Simple & Clear Pricing

  • 24/7 access to your data from anywhere
  • Cloud-based—login from your computer, phone or tablet
  • Unlimited, off-site storage & data backup every 4 seconds
  • Serious security—HIPAA, bank-grade encryption, & two-step verification
  • FREE support with a dedicated client success specialist
  • Exclusive client help center with videos and step-by-step articles
  • Volume pricing available for large agencies


Don't hesitate to give our sales team a call. Together we'll walk through your questions and provide options for your agency. We are here to help!


Agency Management

Plan starts at



  • $59* per Full User per month
  • $29 per Agent User per month
  • * Special tiered pricing begins at 6+ users

Includes these great features:

  • Life & Health Insurance specific CRM
  • Real-time Agency & Business Analytics
  • Keep track of activities & assign to-dos.
  • Workflow & Task Automation
  • Email Campaigns ($.02 per-email)
  • Integrated Marketing & Lead Forms
  • Generate book-of-business reports
  • Strategic Industry Integrations
  • Top-Notch Customer Service & Support

Plus Commissions

Plan starts at



  • $158 for 2 users (minimum) per month
  • $79 per additional user per month
  • $29 per agent per month

Includes everything, PLUS:

  • Import Commission Statements
  • Assign multiple payees including hierarchies
  • Track by revenue type
  • Agent Statements (online access available)
  • Uncover Missed Commissions
  • Compare Actual vs Expected Commissions
  • Create calendar year projection
  • Generate commission reports
  • Real-time commission analytics
Call sales for more information: 866-338-7075.

Frequently Asked Questions

Can I change my plan?

Absolutely. You can switch your plan at any point without penalty. Add or remove users without incurring fees.

Do you offer special pricing?

Yes. We offer special pricing based on the number of logins your agency needs. For more information about price breaks please call Sales: 866-338-7075.

How do I move from another AMS?

We can help with that! We know moving your data to a new Agency Management System can be overwhelming. Our team is here to help automate the process for you.