Monthly

Yearly

Save 15%

Lite

For solo brokers or small teams just getting started.

£99

GBP

/month

Up to 250 policy reviews

100 AI-generated emails

Connect your email and calendar

Up to 3 users

Growth

For growing brokerages streamlining workflows and scaling client servicing.

£299

GBP

/month

Up to 1,000 policy reviews

600 AI-generated emails

Knowledge Hub + Client Portal

Up to 10 users

Most popular

Pro

For high-growth teams ready to automate at scale.

£749

GBP

/month

Up to 5,000 policy reviews

Unlimited AI-generated emails

Knowledge Hub + White-Labeled Client Portal

Up to 20 users

Enterprise

For large firms and broker networks needing full control and custom solutions.

Custom

Unlimited policy reviews

Unlimited AI-generated emails

Knowledge Hub + White-Labeled Client Portal

Unlimited users

Monthly

Yearly

Save 15%

Lite

For solo brokers or small teams just getting started.

£99

GBP

/month

Up to 250 policy reviews

100 AI-generated emails

Connect your email and calendar

Up to 3 users

Growth

For growing brokerages streamlining workflows and scaling client servicing.

£299

GBP

/month

Up to 1,000 policy reviews

600 AI-generated emails

Knowledge Hub + Client Portal

Up to 10 users

Most popular

Pro

For high-growth teams ready to automate at scale.

£749

GBP

/month

Up to 5,000 policy reviews

Unlimited AI-generated emails

Knowledge Hub + White-Labeled Client Portal

Up to 20 users

Enterprise

For large firms and broker networks needing full control and custom solutions.

Custom

Unlimited policy reviews

Unlimited AI-generated emails

Knowledge Hub + White-Labeled Client Portal

Unlimited users

Monthly

Yearly

Save 15%

Lite

For solo brokers or small teams just getting started.

£99

GBP

/month

Up to 250 policy reviews

100 AI-generated emails

Connect your email and calendar

Up to 3 users

Growth

For growing brokerages streamlining workflows and scaling client servicing.

£299

GBP

/month

Up to 1,000 policy reviews

600 AI-generated emails

Knowledge Hub + Client Portal

Up to 10 users

Most popular

Pro

For high-growth teams ready to automate at scale.

£749

GBP

/month

Up to 5,000 policy reviews

Unlimited AI-generated emails

Knowledge Hub + White-Labeled Client Portal

Up to 20 users

Enterprise

For large firms and broker networks needing full control and custom solutions.

Custom

Unlimited policy reviews

Unlimited AI-generated emails

Knowledge Hub + White-Labeled Client Portal

Unlimited users

Compare plan features

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

-

-

-