AI Voice Agents?
Base includes built-in Conversation AI (handles text/SMS conversations) and Voice AI (answers inbound calls). Core and Scale add our custom AI Voice Agents — purpose-built voice agents trained on your agency's scripts, with advanced features like outbound calling, live transfer, and multi-campaign management.
Do you work with captive and independent agents?
Both. We have Farmers, Allstate, and State Farm agents alongside independents. The platform is flexible enough to work within carrier compliance requirements while still giving you a competitive edge.
Still Have Questions?

Let's talk about your agency.

Book a 30-minute demo and we'll walk you through the platform live — no slides, no pitch deck, just the tools running inside a real agency.

Book a Demo