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distribution based pricing

A Scalable solution
for every organization

Retail Agent

$499

per agency/month

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  • Unlimited Surveys and Stories
  • Drag and Drop Workflow Editor
  • Communicate via Email or SMS
  • Easy Branding for Quote Docs
  • AI Powered Market Appetite System
  • Esign and Payment with Financing

Enterprise

$tbd

One Time License

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  • Your custom experience
  • Ecosystem as a Service
  • Enable a Cross / Up Sell culture
  • Gain adoption without friction
  • Full Source Code Fork
  • Customer Success Training

FAQ-U MANG

Frequently Asked Questions

We love to hear from our clients, but before you reach out feel free to browse these faq’s to see if they answer something on your mind.

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Our success team will work with you to make the process as painless as possible. We will walk you through setting up your first story and make sure you are using the workflows like a pro in no time.

We love pdfs and we allow you to drag and drop in templates and make your own custom pdf populate in snap! You will be able to select any of the profile or story data to fill out documents on the fly.

We are not data thugs, we leave that to the lead gen companies and social media. You will always own your data and have access to anything you build on our platform.

Yes, we allow co-browsing and ad hoc invitations to help the insured or prospect really get the form filled out quickly. We can even play form tennis if you like!

Your process is special
it’s time to protect it.

Don’t let tech tell you how to sell insurance. It is time for you to tell the tech how it needs to be done. Come see the future.

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