Solo
For the one-person agency.
- Cited answers across the IAB knowledge base
- Case Law search
- Document Analysis (Explainer + Compare, page-cited)
- Policy Compare + ACORD form filler
- Conversational Guy (in-app help and navigation)
- Multilingual + answer styles
Professional
For 2-15 person agencies that want every staff member on the platform.
- Everything in Solo, for your whole team
- Upload your own knowledge base
- Branded chat + Proposal Builder
- Resource Studio (playbooks, stewardship, assessments)
- Content Studio (one brief, many drafts in your voice)
- Agentic Guy (drafts proposals, packages submissions, prefills ACORDs)
- Shareable client review reports (branded /sx links)
- File-source connectors (Drive, Dropbox, SharePoint)
- House knowledge & org-wide rules
Scale
For 25-50 person agencies running on book intelligence.
Best for agencies with AMS or CRM API access. Command Center, book intelligence, and write-back agents run on your live data.
- Everything in Professional
- CRM API sync (HubSpot, Salesforce, Pipedrive, Zoho)
- Command Center (book intelligence)
- Agentic Guy adds Renewal Triage and Stewardship Reports
- Prebuilt agent pack: Renewal · COI · Submission
- Audit log + PII admin controls
- Vendor revenue-share dashboard
Custom
For 50+ seat agencies, clusters, MGAs, and networks.
Best for 50+ seats, networks, and agencies needing SSO plus two-way AMS write-back.
- Everything in Scale
- Single sign-on (SSO)
- Two-way AMS write-back
- White-glove onboarding included
- 1 custom agent build + dedicated CSM
Conversational Guy vs Agentic Guy.
Every plan ships with Guy, your in-app guide. Move up a tier and Guy starts doing the work, not just answering questions.
Conversational Guy
- Answers any coverage, carrier, or workflow question with page citations
- Navigates the app for you ("open my last comparison", "draft a stewardship report")
- Translates and re-pitches answers in 20 languages, 3 reading levels
- Explains why two policies differ, in plain English
Agentic Guy
- Drafts a full client proposal from a quote set, ready for your review
- Packages submissions and prefills ACORDs from your house knowledge
- Triages renewals 60 days out and drafts the client email (Scale and up)
- Generates stewardship reports on autopilot (Scale and up)
Conversational Guy is included on every plan. Agentic Guy starts on Professional and SIAA Agency.
Compare all features across plansSee exactly what's in Solo, Pro, Scale, and Custom. Side by side.Click to expand
| Feature | Solo | Pro | Scale | Custom |
|---|---|---|---|---|
| Cited answers, Case Law, ACORD filler | ||||
| Multilingual + answer styles (20 languages, 3 reading levels) | ||||
| Policy Compare + Quote Showdown (up to 4 carriers) | ||||
| Document Analysis (Explainer + page citations) | ||||
| Conversational Guy (in-app help and navigation) | ||||
| Seats included | 1 | 5 | 25 | Custom |
| Additional seat price | - | $39/mo | $29/mo | Discounted |
| Agent annotations + shareable client reports | - | |||
| Upload your own knowledge base | - | |||
| Branded chat + Proposal Builder | - | |||
| House knowledge / org-wide rules | - | |||
| Source connectors (Drive, Dropbox, SharePoint) | - | |||
| Compose (one brief, many drafts in your voice) | - | |||
| Content Calendar + Campaigns | - | |||
| Library + Repurpose (recycle your best content) | - | |||
| Brand voice and style settings | - | |||
| Sales Playbooks (pre-loaded with your win stories) | - | |||
| Stewardship Reports (cited to bound policies) | - | |||
| Risk Assessments (scored against your house criteria) | - | |||
| Client Prefill (warm starts from your book) | - | |||
| Agentic Guy: drafts proposals, packages submissions, prefills ACORDs | - | |||
| Agentic Guy: Renewal Triage + Stewardship Reports | - | - | ||
| Prebuilt agents (Renewal, COI, Submission) | - | - | ||
| Command Center (book intelligence, requires AMS or CRM API access) | - | - | ||
| Renewal Triage + Stewardship write-back | - | - | API required | |
| Vendor revenue-share dashboard | - | - | ||
| Audit log + PII admin controls | - | - | ||
| Single sign-on (SSO) | - | - | - | |
| Two-way AMS write-back | - | - | - | |
| White-glove onboarding | Add-on | Add-on | Add-on | Included |
| Custom agent build | - | - | - | 1 included |
| Dedicated CSM + SLA | - | - | - | |
| Embed widget for member agencies | - | - | - | Network |
Add-ons & Services
Optional, one-time fees that buy time-to-value, not features. Every plan works out of the box.
Onboarding
Base features work from day one. Onboarding handles the deep config: uploading, tagging, and training your knowledge base so the whole team adopts it.
- Up to 500 docs uploaded & tagged
- 1 source connector
- 2 hrs live training
- 30-day full go-live
- Up to 2,500 docs + video transcripts
- 3 source connectors
- Custom playbook setup
- Branded chat configured
- 45-day full go-live
- Unlimited docs
- Multi-office rollout
- Change-management workshops
- Train-the-trainer
- Dedicated PM
Integrations
Most CRMs are open API and connect in days at no extra cost. AMS integrations are scoped per agency.
Included on Scale & Custom
Bi-directional contact + activity sync, mapped to your fields. Pro includes file-source connectors only (Drive, Dropbox, SharePoint); CRM API sync starts at Scale.
- HubSpot
- Salesforce
- Pipedrive
- Zoho
Don't see yours? If it has a documented API, we'll wire it up, usually inside a week.
Built custom for your agency
AMS integrations depend on your agency's API tier with the vendor and the partner-approval process. There's no one-size-fits-all. We scope and build each integration to your agency's setup, then monitor and maintain it as vendors change things.
Scoped during onboarding. Talk to sales for a timeline on your specific AMS.
Carrier portals & new AMS write-backs
We build it, monitor it, and fix it when vendors change things.
Custom builds & training
Specialized work, quoted to scope.
- Renewal Prep, runs the 90/60/30 motion, hands the producer a decision-ready file
- COI Lifecycle, intake, generate, deliver, auto-reissue at renewal
- Submission Package, reconciled ACORDs, loss summaries, per-carrier cover emails
- Bespoke two-way agent, designed for your stack
- We design, build, and tune it
- Yours to evolve as your book grows
- Drop-in chat or proposal widget on your public site or member portal
- Your colors, your voice, your routing rules
- Lead capture + handoff into your CRM
- 2-hour live session
- Org-wide rules into House Knowledge
- Defensible-citation training
- Colors, logo, voice, signatures
- Embed widget for your public site
- 3 sample proposals
Build on the same brain your agents use
Public REST + MCP endpoints for search, ask, rules, and sources. Bearer-token auth, scoped per integration. OEM and revenue-share plans available.
Frequently asked
Why a base fee + per-seat instead of a flat plan?▾
So small agencies aren't punished for putting everyone on. A 3-person shop pays for 3 seats, not 5. The base fee covers org-wide value (branded chat, knowledge base, integrations) that doesn't scale with headcount.
Is there a free trial?▾
No free trial. Solo is $599/year and is a low-risk way to evaluate the product end-to-end.
What's the all-staff guarantee?▾
On Pro, Scale, and Custom, every licensed user, producer, CSR, account manager, virtual assistant, gets full access at the same per-seat rate. We don't tier features by job title inside your agency.
What discount applies for annual billing?▾
Pro and Scale annual plans pay for 10 months and get 12, effectively 2 months free, on both the base fee and the seats. Custom is custom-quoted.
When should I move from Scale to Custom?▾
When you cross 50 seats, when you need SSO, when you want two-way write-back to your AMS, or when you want us to handle onboarding end-to-end. Custom pricing is discounted per-seat and bundles white-glove setup.
Can I cancel anytime?▾
Monthly plans cancel at the end of the current billing period. Annual plans run for the full year.