— The four ways in
Choose your volume. We'll grow with you.
Self-serve up to 25 prospects a month. When your volume outpaces the cap, we build terms around how you actually work.
Your first five are on us.
5 prospects · lifetime
- Full product — no feature limits
- No credit card to begin
- Whole team can log in
One producer, always in motion.
or $790 / year — save 17%
- Cancel any month — no contract
- Whole team can log in
- Annual: two months free
The whole team, running hot.
or $2,990 / year — save 17%
- Every producer, every AM — one workspace
- Cancel any month — no contract
- ~$12 / prospect blended at the cap
25+ a month. We come to you.
Same model · different scale
- SSO, governance, white-label
- AMS & carrier integrations
- Dedicated success & support
— Run your numbers
How much can we earn you?
+$4,688
~0.9 extra accounts / mo+$3,516
15% cross-sell lift150 hrs
$30,000 opportunity cost$299 / mo
Team plan · ~$20/prospect+$94,850
27× return on investmentAssumes 25% closure improvement · 15% cross-sell lift · 10h saved per intake · $200/hr producer rate
Based on pilot producer data. Time value shown as opportunity cost, not added to revenue.
Recommended plan: Team — 25 prospects included at ~$20/each
Book a demoHit the cap?
We move up with you.
Overage pricing is published, not punitive. If you blow through 25 prospects in a single hot month, you pay $15 each — same as the tier — and you stay on the same plan.
If overage becomes the norm, we'll actually call you and move you to terms that work better for both of us. No surprise invoices. No quiet upgrades.