Simple, transparent pricing
Start free. Upgrade when you’re ready. No long-term contracts, no per-envelope fees, no vendor markups — ever.
- Full CRM & customer 360
- Pipeline & task management
- Book import from CSV
- 25 AI document scans / mo
- Everything in Starter
- Unlimited AI dec-page reading
- E-signatures — unlimited, no per-envelope fees
- Email-to-task & auto-filing (Outlook or Gmail)
- Carrier appetite & cross-sell engine
- Bring your own rater
- Everything in Professional
- Carrier download (IVANS / AL3)
- Calling & texting with recordings + transcripts
- Commission statements, reconciled
- Roles, permissions & audit controls
- White-glove book move-in
Enterprise & networks
Multi-location agencies, clusters, and networks. Custom security review, SSO, dedicated support, and volume pricing.
Dax is in beta — beta agencies use everything free. Prices shown are illustrative and will be finalized before launch.
Pricing questions
Yes — Starter is free forever for a single agent with up to 250 customers, so you can get organized before you ever pay a cent.
The prices shown are illustrative placeholders while we're in beta — beta testers use everything free. Final pricing will be published before general availability.
Yes. E-sign is built into the platform, not resold from a vendor, so there are no per-envelope or per-user signing fees at any volume.
Dax adds zero markup. Calls and texts run on your agency's own Twilio number at Twilio's rates (roughly a cent per text, a couple cents per minute) — billed by Twilio directly to you.
Yes. Annual billing saves roughly 20% versus paying monthly.
Our Enterprise & networks option covers clusters and multi-location agencies with custom pricing, SSO, and a dedicated security review. Just reach out.