Priced by agency size. Never by features.
There are no packages. Every agency can switch on any of the 18 features — turn on what you use, leave the rest off. The only thing that sets your price is the size of your agent roster, confirmed through SuranceBay or your agency roster. Fixed tiers, no negotiation.
Foundation
Up to ~75 agents
$3,500 /mo
+ $5,000 one-time setup
Growth
~75 – 200 agents
$6,500 /mo
+ $5,000 one-time setup
Partner
~200 – 500 agents
$10,000 /mo
+ $5,000 one-time setup
Enterprise
500+ agents
$15,000 /mo
+ $5,000 one-time setup
Your tier adjusts automatically as your roster grows — and which features you switch on never changes the price. We tailor the setup to exactly what your agency needs during onboarding.
Every Plan Can Switch On
The whole toolkit — turn on what you need.
✓Access to all 18 features & tools — switch on what your agency uses
✓The AI product desk anchors every plan
✓Case-stall, lapse & renewal alerts, lead distribution & scheduling
✓Agent tools: quoting, resource library, training, federal toolkit, needs analysis, marketing
✓Commissions, tax estimates & agency production tracking
✓White-label email from your own domain
✓Onboarding, configuration, updates & support
✓Oversight & ROI dashboards for admins and owners
One Product, Always Growing
The platform you launch with only gets stronger.
New features are added over time — either built for a single agency's specific needs, or rolled out platform-wide so every agency gets the upgrade. Either way, the published tier prices stay fixed.
Not sure which tier fits?
Book a quick demo — we'll size it to your roster and show you the platform live.
Book a Demo