Simple, transparent pricing
Built for health insurance professionals. Manage policies, track commissions, and streamline enrollments.
Start your 14-day free trial today. No credit card required.
Basic
Perfect for individual agents just getting started
- Up to 500 contacts
- 1 team member
- Sales pipeline (1 pipeline)
- emails/month (500)
- automations (5 total)
- Commission calculator
Professional
For growing agents who need more power
- Up to 5,000 contacts
- 3 team members
- Sales pipeline (5 pipelines)
- emails/month (5,000)
- automations (50 total)
- Commission calculator
- Commission automation
- Visual workflow builder (10 workflows)
Expert
For agencies that demand the best
- Up to 25,000 contacts
- 10 team members
- Sales pipeline
- emails/month (25,000)
- automations (250 total)
- Commission calculator
- Commission automation
- Visual workflow builder
Enterprise
Custom solutions for large organizations
- Up to Unlimited contacts
- Unlimited team members
- Sales pipeline
- emails/month
- automations
- Commission calculator
- Commission automation
- Visual workflow builder
Need a custom solution?
Enterprise plans include custom CRM features built specifically for your business.
Our development team will work with you to build custom modules, integrations, and workflows that match your exact requirements.
Frequently asked questions
Can't find what you're looking for? Contact our team
Yes! All plans come with a 14-day free trial with full access to all features. No credit card required to start.
Annual billing saves you 25% compared to monthly billing. That's like getting 3 months free every year!
Absolutely! You can upgrade or downgrade your plan at any time. When you upgrade, you get immediate access to new features. When you downgrade, the change takes effect at your next billing cycle.
We'll notify you as you approach your limit. You can upgrade anytime, or we can help you clean up inactive contacts to stay within your plan.
Basic plans include email support. Professional and higher tiers get priority support with faster response times. Expert includes phone support, and Enterprise plans include a dedicated success manager.
Enterprise customers get custom development for features specific to their business needs. Our team will build custom modules, integrations, and workflows tailored to your exact requirements.
All plans include bank-level encryption. Expert and Enterprise plans add SSO, HIPAA compliance, and additional security features to meet enterprise requirements.
Ready to get started?
Start your 14-day free trial today. No credit card required.