Pricing

One flat fee a month.

Per brokerage, with agent usage included. You pay for the tier you are on, not per seat or per client, and there is no setup fee. If you are about to outgrow a tier, we tell you a month ahead.

Solo

For independents handling their own book.

$99per brokerage / month
  • Up to 50 employer clients
  • Up to 2 broker users
  • All agent workflows included
  • Agent usage up to 2M tokens / month
  • Carrier bulletin ingestion (major Canadian carriers)
  • Email + community support
Recommended

Practice

For growing shops with associates and admin staff.

$249per brokerage / month
  • Up to 250 employer clients
  • Up to 10 broker users
  • All agent workflows included
  • Agent usage up to 8M tokens / month
  • Priority support
  • Carrier underwriter directory + push-package assembly
  • Single sign-on (M365, Google)

Network

For multi-broker firms running a full book.

$599per brokerage / month
  • Unlimited employer clients
  • Unlimited broker users
  • All agent workflows included
  • Agent usage up to 30M tokens / month
  • Token top-ups any time (+5M for $79)
  • Tenant-level data export + DPA
  • Priority support + onboarding

What “agent usage” actually means

Every time the agent reads a carrier bulletin, drafts an enrollment, assembles a market-study package, or writes a client newsletter, it spends tokens. Each tier includes a monthly allowance, and we email you as you approach it. If you need more in a given month, buy a top-up (+5M for $79, never expires). The heavy analytical work, like decoding a renewal, is deterministic and spends no tokens at all.

Prices in CAD. GST/HST added where applicable. Cancel any time; your data exports on request.