AI-Powered Benefit Guides Built in Minutes — Often Seconds
Every plan includes the core platform
- AI Document Extraction
Upload multiple documents. Generate a benefit guide in seconds.
- Built-in CRM
Track every client, every renewal, every conversation.
- Vendor Directory
Access a directory of pre-loaded carriers and voluntary benefit vendors.
- RFP & Underwriting Readiness
Track SBCs, census, and quote-readiness for every client.
Every plan includes the full platform — you move up for client capacity and support speed.
Built for organizations that outgrow a single workspace
For general agencies, enrollment firms, brokerage networks, PEOs, payroll providers, and associations managing benefits across multiple agencies or employer groups.
- Unlimited client capacity — no per-client caps or capacity packs
- Multi-agency hierarchy — a parent organization with sub-agencies, each in its own workspace, unified under one view
- Capacity you control — allocate across sub-agencies and shift it as needs change
- Your data, your encryption keys — AI document processing runs under keys you control (bring-your-own-key)
- Priority support & tailored onboarding — built around your structure, carriers, and workflows
Evaluating the Agency tier or Enterprise for your team? Schedule a 20-minute walkthrough with us.
Book a DemoAvailable Add-ons
Capacity Packs
Expand your capacity as your book grows. Add capacity packs to your current tier.
- Solo Capacity Pack+5 Operational Capacity Units · $49/mo · Max 2 packs
- Practice Capacity Pack+10 Operational Capacity Units · $79/mo · Max 2 packs
- Agency Capacity Pack+25 Operational Capacity Units · $99/mo · Scalable, no maximum
Carrier Rate Books
Skip manual rate entry. Pre-populated carrier rate books load directly into your rate engine.
- Colonial Life Rate Book$39/mo · Live rate book and product details for Colonial Life.
- Aflac Rate BookComing Soon
- Combined Insurance Rate BookComing Soon
AI Acceleration
Speed up document extraction when it matters most.
- Priority AI Lane$49/mo · Higher-priority AI extraction queue and elevated rate limits during renewal crunch.
Storage Boost
Expand document storage as your client library grows. Stack as many packs as you need.
- Storage Boost — Light+5 GB · $9/mo · Stack as needed
- Storage Boost — Standard+25 GB · $25/mo · Stack as needed
- Storage Boost — Heavy+100 GB · $79/mo · Stack as needed
Team Seats
Add team members to your workspace as your agency grows.
- Extra Team Seat (Practice)$99/mo · Up to 2 extras
- Extra Team Seat (Agency)$59/mo · No cap
* Capacity is measured in Operational Capacity Units, not raw headcount.