Flexible features & pricing
The complete workspace. One straightforward plan.
Start with the core tools your agency needs to manage daily insurance work, without being forced into an oversized, complex system.
Everything you need
Core plan
Clients, policies, quotes, renewals, claims, documents, notes, communications, and activity into one clear place, designed around how insurance agencies operate.
Dashboards, activities, and collaboration
See priorities, track activity, share notes, and coordinate work across the team.
Customers and associated records
Customer records connected with their history, communications, assets, policies, and other related records.
Quotes, policies, renewals, and claims
Manage the workflow, supporting documents, tracking, and follow-up.
Document management and storage
Organize documents around your customers, and associated resources like policies, claims, and assets.
User and team management
Manage team members, roles, access, and ownership of shared work.
Customizable settings
Configure fields and workspace settings to support the way your agency works.
Save $78.00 per user / year
Includes the complete core workspace.
- Free trial
- 14 days
- Credit card
- Not required
- Setup help
- Included
Custom development
Need custom features?
If you have specialized requirements beyond the core workspace, we can work with you and built perfectly for your needs.
Custom development is scoped and priced separately, subject to discovery, technical review, and availability.
Get your workspace today.
Ready to simplify your insurance work?
Start your free trial today.
We'll help your team get started.
- 14-day free trial
- No credit card required
- Setup help included