Pricing
Run it yourself. Or let us run it for you.
One done-for-you tier where we migrate your book and operate the back office. Three per-seat tiers for agencies that want to drive themselves. 30 day money back guarantee on every path.
The 90 Day Agency Audit and Migration
What is included
| Component | Stated value |
|---|---|
| Full AMS to BrokerageAudit migration, under 30 days, done for you | $18,000 |
| Commission Leakage Audit report (carrier by producer) | $8,500 |
| E and O Exposure Scan (binder vs. policy vs. required coverages) | $7,500 |
| 90 days of ops pod back office (intake, COI, renewals triage) | $18,000 |
| Custom appetite rules configured for your top 25 carriers | $4,000 |
| Weekly working session with Javier for first 90 days | $6,000 |
| Founding Agency lifetime lock on self serve $249 rate | n/a |
| Total value | $62,000+ |
| Your investment | $6,000/mo x 3 = $18,000 |
Done-for-you
Managed. We migrate and operate.
We pull your book off the old AMS, configure the platform around your lines of business, and run the daily back office alongside your team. You keep your carriers, your clients, and your revenue. We take the admin.
Pricing
$6,000/month. Scoped on the call.
Flat monthly, no percent-of-premium. We quote the exact number on the working call after we see your book size and line-of-business mix.
- Full migration off your legacy AMS. We extract, clean, and re-import the book.
- Workflows and requirement sets configured per line of business
- A dedicated ops pod running your daily back office
- Policy checking, COI issuance, and renewals triage operated on your behalf
- Month-end commission reconciliation and carrier reporting
- Producer and CSR training, plus quarterly program reviews
- Named contact, SLA-backed response times, signed audit trail
Self-serve
Run it yourself. Per seat.
Onboard in a day. Connect your inbox, import a CSV of clients, start working. Layer on managed service whenever the admin burden gets ahead of you.
Founding Agency
$249/mo locked for life
For a principal-producer getting off spreadsheets and a shared inbox. Locked for life for the first 500 agencies.
347 of 500 claimed
Up to 5 users
- Client, policy, and document record on one page
- Quoting with carrier appetite matching and ACORD generation
- COI intake, tracking, and one-click issuance
- Inbound email parsing and AI document extraction
- Renewal and task workflows out of the box
- Email support, next-business-day response
Growing agency
Most agenciesFor the shop hitting the wall between the AMS, the CRM, and the rater.
Up to 20 users
- Everything in Founding Agency
- Policy checking with severity-scored findings
- E and O exposure scoring at the producer level
- Commission statement ingestion and line-by-line reconciliation
- Book reporting by producer, carrier, and line of business
- Priority support with a named account lead
Multi-office
For multi-location agencies, networks, and MGAs running multiple programs.
Unlimited users
- Everything in Growing agency
- SSO/SAML with per-office and per-producer visibility controls
- Multi-entity reporting across offices or programs
- API, webhooks, and custom carrier / AMS integrations
- Dedicated onboarding lead and a quarterly executive review
- Priced per seat at volume. We will quote on the call.
All tiers include product updates and standard support. Want us to do the migration and run daily ops? Talk to us about Managed.