Pricing

Straightforward pricing, priced in CAD

The Agent plan starts with a 30-day free trial. Subscribe anytime, and cancel whenever you like.

Agent

$99/month

For the solo agent running their own book.

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1 agent seat

Unlimited clients & families

Policy tracking (all product types)

Quoting & branded client emails

Calendar & Google sync

Compliance tools & document signing

Data hosted in Canada

Popular

AGA

$449/month

For associate general agencies managing a team.

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Up to 5 agent seats included

Everything in Agent, plus:

Team & seat management

Role-based access control

Agency-wide reporting views

Priority support

Enterprise

Custom

For larger agencies and MGAs with custom needs.

Unlimited seats

Everything in AGA, plus:

Custom onboarding & data migration

Volume pricing

Dedicated support & SLA

Custom compliance & reporting

Common questions

Is there a free trial?

The Agent plan includes a 30-day free trial with no credit card required. AGA and Enterprise start on a paid subscription — contact us if you’d like a walkthrough first.

Where is my data stored?

All data is hosted in Canadian data centres (AWS ca-central-1), encrypted in transit and at rest.

Can I change plans later?

Yes. You can move from Agent to AGA as your team grows, or talk to us about Enterprise for larger agencies and MGAs.

How does billing work?

Plans are billed monthly in Canadian dollars through Stripe. You can cancel anytime; your access continues to the end of the paid period.