Commercial
Subscription that scales with your channel.
One platform fee, transparent per-producer pricing, and metered add-ons billed at cost. No surprises on the invoice.
Essentials
Growing agencies establishing a system of record
$XXX / mo
billed annually
Start with Essentials- + $X / active producer / mo · up to 500
- Producers, hierarchy & portal
- Licensing, E&O & compliance alerts
- Appointments & commission statements
- 3 staff seats
- Email support
Growth
MGAs & carriers running incentives and payouts
$X,XXX / mo
billed annually
Choose Growth →- + $X / active producer / mo
- Everything in Essentials, plus:
- Incentives, targets & scorecards
- Consolidated payment runs & bulk ops
- 10 staff seats
- Priority support & SLA
Enterprise
Multi-entity networks with bespoke needs
Custom
volume pricing from $X / producer / mo
Talk to us- Everything in Growth, plus:
- Screening & advanced reporting
- Multi-currency & FX
- Unlimited seats · custom integrations
- Dedicated success manager
Getting live
A fixed-scope path to production.
One implementation, roughly ten weeks from signature to a live channel. Optional modules layer in afterward.
Implementation
Discovery to go-live — tenant setup, roles, commission plans and compliance rules configured to your channel (~10 weeks).
Data migration
Optional. Import your producer roster, licenses and appointments, and wire PAS ingest against your real data.
Ongoing success
Support and iteration after go-live. Growth adds a priority SLA; Enterprise adds a dedicated success manager.
Pay only for what you run
Metered add-ons, same rate on every plan.
Add-ons are billed per use. Regulatory fees (NIPR, state filings) and payout rails pass through at cost, no markup. Enterprise gets volume rates.
Pass-throughs — NIPR PDB reports, state appointment / termination fees, and payout rail & FX charges — are billed at cost with no markup, itemised on every invoice. We don't profit from moving your money.
Questions
The things buyers ask first.
What counts as an "active producer"?+
Do you take a cut of commissions or payouts?+
What are the pass-through fees?+
Can we start on Essentials and grow later?+
How long until we're live?+
Is our data isolated from other customers?+
Get a quote scoped to your channel.
Tell us your producer count, carriers and rate cards. We'll return a scoped statement of work with firm pricing and a dated timeline.