Less admin. More advising.
Simpli automates the busywork so you can focus on what matters: your clients.
Compare plan features
Lite
Growth
Pro
Enterprise
Team Members
3 Users
10 Users
20 Users
Unlimited
Organization Management
-
-
-
Client Accounts
50
500
5,000
Unlimited
Policy Reviews
250/mo
1,000/mo
5,000/mo
Unlimited
AI Generated Emails
100/mo
600/mo
Unlimited
Unlimited
API Access
100 calls/day
1,000 calls/day
10,000 calls/day
Unlimited
Client Knowledge Hub
-
White-Labeled Client Portal
-
Advanced User Permissions
-
-
Analytics Dashboard
-
Basic
Advanced
Full + Custom
Custom Integrations & API
-
-
-
SSO + Logs
-
-
-