Your book is growing. Your systems aren't.
Most agents lose 15% of their book every year to renewals they forgot, clients they lost touch with, and cross-sells they never made. ACC fixes all three — automatically.
28 hours/week
Lost to administration
The average independent agent spends 28 hours a week on administrative tasks instead of client-facing work.
$2,250/week
In selling time lost
At $150/hour in commission value, that's $2,250 worth of selling time handed to paperwork every single week.
5–10 hours
Saved by Conversation Capture
Call notes alone cost producers 5–10 hours per week. Conversation Capture gives that back.
*Industry research, 200-broker time-tracking study
Built by someone who watched the best relationship-builders in the business get buried by the business of the business. This is their way out.
Most insurance software is built for carriers. ACC is built for you.
"I've tried CRMs before."
ACC is not a CRM. It's an automation engine that runs 14 workflows overnight without you touching it. You don't manage ACC. It manages your book.
"I'm worried about compliance."
Good. So are we. That's why Helm checks every post, every email, and every newsletter against your licensed states before anything publishes. One non-compliant post can cost an agent their license. Helm makes sure that's never you.
"Can I afford this?"
The better question: what does one DOI complaint cost you? Helm costs less per month than one hour with a compliance attorney. ACC costs less per week than the commission value of one forgotten renewal.
No setup fees. No implementation calls. No 90-day onboarding. You sign up, answer three questions about your book, and ACC starts working tonight.
The Complete Agency Command Center
Operations handles your book. Helm protects your license. Together — your agency runs while you sleep.
Complete Solo
$119/mo
$126/mo if purchased separately
or $1,071/yr — — save 25%
List price after founding cohort: $166/mo
Your agency managed. Your brand protected. Everything running while you sleep.
Operations included
- Client and policy management — your entire book, searchable in seconds
- Renewal tracking — automated reminders at 60, 30, and 7 days
- Retention scoring — know who's at risk before they leave
- Cross-sell pipeline — AI-surfaced opportunities with confidence scores
- Pipeline tracking — know where your next commission is coming from
- Conversation Capture — voice memo to transcript, tasks, and calendar invites automatically
- Book Health Score — retention, engagement, multi-line, and growth in one score
- Book Composition Report — premium and policy count by line of business
- Growth Goals — whole-book and per-line targets with MTD and YoY tracking
- My Numbers — commission pace and income tracking
- My Views — build custom dashboard views showing exactly what you want
- Customizable Dashboard
- 14 automations running while you sleep
- Monthly Impact Report
- ROI dashboard — saved premium, hours back, referrals surfaced
- Automatic monthly data export — your data is always yours
- Medicare SOA tracking with 48-hour compliance monitoring
- 10-year CMS-ready SOA retention and export
- Annuity and life suitability documentation
Plus Helm
- AI content generation in your voice — not generic insurance AI
- Compliance-checked across all your licensed states before it publishes
- LinkedIn, Facebook and Instagram — scheduled and published automatically
- Email newsletter engine — educational content that keeps you top of mind
- Email campaigns by line of business — target specific segments of your book
- AI inbox — replies drafted in your voice, ready to send
- Voice memos to marketing opportunities — ACC detects campaign patterns in your client conversations
- Market Authority PDF reports — become the known expert in your market
- Referral Network Map — visualize and grow your referral relationships
- Client Sentiment Engine — scored sentiment across your entire book
- Compliance audit log — 3-year retention, regulator-ready
- 20+ state compliance engine (expanding quarterly)
- Designed to generate content from your book data — not generic templates.
Founding price locked for life · No setup fees · Cancel anytime
Complete Producer
$154/mo
$166/mo if purchased separately
or $1,386/yr — — save 25%
List price after founding cohort: $216/mo
Full automation. Full compliance. Full growth engine. One login.
Everything in Complete Solo, plus:
- Coverage Gap Finder — see exactly which clients are missing coverage by line
- Book Valuation Calculator — estimated book value based on your real retention rate
- Revenue Projection Calculator — model your book 12 months forward
- Referral tracking and automated referral loop — know who sends you business and automate the ask
- Hire ROI Calculator — know exactly when you can afford to grow your team
- Custom automation builder — build your own workflows on any of 7 trigger types
- Advanced pipeline management
- Client communication portal — clients view policies, message you, request changes
- Suitability records with client portal acknowledgment flow
- Compliance documentation export for regulatory review
- Open API access (5,000 requests per hour)
- Priority support and early access to new features
Plus Helm
- AI content generation in your voice — not generic insurance AI
- Compliance-checked across all your licensed states before it publishes
- LinkedIn, Facebook and Instagram — scheduled and published automatically
- Email newsletter engine — educational content that keeps you top of mind
- Email campaigns by line of business — target specific segments of your book
- AI inbox — replies drafted in your voice, ready to send
- Voice memos to marketing opportunities — ACC detects campaign patterns in your client conversations
- Market Authority PDF reports — become the known expert in your market
- Referral Network Map — visualize and grow your referral relationships
- Client Sentiment Engine — scored sentiment across your entire book
- Compliance audit log — 3-year retention, regulator-ready
- 20+ state compliance engine (expanding quarterly)
- Designed to generate content from your book data — not generic templates.
Founding price locked for life · No setup fees · Cancel anytime
Agency owner? Contact us for Complete Agency bundle pricing.
Just Operations
Already have a compliance and marketing solution? Start with the operations platform built specifically for independent agents.
All plans include a 14-day free trial. No credit card required.
Solo
$49/mo
List: $69/mo
or $441/yr — — save 25%
The relationship-first agent who wants their book managed automatically and their time back.
- Client and policy management — your entire book, searchable in seconds
- Renewal tracking — automated reminders at 60, 30, and 7 days
- Retention scoring — know who's at risk before they leave
- Cross-sell pipeline — AI-surfaced opportunities with confidence scores
- Pipeline tracking — know where your next commission is coming from
- Conversation Capture — voice memo to transcript, tasks, and calendar invites automatically
- Book Health Score — retention, engagement, multi-line, and growth in one score
- Book Composition Report — premium and policy count by line of business
- Growth Goals — whole-book and per-line targets with MTD and YoY tracking
- My Numbers — commission pace and income tracking
- My Views — build custom dashboard views showing exactly what you want
- Customizable Dashboard
- 14 automations running while you sleep
- Monthly Impact Report
- ROI dashboard — saved premium, hours back, referrals surfaced
- Automatic monthly data export — your data is always yours
- Medicare SOA tracking with 48-hour compliance monitoring
- 10-year CMS-ready SOA retention and export
- Annuity and life suitability documentation
- Mobile app and email support
Producer
$89/mo
List: $119/mo
or $801/yr — — save 25%
The agent building something — who needs to know what their book is worth, where it is going, and when they can afford to grow.
Everything in Solo, plus:
- Coverage Gap Finder — see exactly which clients are missing coverage by line
- Book Valuation Calculator — estimated book value based on your real retention rate
- Revenue Projection Calculator — model your book 12 months forward
- Referral tracking and automated referral loop — know who sends you business and automate the ask
- Hire ROI Calculator — know exactly when you can afford to grow your team
- Custom automation builder — build your own workflows on any of 7 trigger types
- Advanced pipeline management
- Client communication portal — clients view policies, message you, request changes
- Suitability records with client portal acknowledgment flow
- Compliance documentation export for regulatory review
- Open API access (5,000 requests per hour)
- Priority support and early access to new features
Agency
$69/seat/mo
List: $89/seat/mo
or $621/yr per seat — — save 25%
Minimum 2 seats · Save $20 per seat versus individual Producer pricing
The agency owner who needs to see their entire operation in one view and hold producers accountable to growth.
Everything in Producer, plus:
- Multi-producer roll-up — see the whole agency book in one view
- Producer Insights — retention rate, cross-sell conversion, 30-day delta, and attributed revenue per producer
- Producer Goals with visibility controls
- Goal Scorecard — every producer's progress, on-pace indicator, and distance to target
- Opportunity Lines — flag producers underperforming on specific lines versus agency average
- Agency-wide Growth Goals
- Agency admin controls and role-based access
- Producer invitation system — invite producers from your dashboard, each gets their own login
- Agency-level reporting
- Agency-wide compliance activity dashboard — all producers, all records
- Producer visibility: book health, pipeline health, Helm adoption, last active — per seat
- SOA and suitability records across all producers in one view
- Dedicated onboarding call — schedule anytime in your first 30 days
Agency owner? Contact us for Complete bundle pricing.
Pay now and skip the trial · No setup fees · Cancel anytime
Helm — Compliance and Marketing on Autopilot
One non-compliant post can cost an agent their license. Your clients need to hear from you consistently — but you don't have time. Helm fixes both.
Content that sounds like you, compliant before it publishes, live while you sleep.
Helm Solo
$77/mo
List: $97/mo
or $693/yr — — save 25%
- AI content generation in your voice — blog posts, social captions, email newsletters, video scripts
- 20+ state compliance engine — every piece of content reviewed against state-specific insurance advertising rules before it publishes
- Content calendar — plan and schedule content across all channels
- Multi-channel publishing — Facebook, Instagram, and LinkedIn direct from ACC
- Email campaigns by line of business — target specific segments of your book
- AI inbox — replies drafted in your voice, ready to send
- Voice memos to marketing opportunities — ACC detects campaign patterns in your client conversations
- Market Authority PDF reports — become the known expert in your market
- Referral Network Map — visualize and grow your referral relationships
- Client Sentiment Engine — scored sentiment across your entire book
- Compliance audit log — 3-year retention, regulator-ready
Helm Agency
$54/seat/mo
List: $74/seat/mo
or $486/yr per seat — — save 25%
Everything in Helm Solo, plus:
- Agency-wide compliance oversight — review all producer-generated content before it publishes
- Producer-level content performance — see which producers are publishing and how content is performing
- Shared content library across your entire producer team
- Agency compliance review dashboard
- Compliance activity tracked per producer (Agency + Helm)
Built to generate content from your book data — not generic templates. Every piece of content Helm creates is reviewed for compliance in your state and written in your voice. As your client history grows inside ACC, so does Helm's understanding of what makes your practice unique.
Done For You — We Set It Up. You Show Up.
Not ready to configure it yourself? Our team builds your entire ACC setup — book imported, automations configured, content voice calibrated, compliance engine activated for your licensed states. You log in to a system already working.
DFY Setup
$2,500
One-time investment
- Full ACC account configuration
- Book of business import and setup
- All 14 automations configured for your agency
- Content voice calibration — trained to sound like you
- Compliance engine activated for all your licensed states
- One-hour onboarding walkthrough call
- 30-day post-setup support window
DFY Ongoing
$97/mo
or $970/yr — save 17%
- Monthly ACC account review and optimization
- Automation performance audit
- Compliance engine updates as state regulations change
- Content voice review and recalibration
- Priority support — direct line to the ACC team
- Quarterly strategy call
Available as a standalone service or as an add-on to any ACC plan.
What Founding Agents Are Saying
[First testimonials from founding agents will appear here — check back soon]
Founding Agent
Independent agent or agency owner
Questions agents ask before they start
The first 100 agents lock in the Founding Agent Program rate for life.
After 100 founding agents, list pricing applies to all new accounts. Your rate never changes — no matter how much we build next.
Your data is encrypted in transit and at rest. Row-level security isolates your book from every other account. You own your data and can export it anytime.
Questions? Email us at [email protected]