Our Plans

Transparent pricing. No hidden fees. No long-term contracts. Just client engagement tools that keep your book growing.

Most Popular

Solo Agent

Auto · Home · Life · Health · Commercial

$99/mo

or $999/year

  • Dedicated account manager assigned to you
  • Automated policy review reminders
  • Quote comparisons across top carriers
  • Milestone and birthday tracking
  • Client engagement campaigns
  • Renewal and retention reporting
  • Billing and commission tracking
  • 24/7 support team
Get Started Free →

Growing Agency

Up to 5 agents · All lines of business

$299/mo

or $2,999/year

  • Dedicated account manager assigned to you
  • Automated policy review reminders
  • Quote comparisons across top carriers
  • Milestone and birthday tracking
  • 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
Get Started Free →

Team Pricing for 6+ Agents

Volume pricing for six or more agents comes in below our standard rates. The exact discount depends on your team size and the lines you cover.

AgentsMonthly RateAnnual Rate (2 months free)
6 agents$599$5,999
10 agents$899$8,999
25 agents$1,999$19,999

Agencies with steady growth are almost always better off on the annual plan.

Get Team Pricing →

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

Monthly platform 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. Growing Agency is $299/month or $2,999/year. 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.