Basic
$49.99 / month
- 1 agency
- 5 company trees
- 3 included producer invitations
- Secure administrator portal
- Branded producer statements
Built for independent insurance agencies
Turn carrier statements into a controlled commission workflow.
Upload statements, apply supported company readers, resolve only the facts that need attention, and publish searchable producer statements through secure portals.
One connected process
✓
Statement intake
Encrypted uploads and controlled reader matching.
Encrypted uploads and controlled reader matching.
✓
Administrator review
Clear questions when a fact cannot be determined safely.
Clear questions when a fact cannot be determined safely.
✓
Producer delivery
Branded, searchable statements in each producer portal.
Branded, searchable statements in each producer portal.
Packages
Choose the package that fits your agency.
See the price and included agency, carrier, and producer capacity without leaving the landing page.
Plus
$149.99 / month
- 2 agencies
- 10 company trees
- 6 included producer invitations
- Secure administrator portal
- Branded producer statements
Premium
$499.00 / month
- Unlimited agencies
- Unlimited company trees
- Unlimited producer invitations
- Secure administrator portal
- Branded producer statements
Designed around the work agencies actually do
The software keeps source statements, policy assignments, calculations, exceptions, approvals, and producer delivery in one auditable workflow.
Private reader library
Company-specific formats are maintained centrally without exposing reader code or another customer's data.
Policy-number assignment
The exact policy number is the primary assignment identity whenever it is available.
Human decisions stay visible
Uncertain information is stopped and presented as a plain-language administrator question instead of being guessed.