| Essentials | Professional | Business | Enterprise | |
|---|---|---|---|---|
| Monthly Price |
$99 per/mo |
$149 per/mo |
BEST VALUE $295 per/mo |
Call Us 801-999-0550 |
| Number of Users | ||||
| Cost Per Additional Seat | ||||
| 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 This is a great place to add a bit of extra information about the feature. |
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| Intake PDF Form Mapping | ||||
| IVANS Carrier Downloads | ||||
| Email Synchronization - Webmail | ||||
| Insured Portal | ||||
| Texting - SMS & MMS (3rd Party) Available though 3rd Party |
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| PROs Services Available at an additional cost |
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| Private Server Environment | ||||
| Customized Interface | ||||
| Onboarding & Training | ||||
| Support | ||||
| File Storage Space | ||||
| Integration | ||||
| Open API Requires available user seat |
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| Zapier Integration Requires available user seat |
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| PL Rater Integration | ||||
| Online MGAs Integration | ||||
| Quickbooks Integration | ||||
| e-Signature Integration | ||||
| ePayment Processing Integration | ||||
| Finance Company Integration | ||||
| Telephony/VOIP Integration | ||||
| CRM Integration | ||||
| Lead Generator Integration | ||||
| Outlook Email & Calendar Integration | ||||
| Google/G-Suite Integration | ||||
| OneDrive/SharePoint Integration | ||||
| Automate 365 - CRM Integration | ||||
| Custom & Scheduled Reports | ||||
| Customizable User Dashboard | ||||
| Data Import Facility | ||||
| Data Export to Excel | ||||
| Broker/Wholesaler Functionality | ||||
| Aggregator Functionality | ||||
| eServicing (access to Carrier Portals) | ||||
| START FOR FREE | START FOR FREE | START FOR FREE | START FOR FREE | |
Solution Pricing
| Professional | Business | Premium | |
|---|---|---|---|
| Monthly Price |
$49 per/mo |
BEST VALUE $99 per/mo |
$249 per/mo |
| Number of Users | 2 |
5 |
15 |
| Additional User License | $25 |
$25 |
$25 |
| Onboarding & Training | |||
| Workflows | Unlimited |
Unlimited |
Unlimited |
| Triggers | |||
| Campaigns | |||
| Conversations | |||
| Tasks | |||
| Opportunities | |||
| Robotic Automation | |||
| Smart Forms | |||
| Proposal Generator | |||
| Schedule Demo | Schedule Demo | Schedule Demo | |
| Standard | Professional | Premium | |
|---|---|---|---|
| Monthly Price |
$149 per/mo |
BEST VALUE $249 per/mo |
$349 per/mo |
| 14 Day FREE Trial | |||
| Unlimited Contacts | |||
| Momentum AMS Integration | |||
| Automated Mass SMS & Email Excessive SMS, phone and email may incur additional charges! |
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| Renewal Workflows | |||
| Cancellation Workflows | |||
| Service Request Workflows | |||
| Holiday Workflows | |||
| Application Workflows | |||
| Custom Forms | |||
| Users | 1-4 Users |
5-10 Users |
Unlimited Users |
| Onboarding | |||
| Webinar Training | |||
| Yearly Subscription Discount Pay for full year subscription and get 2 free months of service. |
2 Free Months |
2 Free Months |
2 Free Months |
| Support | Basic Support (Tickets) |
2 Hours of Support/Month |
5 Hours of Support/Month |
| Dedicated Customer Success Rep | |||
| Custom Workflow Design | |||
| START FOR FREE | START FOR FREE | START FOR FREE | |
| Part Time | Full Time | Team | |
|---|---|---|---|
| Monthly Price |
$1500 per/mo |
Most Popular $2650 per/mo |
Custom Pricing |
| Hours | 86 Hrs/Month |
172 Hrs/Month |
Customizable |
| Timezone | Choose the Timezone |
Choose the Timezone |
|
| Interview before Committing | |||
| Commitment | 3 Months |
3 Months |
3 Months |
| Upgrade Option | Upgrade to Full Time Anytime |
Upgrade to Team Anytime |
Reduced Fee for Direct Hire |
| LEARN MORE | LEARN MORE | LEARN MORE | |