Pricing

Features Availability

All of our plans include full access to every system feature, with the only limitations being the number of users and locations.

Pay-Per-Agent

S29.99 / month

  • 1 Agents Included
  • Sales Management
  • Leads Management
  • Quote/Proposals Management
  • Action Requests
  • Quality Assurance Audits
  • Automation Tools
  • Multiple Locations: Max 2
  • Lead Entry Forms
  • Internal messenger
  • Interactive Discussions
  • Department Management
  • Announcements

Agency Basic

$149.99 / month

  • 5 Agents Included - Additional $19.99
  • Sales Management
  • Leads Management
  • Quote/Proposals Management
  • Action Requests
  • Quality Assurance Audits
  • Automation Tools
  • Multiple Locations: Max 2
  • Lead Entry Forms
  • Internal messenger
  • Interactive Discussions
  • Department Management
  • Announcements

Wholesale/Agency Platinum

Contact Us

  • Unlimited Agents/Underwriters
  • Sales Management
  • Leads Management
  • Quote/Proposals Management
  • Action Requests
  • Quality Assurance Audits
  • Automation Tools
  • Unlimited Locations
  • Lead Entry Forms
  • Internal messenger
  • Interactive Discussions
  • Department Management
  • Announcements
  • Wholesale Products Management
  • Retail Brokers Management
  • Retail Brokers Commission Statements
  • Retail Brokers Commission Distribution
  • Retail Brokers Portal at:
    InsuranceSubmission.com
  • Retail Brokers Customization - Additional Service

Customized Plans

Depending on your agency size, we cater for larger agencies by offering customized subscription plans, and customized integrations. Contact us if you have any questions.

Insurance Sales Tracking

Building Stronger Connections Between You and Your Clients.