Our Plans

Simple pricing for solo agents. Agency plans shaped in your free consultation. No hidden fees. No long-term contracts.

Most Popular

Solo Agent

Auto · Home · Life · Health · Commercial

$99/mo

or $999/year

  • Your own branded client app — your face on the icon
  • Dedicated account manager assigned to you
  • Automated 90/60/30-day renewal alerts
  • Quote comparisons across top carriers
  • Milestone and birthday tracking
  • Digital ID cards for every client
  • Direct client chat inside your app
  • Client engagement campaigns
  • Renewal and retention reporting
  • Billing and commission tracking
  • 24/7 support team
Get Started →

Growing Agency

Up to 5 agents · All lines of business

Custom

Pricing shaped to your agency in a free consultation

  • Your own branded client app — your face on the icon
  • Dedicated account manager assigned to you
  • Automated 90/60/30-day renewal alerts
  • Quote comparisons across top carriers
  • Milestone and birthday tracking
  • Digital ID cards for every client
  • Direct client chat inside your app
  • Client engagement campaigns
  • Renewal and retention reporting
  • Billing and commission tracking
  • 24/7 support team
  • Up to 5 agent seats included
  • Shared client database across your team
  • Team performance dashboard
  • Priority support queue
Book Your Consultation →

Volume Pricing for Teams of 6+

Team plans are sized in a free consultation — team size, lines of business, and book volume all factor in. Team rates always beat standard per-agent cost, and annual billing takes two months off.

Book a consultation and we'll size a plan to your team — published rate cards can't account for your mix of lines and book volume, so we don't pretend one fits all. No setup fees, no monthly minimums, no contracts either way.

Get a Team Quote →

The Fees We Don't Charge

Engagement platform pricing gets expensive in the line items, not the headline rate. Every one of these is $0.

$0

Setup or onboarding fee

$0

Per-policy review fee

$0

Carrier connection fee

$0

Data import fee

$0

Per-client messaging fee

$0

After-hours surcharge

$0

Monthly minimum

$0

Cancellation fee

14-Day Satisfaction Guarantee

We're confident Policy Pals 365 will help you retain more clients than you would on your own. Not satisfied after your first 14 days? We'll refund your first month entirely — no questions asked. If we don't deliver, you don't pay.

Book Your Demo — Risk-Free →
How It Works

Up and Running in Three Steps

No long contracts. No complicated setup. Just better client engagement — starting today.

1

Sign Up

Create your account in 5 minutes — no long contracts.

2

Add Your Clients

Import your book of business and set your renewal and milestone preferences. That's it.

3

Start Engaging

We begin tracking policies, sending reminders, and growing retention immediately.

Book a Free Demo →

Frequently Asked Questions

Everything you need to know before joining.

How much does Policy Pals 365 cost?+
Solo Agent is $99/month or $999/year. Agency plans are sized to your team in a free consultation. No setup fees, no hidden charges, no monthly minimums.
Do I need a contract?+
No contracts. You work with us month-to-month and can cancel anytime. We earn your business every month, not with a lock-in clause.
Which lines of business do you support?+
Auto, home, life, health, commercial, and more. Our specialists know your market so you get support that fits your book.
How do clients get billed?+
Your clients keep paying their carriers directly — we never touch their premiums. We just help you track renewals, reviews, and commissions.
Do I approve every message?+
Yes. You set your engagement preferences. We bring you opportunities — you approve every campaign before it goes out. No surprise outreach.
What if I'm not satisfied?+
Try us risk-free for 14 days. If we don't deliver better retention than you'd manage on your own, we'll refund your first month — no questions asked, no cancellation fees.