Pricing built for insurance agencies
Start with the essentials, add collaboration when your team is ready, and unlock AI intake when you want full automation.
Starter
The essentials to get your pipeline moving
Billed monthly
Growth
Collaboration and tracking for growing teams
Billed monthly
The Full Package
AI automation + everything, unlimited
Billed monthly
Plan overview
Choose the plan that fits your agency
Every plan includes the pipeline and sales tracking foundation. Upgrade for collaboration tools, commission management, and AI automation.
Starter
Solo producers and small offices with the essentials from day one.
- ✓Visual lead pipeline
- ✓Log and track every sale
- ✓23+ insurance carriers built in
- ✓Basic sales reports
- ✓Follow-up reminders
Growth
Collaboration and visibility for growing teams ready to scale.
Everything in Starter, plus:
- ✓Website
- ✓Automatic commission calculations
- ✓Advanced sales reports
- ✓Ready-to-quote forms
- ✓Team chat and direct messages
The Full Package
AI automation plus everything else in one complete agency OS.
Everything in Growth, plus:
- ✓AI chatbot that collects client info 24/7
- ✓Jump into AI chats live
- ✓Unlimited team members
Reward credits
Earn up to $35 off your first month
Complete onboarding milestones and the credits are automatically applied at checkout.
Complete onboarding
$10 credit
Set up first commission plan
$5 credit
Log first sale
$5 credit
Invite first team member
$5 credit
Send first review request
$5 credit
Fill out first client form
$5 credit
“We started on Starter just to try the pipeline. Within a month we upgraded to the Full Package. The AI intake alone pays for itself by catching leads overnight.”
Agency Owner
Independent Insurance Agency
Frequently asked questions
What are the differences between the plans?
Starter gives you the core pipeline and sales tracking for up to 3 users — the essentials to manage leads and log sales. Growth adds a website, commission tracking, team chat, lead forms, Google Reviews, and expands to 5 users. The Full Package unlocks AI client intake, jump-in live chat, and unlimited team members.
Can I upgrade or downgrade anytime?
Yes. Change your plan at any time from your billing settings. Upgrades take effect immediately. Downgrades take effect at the start of your next billing cycle.
How does billing work?
Choose monthly or yearly billing. Yearly saves 10% across all plans. You can switch between monthly and yearly at any time.
Is there a free trial?
Yes — every plan starts with a free trial. No credit card required. Explore the platform and set up your agency before committing. Complete onboarding milestones to earn credits toward your first paid month.
What happens if I hit the user limit?
Starter includes 3 users and Growth includes 5. If you need more, upgrade to The Full Package which includes unlimited users. Additional costs may apply for larger teams.
Can I cancel anytime?
Absolutely. Cancel from your billing settings at any time. No contracts, no cancellation fees. If you're on an annual plan, your access continues through the end of your billing period.
How do reward credits work?
Complete onboarding milestones (like logging your first sale or inviting a team member) to earn up to $35 in credits. Credits are automatically applied to your first paid month — no code needed. Available on all plans.
Do I need a separate CRM or AMS?
No. Even the Starter plan includes a full CRM pipeline and sales tracking. Higher tiers add more tools, but you never need to integrate separate software for the basics.
What kind of support do you offer?
Every plan includes access to OfficeHubb support chat inside the app plus the public docs hub for customer-safe setup and workflow guidance. The Full Package adds AI-assisted triage for common questions before connecting you with a real person.