Pricing that scales with your brokerage
Start with what your team needs today — add markets, modules, and entities as you grow.
Starter
For small teams placing business the modern way.
- Clients, policies & documents
- Placement workspace
- Up to 3 market connections
- Standard reports
- Email support
Professional
Most popularFor growing brokerages that run placement at scale.
- Everything in Starter
- Unlimited market connections
- Accounting & statements
- Compliance workflows
- API access
- Priority support
Enterprise
For multi-entity groups with bespoke requirements.
- Everything in Professional
- Multi-entity & multi-currency
- SSO / SAML
- Dedicated success manager
- Custom SLAs
- Tailored onboarding
Compare plans
| Features | Starter | Professional | Enterprise |
|---|---|---|---|
| Clients & policies | |||
| Placement workspace | |||
| Market connections | 3 | Unlimited | Unlimited |
| Documents & templates | |||
| Accounting & statements | — | ||
| Compliance workflows | — | ||
| Reporting | Standard | Advanced | Custom |
| API access | — | ||
| SSO / SAML | — | — | |
| Multi-entity | — | — | |
| Support | Priority | Dedicated CSM |
Running a multi-entity operation?
We'll map entities, books, and migrations with you — and give you one number for the whole rollout.
Frequently asked questions
How long does implementation take?
Most brokerages go live in four to six weeks, including data migration and market connection setup. Enterprise rollouts are scoped individually.
Can you migrate data from our current system?
Yes. We migrate clients, policies, documents, and open items from all common agency systems as part of onboarding — it's included in every plan.
What are the contract terms?
Monthly plans run month to month; annual plans are billed once a year at a 20% discount. Enterprise agreements are typically multi-year with custom terms.
Are market connections extra?
Starter includes three market connections. Professional and Enterprise include unlimited connections; bespoke integrations to niche markets are scoped with our team.
Where is our data hosted?
In ISO 27001-certified data centers in the EU, with encryption in transit and at rest. Enterprise plans can choose the hosting region.