Pricing

Priced per advisor. Built for Canadian firms.

One subscription covers every tool in the platform — renewals, books, claims, benchmarks, deliverables, chatbots. No per-seat surcharges on client books, no PDF generation credits, no “AI usage” meter.

Solo

For independent advisors running a single book.

$—

per advisor / month

Unlimited renewal challenges
Client library + booklets
Claims experience + forecasting
Branded report PDFs
Employee chatbot · 1 firm

Firm

Most firms

For multi-advisor offices and small MGAs.

$—

per advisor / month

Everything in Solo
Multiple advisors per firm
Shared client + booklet library
Custom firm branding on every deliverable
Priority support

Book a demo

Enterprise

For consultants, larger MGAs, and benefits TPAs.

Custom

annual

Everything in Firm
Single sign-on (SSO)
Custom data-residency arrangements
Onboarding + training included
Dedicated account contact

Talk to us

Pricing for the Solo and Firm tiers is being finalized. Book a demo and we’ll walk through the rate before you commit.

What you're paying for

The surface advisors actually work in.

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Renewal challenge report

The branded PDF you send back to the carrier — line-by-line math, your firm's logo.

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Practice dashboard

Renewal pipeline, client library, claims experience, and benchmarks in one surface.

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Employee benefits chatbot

Booklet-grounded Q&A for plan members, white-labelled to the employer.

Questions

Common ones, answered.

What counts as a "renewal challenge"?: Any carrier renewal PDF you run through the analyzer. Unlimited across every tier — there’s no per-renewal credit system.
Do you charge for client books or booklets?: No. Client library and booklet storage scale with your firm, not your bill.
Is there an onboarding fee?: Solo and Firm: no. Enterprise: onboarding and training are included in the annual contract.
Where is the data hosted?: AWS Montreal (ca-central-1). Data does not leave Canada.
How do I get started?: Book a demo and we’ll walk you through the platform on a real renewal of yours, or sign up directly and add a card to start using it.