Three plans, clearly separated by operating model. Essentials is the off-the-shelf foundation, Pro adds deeper configuration on transparent per-seat pricing, and Max covers the highest-connectivity requirements.
| Essentials | Pro | Max | |
|---|---|---|---|
| £25 per seat / month | £135 per seat / month | Consultation call required | |
| Get started with quote to renewal operations, governance, and reporting | Add configurable workflows, documents, portals, and migration support | Extend Pro with APIs, underwriter workflows, EDI, and dashboards | |
| Full lifecycle (quote, bind, MTAs, renewals, cancellations) | |||
| Search | |||
| Renewals and servicing visibility | |||
| Data export (bordereaux-style exports) | |||
| Quote management (quotes, status, linked terms and documents) | |||
| Contact management (single client view, audit trail) | |||
| Email integration (file emails against records) | |||
| Document management (upload and catalogue documents) | |||
| Enrichment (third-party data enrichment) | |||
| Compliance checks (sanctions and PEP) | |||
| Standard reporting and exports (predefined reports and bordereaux-style output) | |||
| Open APIs | |||
| Permissions and audit trails (role-based access) | |||
| Tasks (task management, reminders, workflow automation) | |||
| AI assistant | |||
| Risk configuration (configurable question sets) | |||
| Document templates (basic templates) | |||
| Advanced and custom document generation | |||
| Claims management (standard starting point, scoped bespoke extension) | |||
| Client portal (standard launch package, scoped self-service extension) | |||
| Payments and balances (paid vs due tracking and reporting) | |||
| Data migration (transformation, cleaning, mapping) | |||
| Bespoke fields and reports (data viewer starting point, scoped extensions) | |||
| API integrations (systems with an API, scoped implementation) | |||
| Underwriter connection (panels, APIs, workflows) | |||
| EDI (where relevant) | |||
| Dashboards (framework-based, scoped per dashboard) |
Pricing starts with seats, then adjusts for the work involved: entities, products, integrations, and migration. Essentials and Pro are transparent per-seat packages, while Max starts with a short conversation so we can scope it properly.
Start with the right package
Packages available
Begin without a long implementation
To get started on Essentials
Streamline manual workflows
Potential efficiency gain for admin operations
One platform for insurance brokers, keeping data connected across the entire brokerage lifecycle.