Simple Pricing

No hidden fees. No insurance sales.

Free

$0/mo

Dashboard & tracking
Manage policies & assets
Renewal reminders
Email support
Professional setup
Live chat & phone
Best Value

Managed

$9.99/mo

+ $199 one-time setup

Professional data entry
Full platform access
Live chat & phone
Renewal automation

Organizing Your Insurance Livelihood

Our upcoming tools will help you streamline your entire insurance lifecycle—from policy organization and deadline tracking to asset management and renewal automation. Future features include priority alerts, policy comparison tools, and integrated communication with your agents.

Add-on Consultations

Standard

1-hour session

Policy review
Add or update policies
Asset adjustments

$49

Priority

5-min response guarantee

Urgent policy updates
Premium guidance
Expert review

$99