The Intelligent Agent
The Intelligent Agent
Plans built around the work

One intelligence layer. The right level of work.

Solo gives one professional the complete platform. Plus unlocks Account Rooms and agentic workflows for teams. Enterprise connects and governs the work across organizations.

Only Solo has public pricing. Plus and Enterprise are built by proposal.

Cited insurance answers
Document Explain
Policy Compare
Proposal Builder
ACORD Filler
Communications Studio
Resource Studio

For the independent operator

Solo

01
$1,500per year

Paid in full. One user.

One complete insurance workspace for research, document work, client deliverables, and content.

Core platform

  • Cited Chat with insurance and case law context
  • Document Explain and Policy Compare
  • Proposal Builder and ACORD Filler
  • Communications Studio and Resource Studio
  • One private user workspace

For the connected agency

Plus

02

Let's scope it together

Pricing is provided in your proposal.

The shared operating layer for agencies that want every seat working from the same account context.

Everything in Solo, plus

  • Account Rooms for collaborative account work
  • Shared organization knowledge and standards
  • Human-reviewed agentic workflows
  • Connected AMS and CRM account intelligence
  • Custom builds and integrations available
Agency choice

For insurance at scale

Enterprise

03

Let's scope it together

Pricing is provided in your proposal.

A governed intelligence and workflow platform for complex insurance organizations.

Everything in Plus, plus

  • Advanced agentic workflow orchestration
  • Networks, carriers, associations, and mega agencies
  • Multi-organization controls and governance
  • Carrier underwriting and service workflows
  • Managed implementation and success partnership

See the operating difference

Choose by the work you want to unlock.

Every plan starts with the same insurance intelligence. Plus adds the shared account layer and reviewed agentic work. Enterprise adds orchestration, governance, and scale.

CapabilitySoloPlusEnterprise
Core insurance intelligence
Cited Chat and risk questionsIncludedIncludedIncluded
Document Explain and Policy CompareIncludedIncludedIncluded
Proposal Builder and ACORD FillerIncludedIncludedIncluded
Communications Studio and Resource StudioIncludedIncludedIncluded
Team operating layer
Account RoomsIncludedIncludedIncluded
Shared organization knowledgeIncludedIncluded
Human-reviewed agentic workflowsIncludedAdvanced
Connected AMS and CRM intelligenceScopedScoped
Scale and learning
Custom builds and integrationsAvailableAvailable
Multi-organization governanceIncluded
Intelligent LMSOptional add-onOptional add-on

Intelligent LMS is optional. Plus and Enterprise customers can add a learning environment scoped to onboarding, development, and organizational standards. It is not automatically included.

Launch services

Start with your knowledge, your workflows, and your people ready.

Choose the level of hands-on support your team needs. Every engagement is reviewed with you before launch.

Optional for Plus

Guided Launch

Knowledge setup, configuration, validation, and up to three hours of live training.

Scoped separately

Managed Migration

Inventory, cleanup, taxonomy, permissions, migration, and quality review for larger knowledge bases.

Included with Enterprise and custom

White Glove Implementation

Discovery, implementation planning, configuration, enablement, and launch governance with our team.

Selected plan

Plus

Tell us where the work slows down. Your request will be added to our internal CRM so our team can follow up quickly.

Let's talk about Plus

We will learn how your team works and prepare the right proposal.

Your details land in our CRM. No spam, we'll only contact you about your request.

Good questions, answered plainly.

Which price is published?

Solo is $1,500 per year, paid in full. Plus and Enterprise are scoped with our team, so their pricing is provided in a proposal.

Who is Plus for?

Plus is for agencies and teams that want shared knowledge, Account Rooms, connected account intelligence, and human-reviewed agentic workflows across multiple seats.

Who is Enterprise for?

Enterprise is designed for networks, mega agencies, carriers, and associations that need broader rollout, governance, integrations, or a tailored implementation.

Are custom builds and integrations available?

Yes. They can be scoped for Plus and Enterprise based on the systems, workflow, security, and implementation requirements involved.

Is Intelligent LMS included?

Intelligent LMS is available as a separately scoped add-on for Plus and Enterprise. It is not automatically included.

Can your team handle onboarding and training?

Yes. White Glove Implementation is included with Enterprise and custom builds. Plus customers can add Guided Launch for knowledge setup, validation, and up to three hours of live training. Larger migrations are scoped separately.