Simple, transparent pricing

Start free for 7 days. No credit card required. Cancel anytime.

MonthlyAnnual Save 20%

Lite

$69/mo

Perfect for independent agents and small agencies.

  • 1 agent seat
  • Up to 10 carriers
  • Statement upload & reconciliation
  • Missing payment detection
  • Basic reports
  • Email support
Most Popular

Pro

$256/mo

For growing agencies with multiple agents and carriers.

  • Unlimited agent seats
  • Unlimited carriers
  • Agent payroll & comp plans
  • Payment history pivot (12 months)
  • API access
  • Priority support
  • Everything in LITE

7-day free trial. No credit card required.

Compare plans

Feature
LITE
PRO
Agent seats
1
Unlimited
Carriers
Up to 10
Unlimited
Statement upload & parsing
Missing payment detection
Underpayment alerts
Basic reports
Agent payroll & comp plans
Payment history pivot (12 mo)
API access
Support
Email
Priority

Frequently asked questions

What counts as a statement?

Any CSV or Excel export from a carrier portal. We also support auto-pull from 20+ major carriers so you don't have to download anything manually.

Can I switch plans?

Yes, upgrade or downgrade anytime from your billing settings. Changes take effect at the start of the next billing cycle.

Is my data secure?

All data is encrypted at rest and in transit using AES-256 and TLS 1.3. We are HIPAA compliant and SOC 2 Type II certification is in progress.

What if I exceed my carrier limit on LITE?

You'll be prompted to upgrade to PRO. We never cut off your access to existing data — you can always view historical statements and reports.

Do you offer refunds?

We offer a 7-day free trial with no credit card required. After the trial, we don't offer refunds for partial months, but you can cancel anytime and your access continues until the end of the billing period.

Still have questions?

Start your free trial today — no credit card, no commitment.