Pricing

One price. Published usage. Your ad budget. No surprises.

Every quote-only competitor is banking on you not asking the second question. Ours is on the page: two plans, published per-unit rates on the AI usage, caps you set yourself, and no contract to sign your way out of. Compare it to any invoice you’ve gotten from a CRM vendor this year.

Agent Plan
$97/ month + usage

For the individual life agent. Everything to run and grow, in one seat.

  • Full CRM sub-account
  • AI site & landing pages built for you
  • Tracking number + sub-60s AI follow-up
  • 4 niche campaigns + Spanish market
  • Weekly classes, cohorts, and support tickets
  • Quoting embed, database reactivation, COI playbook
  • Full academy + custom business plan
  • Verified Member Listing on the Life Agent Network
  • Credit & Capital Advantage — build business/personal credit + funding access (member benefit; we are not a credit repair organization)
Agency Plan
$97/ month + usage + seats

Base agency workspace. Scope-based setup + $47–$97 per agent-seat + override partnership.

  • Everything in the Agent Plan for every seat
  • Agency workspace: recruiting, retention, reporting
  • Scope-based setup engagement (quoted to your build)
  • $47–$97 per agent-seat, tiered by volume
  • Override partnership — we win when your team writes
  • Shared training track + agency-branded academy
  • Priority onboarding for new producers
Premier Team

Same $97/month platform fees. Application-based track with 1:1 mentorship, product depth, AI clone training, and priority SLA.

Add-on
Managed Services (optional add-on)

GBP (Google Business Profile) Setup & Management · Local SEO · Get Listed in Top Business Directories · Content Creation · Social Media Management & Posting · and more

Quoted per scope · Included for Premier Team

Usage rates

Published, plain-English rates.

Placeholder unit rates below. Usage is billed at published platform rates — you always see per-unit pricing before anything runs.

UnitRate
SMS segment (US)$0.015
Email$0.001
Voice minute$0.025
AI conversation minute$0.08
Credits, explained
Approximately $10/month of usage credits are included in every seat — enough to cover typical follow-up activity for a producing agent. Anything above that is billed at published platform rates.
You set the caps

Hard usage caps and alerts you control. Nothing runs past a limit you didn't approve.

Monthly cap: $50 (example)
Custom services
Done-for-you engagements outside the plan are quoted case-by-case, by application. Not a hidden tier — a separate scope of work.
Risk reversal

No contracts. Cancel anytime. Ad budgets always yours.

Questions

Pricing FAQ.

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