For independent agents and agency owners · Founder pricing available
The operating system for your book of business.
Clients, policies, renewals, retention scoring, cross-sell finder, and growth automations — all in one workspace. Built for solo agents and small agencies who outgrew their spreadsheet.
No credit card required · 14 days full access
Operations
Pipeline, retention scores, cross-sell finder, renewal alerts.
Helm
Compliance-gated marketing module — content, email, market reports.
AMS Bridge
Universal connector with HawkSoft live at launch.
Built-in compliance
State-by-state rule engine and 3-year audit trail.
Founder pricing for the first 100 agents
Lock in your rate for life. After 100 founding agents, list pricing applies to all new accounts.
Solo
$49/mo
List: $69/mo
Solo Pro
$89/mo
List: $119/mo
Agency
$69/mo/seat
List: $89/mo