Pricing
Simple monthly pricing
One straightforward plan for agents and planners — plus Enterprise when your agency needs more.
Most popular
Pro
Built for agents and planners who want a consistent system for coverage needs analysis, follow-up, and client engagement.
$150/month
- Visual coverage reviews & needs analysis
- Unlimited clients & client portal
- Agent & client analytics
- Automated follow-up reminders
- Email & chat support
Enterprise
For agencies with custom needs, volume, and advanced controls.
Custom
- Everything in Pro
- SSO & role-based controls
- Dedicated onboarding & training
- Priority support & SLA
- Custom integrations
Prices shown are illustrative placeholders for this first draft.
Built for both sides
Sign up and start organizing your client relationships today
For insured
Understand & manage your coverage.
Visualize coverage needs
Understand what you have and what is missing.
All policies in one place
View life, disability, and LTC coverage together.
Ongoing insights
Update your profile as life changes and new needs surface.
For agents
Grow your book of business.
Agents at the center
Support the full protection conversation.
More contracts sold
Automated reminders for quotes and planning opportunities.