Pricing

check available plans for your agency

Essentials
$99
Professional
$149
Business
$295
Enterprise
Number of Users Included
1
2
5
50+
Cost Per Additional User License
$39
$39
$39
$39
Client and Policy Management
Document Storage
Acord Forms
Custom Workflow Management
Sales Pipeline Management
Renewal Center
Agency Overview Dashboard
Interactive Reports
Billing / Accounting
Commission Reconciliations
Supplemental PDF Forms Mapping
Intake PDF Forms Mapping
IVANS Carrier Downloads
Support for Multiple Y Accounts
Email Synchronization - WebMail
Insured Portal
Whitelabeled URL
Free one-way Texting
Two-way Texting / SMS / MMS
Twilio **
Twilio **
Twilio **
Mass Texting
CSR Services **
Private Server Environment
Interface / Functionality Customization
Onboarding
Basic
Basic
Extended
Dedicated Account Manager
Training
Self (NowCerts University)
Initial
Initial + New Employees
Dedicated Account Manager
Support
Online Support Center
Video Conferencing
Video Conferencing
Dedicated Account Manager
Files Storage Space
10 GB
25 GB
100 GB
1 TB
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Integrations
May Require an Upgrade
Enabled
Enabled
Custom Integrations
Open API
Up to 3 API Integrations
Unlimited API Integrations
Unlimited API Integrations
Zapier
Requires an API User
Included
Included
PL Raters Integration
Online MGAs Integration
QuickBooks Integration
e-Signature **
e-Payment Processing
Finance Companies Integration
Telephony/VOIP Integration
CRM Integrations
Lead Generator Integrations
Outlook E-Mail & Calendar Integration
Google / G-Suite Integration
OneDrive / Sharepoint Integration
Automate 365 Integration
Robo Center Integration
Custom & Scheduled Reports
Customizable User Dashboard
Data Import Facility
Data Export to Excel
Broker / Wholesaler Functionality
Aggrigator Functionality
eServicing (access to Carrier Portals)
* Limits may apply
** Additional Cost
*** Annual Payment = 13th Month Fee