| Essentials | Professional | Business | Enterprise | |
|---|---|---|---|---|
| Monthly Price |
$99 per mo. |
$169 per mo. |
BEST VALUE $349 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 | ||||
| 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 Meeting | ||||
| System Orientation | ||||
| Paid Expert Training | ||||
| Live Webinars | ||||
| Self-Paced Training Library | ||||
| 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 | ||||
| MAC & CRM Integration | ||||
| Lead Generator Integration | ||||
| Email Synchronization - Webmail | ||||
| Outlook Email & Calendar Integration | ||||
| Google/G-Suite Integration | ||||
| OneDrive/SharePoint 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
| MAC Level 0 (Basic) |
MAC Level 1 | MAC Level 2 | |
|---|---|---|---|
| Monthly Price |
Free |
$99 per mo. |
$199 per mo. |
| Product Type | Automation Center |
Automation Center |
Automation Center |
| Number of Users | 1 |
5 |
5 |
| Additional Users | N/A |
$25 each |
$25 each |
| RPA | |||
| Basic Workflows | |||
| Advanced Workflow Playbook Templates | |||
| Customizable Pipelines | |||
| Sales Dashboard | |||
| AI Bind Proposal Generator (Toolbox) | |||
| Sales Proposal Generator | |||
| Loss Runs | |||
| Service Center | Coming Soon |
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| Done For You Service | Starts at $99/hr |
Starts at $99/hr |
Starts at $99/hr |
| 1 Hr Onboarding Call + Phone and Chat Support | |||
| Get Started | Get Started | Get a Demo | |
| Dedicated | Split | Projects | |
|---|---|---|---|
| Monthly Price |
$2,950 per mo. |
$1,950 per mo. |
$35 per hour (min 30 hrs/mo) |
| LEARN MORE | LEARN MORE | LEARN MORE | |
| Commercial Lines | Personal Lines | Commercial & Personal | |
|---|---|---|---|
| Monthly Price |
$100 per mo. |
Coming soon! $100 per mo. |
Coming soon! $150 per mo. |
| Number of Users | 2 |
2 |
2 |
| Additional Users | $35 each |
$35 each |
$50 each |
| Market Access 15+ Carriers | |||
| Unlimited Submissions | |||
| AI Tools | |||
| Learn More | COMING SOON | COMING SOON | |
| Level 1 | Level 2 | |
|---|---|---|
| Monthly Price |
$150 per mo. |
$240 per mo. |
| Included Minutes | 500 |
1,000 |
| Pay-as-You-Go Overages | $0.40 per min. |
$0.40 per min. |
| Voice Agents | Unlimited |
Unlimited |
| Get Started | Get Started | |