Save 20%
Lite
For individual agents
$69/ month
+ $1 per statement retrieved*
- 300+ carriers supported
- Auto statement retrieval
- Upline Splits
- Missing Renewals
- Reconcile Underpayments
- Cross reference CRM
- Dashboard
- If/Then Rules
- Integrations & API Access
Pro
For agencies and teams
$256/ month
+ $1 per statement retrieved*
- Everything in Lite
- LOA Comp
- Override splits
- AOR Changes
- Agent & Manager Portals
Lite
For individual agents
$55/ month
+ $1 per statement retrieved*
- 300+ carriers supported
- Auto statement retrieval
- Upline Splits
- Missing Renewals
- Reconcile Underpayments
- Cross reference CRM
- Dashboard
- If/Then Rules
- Integrations & API Access
Pro
For agencies and teams
$204/ month
+ $1 per statement retrieved*
- Everything in Lite
- LOA Comp
- Override splits
- AOR Changes
- Agent & Manager Portals
Feature Comparison
| Features | Lite | Pro |
|---|---|---|
| Mapping engineCompile data from 300+ carriers into a uniform table called All Time. | ✔ | ✔ |
| RetrieveAutomatically retrieve statements from carrier portals. | ✔ | ✔ |
| Missing RenewalsHighlight renewals that stopped on a month-to-month basis. | ✔ | ✔ |
| DashboardIn-depth commission dashboard. Reporting galore. | ✔ | ✔ |
| ReferenceCross reference applications with commissions. | ✔ | ✔ |
| ReconcileHighlight underpayments. | ✔ | ✔ |
| APISend commission data instantly to CRM. | ✔ | ✔ |
| If/Then RulesManipulate data using custom rules. | ✔ | ✔ |
| AccountingSync with your bank to compare deposits vs statements. | ✔ | ✔ |
| True-up trackerTrack 2nd commissions for new Medicare Advantage clients. | Coming soon | Coming soon |
| Forecast future commissions | Coming soon | Coming soon |
| World-class support | ✔ | |
| Comp engineCreate Comp Plans. | ✔ | |
| PortalsAgent login for commission tracking and payments. | ✔ | |
| MessagingReplace Slack, Teams, or Discord. | Coming soon | |
| BoardsKanban boards to track everything. | Coming soon | |
| Additional UsersAdd unlimited users to your account. | ✔ |
