Pricing
Simple plans for brokers and agencies
Pick the plan that fits how you work. Every plan includes the full affordability engine and white-label proposals.
Plans
Solo Broker
For independent brokers and producers quoting their own book.
1 user
- Census upload & validation
- Lowest-cost silver plan lookup (HealthCare.gov states)
- Affordability test with IRS safe harbors
- Allowance recommendations by employee class
- Your logo and colors on PDF & PowerPoint proposals
Agency
For agencies with several producers sharing branding and clients.
Up to 5 users
- Everything in Solo Broker
- Shared agency workspace
- Agency-wide proposal branding
- Team members and roles (coming soon)
- Priority email support
Enterprise
For large agencies, networks and carriers' broker programs.
Custom
- Everything in Agency
- Custom user counts
- Onboarding assistance
- Custom proposal templates
- Invoiced billing
Introductory pricing — placeholder amounts shown, subject to change before launch. Prices in USD; taxes may apply.
Compare plans
| Feature | Solo Broker | Agency | Enterprise |
|---|---|---|---|
| Census upload & validation | Included | Included | Included |
| Lowest-cost silver plan lookup from CMS data | Included | Included | Included |
| Affordability test (rate of pay, W-2, FPL safe harbors) | Included | Included | Included |
| Location safe harbor | Included | Included | Included |
| Allowance optimizer by employee class | Included | Included | Included |
| Group-plan cost comparison | Included | Included | Included |
| White-label PDF proposals | Included | Included | Included |
| Editable PowerPoint (.pptx) proposals | Included | Included | Included |
| Shareable proposal links | Included | Included | Included |
| State-based exchange states (e.g. MNsure) | Coming soon | Coming soon | Coming soon |
| Users | 1 | Up to 5 | Custom |
| Shared agency workspace & branding | Not included | Included | Included |
| Team members & roles | Not included | Coming soon | Coming soon |
| Custom proposal templates | Not included | Not included | Included |
| Support | Priority email | Dedicated contact |
Pricing questions
Is this pricing final?
No. The amounts shown are introductory placeholders and may change before launch. We'll tell early-access brokers about final pricing before any billing begins.
Is there a discount for paying annually?
Yes. Use the Monthly / Annual switch above to compare. Annual plans are billed once a year.
Do my employer clients need an account?
No. You create the analysis and deliver the proposal; your clients receive a PDF, a PowerPoint file, or a link.
What's included in Enterprise?
Enterprise is for larger agencies and broker networks that need more users, onboarding help, custom proposal templates, or invoiced billing. Contact us to talk it through.
Can I cancel?
Cancellation and refund terms will be published in the Terms of Service before paid plans launch.
Not sure which plan fits?
Tell us about your agency and we'll help you choose.