$$69/Month
- $199 setup fee
- Includes up to 15 users
- 30-day money-back guarantee
Choose the right plan for your business.
| Packages | Lite | Gold | Platinum | Diamond | Enterprise | Enterprise MGA |
| Features Comparison |  |
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| 100% Cloud-Based System ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Office Based Licensing ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Unlimited Training and Support ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| X-Date Tracking ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Import/Export Customers and Prospects ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Google Map Integration | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Automated Reporting ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Rater Integration ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Sweep Tracking and Reconciliation ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Telephony Integration ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Accounting Reports ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Unlimited Documents and Storage ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Rolodex ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Employee End-of-Day Tab ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Hyperlink to Insurance Company ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Mail Label Processing ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Company Announcements ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Custom Fields ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Forms Upload ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Letter Blasts ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Alert Fields ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Multi-Office Customization ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Task Management ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Time Clock ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Direct Scan ⓘ |
Extra $10/month |
[fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Carrier Downloads ⓘ |
Extra $40/month |
[fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |
| Dashboard ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | ||
| Email and Texts Blasts ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | ||
| Drag-and-Drop Attachments ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | ||
| Bank Deposits and Reconciliations ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | ||
| ACORD Forms ⓘ |
Extra $15/month |
Extra $15/month |
[fa icon="check"] | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] |
| Commission Reconciliation ⓘ |
Extra $20/month |
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| Custom Workflows ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |||
| Automated Marketing ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |||
| General Ledger ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |||
| Batch Barcode Scanning ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |||
| Task Calendar ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |||
| Agent Dashboard ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |||
| Customer Types ⓘ | [fa icon="check"] | [fa icon="check"] | [fa icon="check"] | |||
| Submissions Generator ⓘ | [fa icon="check"] | [fa icon="check"] | ||||
| File Locker ⓘ | [fa icon="check"] | [fa icon="check"] | ||||
| Additional Services (per month) | ||||||
|---|---|---|---|---|---|---|
| DocMatrix ⓘ |
$49 |
$49 |
$49 |
$49 |
$49 |
$49 |
| Speech-to-Text Notes and Tasks ⓘ |
$25 |
$25 |
$25 |
$25 |
$25 |
$25 |
| Texting ⓘ |
$25 |
$25 |
$25 |
$25 |
$25 |
$25 |
| Independent Brokers ⓘ |
$35 |
$35 |
$35 |
$35 |
$35 |
$35 |
| Smart Harbor Integration ⓘ |
$39 |
$39 |
$39 |
$39 |
$39 |
$39 |
| Extra Block of 5 Management System Users |
$100 |
$100 |
$100 |
$100 |
$100 |
$100 |
| Extra Block of 5 DocMatrix Users |
$29 |
$29 |
$29 |
$29 |
$29 |
$29 |
| Nationwide DocVault Integration |
$19 |
$19 |
$19 |
$19 |
$19 |
$19 |
