Packages

Choose the capacity your agency needs.

Reader limits apply by company tree, so selecting a company includes its supported formats.

Preliminary pricing: these planning prices may change before commercial launch. A customer accepts the exact price presented in their activation offer.
Basic
$49.99 / month
  • 1 agency
  • 5 company trees
  • 3 included producer invitations
  • Secure administrator portal
  • Branded producer statements
Ask about Basic
Plus
$149.99 / month
  • 2 agencies
  • 10 company trees
  • 6 included producer invitations
  • Secure administrator portal
  • Branded producer statements
Ask about Plus
Premium
$499.00 / month
  • Unlimited agencies
  • Unlimited company trees
  • Unlimited producer invitations
  • Secure administrator portal
  • Branded producer statements
Ask about Premium
Side-by-side comparison

See exactly what each package includes.

Green checks show included capacity or features. Red Xs show where the next package level adds more.

Compare packages side by side
FeatureBasicPlusPremium
Monthly package price$49.99$149.99$499.00
At least 1 agency✓✓✓
At least 2 agencies✕✓✓
Unlimited agencies✕✕✓
At least 5 company trees✓✓✓
At least 10 company trees✕✓✓
Unlimited company trees✕✕✓
At least 3 producer invitations✓✓✓
At least 6 producer invitations✕✓✓
Unlimited producer invitations✕✕✓
Secure administrator portal✓✓✓
Branded producer statements✓✓✓
Monthly add-ons available✓✓✓
Monthly add-ons

Expand when you need to.

Each additional carrier/company, producer, or agency is $29.99 per month and appears on the same monthly bill as the package.

New carrier/company

$29.99 / month

Add one additional company tree and its supported reader formats.

New producer

$29.99 / month

Add one additional active producer beyond the package allowance.

Another agency

$29.99 / month

Add one additional agency beyond the package allowance.

Preparing for launch: Customer account creation and secure checkout will open after the production service is ready. Contact sales about a package today.