Pricing

Built for your industry.

Three verticals, three tiers each, configured per industry. Pricing is highly variable by call volume, producer count, AMS, language coverage, and white-label scope — so every plan is quote-driven. Talk to us for an exact number.

Founding customer offer

First 20 customers per vertical — 24-month price-lock.

Your monthly base + add-ons stay fixed for 24 months from signature, even if list prices change. 20 founding spots available per vertical (60 total across Insurance, HVAC, Plumbing).

Non-captive independent agencies and sole-proprietor producers. Brokerage networks with captive sub-agents on Network tier.

Not served: Not for captive carriers (State Farm, Progressive, Allstate, etc.) or MGAs in the wholesale layer.

Solo Producer

For single-producer agencies.

Contact for pricing

Tailored to your call volume, producer count, and integrations.

Includes

1 dedicated AI phone line
1 producer seat
1 location
300 voice minutes / month
~150 SMS / month
Carrier-claim hot-transfer (standard)
Routing tables (editable in 30s)
Lead capture + SMS quote-link follow-up
Call recording, 7-year retention
English baseline

What's added

Cancellation save trigger (real-time producer page)
Emergency bypass on trigger words
Universal claim-branch at greeting
Per-state recording disclosure
TCPA SMS consent capture
Call dashboard + transcripts + search

Contact for pricing

Agency Starter

For multi-producer agencies.

Contact for pricing

Tailored to your call volume, producer count, and integrations.

Includes

3 producer seats (up to 10 via add-on)
3 dedicated phone numbers
1 location (up to 3 via add-on)
Pooled voice minutes across producers
Location-based call routing
1 AMS connector included
Web chat widget + handoff
Per-producer KPIs
Priority email support
English baseline

What's added

Everything in Solo Producer
Multi-producer dashboard
Per-location greetings
AMS-integrated lead + servicing sync
Lead conversion funnel analytics
Cancellation save tracking

Contact for pricing

Network / Brokerage

For captive-brand brokerage networks.

Contact for pricing

Tailored to your call volume, producer count, and integrations.

Includes

Uncapped phone lines + producers
Multi-location, unlimited
Pooled minutes (negotiated floor)
Isolated sub-accounts per sub-agent
Full white-label across portal + voice + SMS + email
Custom portal domain
Multi-AMS support
FNOL Capture included
Custom KPI dashboards
Dedicated account manager + QBRs

What's added

Everything in Agency Starter
Network-level dashboard (sub-agent visibility)
Sub-agent permission scoping
Network billing aggregation
Custom SLA
Slack support channel

Contact for pricing

Compare every feature

Every feature, every tier, side-by-side. Click a category heading to collapse it.

Feature	Solo Producer	Agency Starter	Network / Brokerage
Call handling
AI Voice Receptionist (24/7)Always-on AI agent that answers inbound calls in under 2 seconds.
Call recordings (caller + AI on separate tracks)Per-call stereo recording (caller + AI on separate channels) for audit, training, and dispute resolution.
Asks every caller upfront if it's a claimEvery inbound call is asked upfront whether it's about a claim. Routes per tenant config (hot-transfer or FNOL).
Auto-detects caller's languageDetects caller's language from first utterance and routes to enabled-language agent.
Warm transfer with caller contextWarm-transfer to staff with structured caller context (intent, captured fields, sentiment) summarized to the receiving agent.
After-hours intake with morning follow-upCaptures intake outside business hours, schedules a 9 AM next-business-day follow-up task in the CRM.
Searchable call history with transcriptsSearchable history of all calls with transcripts, recordings, intent labels.
Daily SMS recapOnce-daily SMS to the producer summarizing calls, leads, urgent items.
Voice & SMS capacity
Dedicated phone numberDedicated toll-free or local number routed to the AI agent.	Up to 1 number	Up to 3 numbers	Uncapped
Voice minutesMonthly voice minutes included in base tier; overage rates apply beyond.	300 minutesOverage $0.40/min	1,800 minutesPooled across producers; overage $0.30/min	Pooled (negotiated)Negotiated floor; overage $0.20/min or none
SMS messagesMonthly SMS pool included in base tier.	150 messagesOverage $0.07/SMS	600 messagesOverage $0.05/SMS	Pooled (negotiated)Unlimited or negotiated
Extra dedicated phone numbersExtra number beyond base allocation.	Add-on	Add-on
Producer management
Producer seats (own schedule + routing)Per-producer config: schedule, call routing rules, dedicated dashboard access.	1 included, up to 3	3 included, up to 10	Uncapped
Per-producer dashboardPer-producer dashboard view (their calls, their leads, their KPIs).
Per-producer schedule + vacationPer-producer business-hours + vacation overrides for call routing.
Locations
Multi-location supportMultiple physical locations with their own routing + greetings.		1 included, up to 3	Uncapped
Location-based call routingRouting rules per location (which producer covers, which schedule, which carriers).
Per-location greetingsPer-location greeting personalization (location name, address, hours).
Lead capture & intake
Product detection (Auto · Home · Life · Commercial)Detects which insurance product the caller is asking about and runs matching intake flow.
Lead capture (name, ZIP, phone, email, source)Structured intake of new-prospect details for downstream quoting.
SMS quote-link follow-upSends configurable quote-form link via SMS during or after the call.
Risk-profile capture (driver, vehicle, property)Captures driver/vehicle/property details during quote-intake calls.
Your quote form, sent via SMSTenant-specific destination URL for SMS quote-link follow-ups.
Claims
Hot-transfer to carrier claims lineOn claim calls, dials the right per-carrier claims number and bridges. Standard service-model behavior.
Editable routing tables (carrier, billing, custom)Admin-editable structured lookup tables the AI queries during calls. Vertical-default seeded; per-tenant customizable.
First-notice-of-loss intakeFull First-Notice-of-Loss intake: urgency triage, structured field harvesting, damage-photo SMS upload, CRM sync.	Add-on	Add-on
Emergency bypass on urgent keywordsActive-threat words (fire, injury, total loss, etc.) trigger immediate ring-all to staff bypassing normal flow.
Damage-photo upload via SMSFNOL-mode calls receive a secure upload link via SMS; photos attach to the claim record.	Add-on	Add-on
Cancellation alerts (real-time producer page)Save-trigger words (cancel, switch, shopping, competitor names) page the producer in real-time via SMS + call.
Policy servicing
Caller authentication (policy # + DOB)AI authenticates the caller against their policy record before any servicing action.
Policy servicing intake (address, vehicle, driver, dec page, ID, COI)Captures address change, vehicle add/remove, driver add/remove, dec page request, ID card request, COI request.
Billing-question routing (carrier or producer)Routes billing questions to carrier billing line or to producer per tenant config.
AMS integrations
AMS connector (1 integration)Production-grade native integration with one named AMS: EZLynx / Vertafore / AMS360 / HawkSoft / QQCatalyst / NowCerts / Applied Epic.	Add-on	1 connector	1 connectorAdditional AMS feeds via add-on
AMS connector (multi-AMS for sub-agents)For Network-tier brokerages with sub-agents on different AMSes.
Daily-digest email + CSV exportFor tenants without an AMS connector: daily email digest + on-demand CSV export of leads + servicing requests.
Web chat
Web chat widgetJavaScript embed for the tenant's website. Same AI brain as voice.	Add-on
Live handoff from chat to producerVisitor escalates web chat to a live producer when available.	Add-on
Chat history + analyticsSearchable chat history with handoff outcomes + intent labels.	Add-on
Analytics & reporting
Call analytics dashboardVolume, duration, outcome distribution, intent-label distribution per period.
Lead conversion funnelInbound → qualified → quoted → bound conversion at each step.
Cancellation save trackingSaves attempted / completed, save-rate trend over time.
Per-producer KPIs (calls, conversion, save rate, response time)Calls / conversion rate / save rate / response time per producer.
Custom KPI dashboards + monthly PDFSaved views, exportable, branded monthly PDF summary.		Add-on
Quote-to-bind tracking (requires AMS)Quote intake → bound policy attribution via AMS sync.	Add-on	Add-on
Compliance & retention
Per-state recording disclosurePer-state recording disclosure played at call start. Handles CA/FL/IL/MD/MA/MT/NH/PA/WA two-party-consent variations.
Auto SMS consent capture (TCPA-compliant)Verbal or one-touch SMS consent capture before any outbound message. Audit-logged.
7-year recording retentionStandard 7-year retention for insurance regulatory norms.
10-year extended retention (E&O)Extended 10-year retention for E&O-sensitive operations.	Add-on	Add-on	Add-on
Audit LogEvery AI action + every config change is logged with actor, timestamp, before/after state.
Languages
English (baseline)Default language; no extra cost.
SpanishSpanish detection + responses. One-time setup; no monthly recurring (Option 2 locked 2026-05-17).	Add-on	Add-on	Add-onOften included free at Network as part of negotiated contract
Other languages (Vietnamese, Tagalog, Portuguese, Korean, etc.)Additional language beyond English + Spanish. One-time setup; no monthly recurring.	Add-on	Add-on	Add-on
White-label & branding
Custom portal logo + brand colorTenant-supplied logo + brand color applied to portal chrome.	Add-on	Add-on
Custom portal domainapp.brokerage-brand.com routing to the tenant's portal.
Custom voice persona (network brand)AI introduces itself with the network's brand name + persona (Network tier white-label).
Branded SMS sender + short-linksSMS sender shows network brand; short-links use brokerage-brand.link domain.
Branded transactional emailsTransactional emails sent from network's domain with network templates.
Full white-label (no aiapps365 branding)Full theme tokens applied across portal; no aiapps365 logos/footers visible to sub-agents.
Branded chat-widget embedWeb chat embed widget rendered with network brand.	Add-on	Add-on
Network sub-accounts
Isolated sub-accounts per sub-agentNetwork tenant can provision isolated sub-accounts for captive sub-agents under their brand.
Network-wide dashboardRollup view across all sub-agents under the network.
Per-sub-agent permission controlsPer-sub-agent role/permission controls within the network parent.
Consolidated network billingOne consolidated invoice to the network with per-sub-agent line allocations.
Onboarding & support
White-glove onboarding (we configure it)Our team configures the AI for the tenant. Set-and-forget delivery model.
Email support (business hours)Standard email support during business hours.
Priority email support (under 4 hours)Sub-4-hour first-response SLA on email tickets.
Dedicated Slack channelDedicated shared Slack channel for the tenant.
Dedicated account managerNamed AM with quarterly reviews + escalation path.
Quarterly business reviewsScheduled QBR with platform usage, ROI, roadmap inputs.

IncludedAdd-onAvailable as paid add-onNot available on this tier

Composable add-ons

Layer these on top of any base tier. Founding-cohort customers price-lock add-ons alongside the base tier.

Producer seats
Additional producer (metered)
$79/mo per producer
Adds 1 producer seat with own schedule + routing. 200 voice min/mo included; overage rate per tier.
Available on: solo · agency
Producer seats
Additional producer (unlimited)
$149/mo per producer
Adds 1 producer seat with no minute cap. For producers averaging >250 min/mo.
Available on: solo · agency · network
Location
Additional location
$99/mo per location
Adds 1 location with its own routing rules and greeting.
Available on: agency · network
Phone
Additional dedicated phone number
$15/mo per number
Extra dedicated number for marketing campaigns, location-specific lines, or producer-direct lines.
Available on: solo · agency
Integrations
AMS connector
$79–$199/mo (per AMS, 1 included on Agency + Network)
Production-grade integration with one named AMS: EZLynx · Vertafore / AMS360 · HawkSoft · QQCatalyst · NowCerts · Applied Epic.
Available on: solo · agency · network
Claims
FNOL Capture (Claims Included mode)
$499 setup + $99/mo (included on Network)
Full First-Notice-of-Loss intake — urgency triage, structured field harvesting, SMS damage-photo upload, CRM payload sync.
Available on: solo · agency
Language
Language — Spanish
$499 setup, $0/mo
Enables Spanish language detection + responses on inbound calls. One-time setup; no monthly recurring.
Available on: solo · agency · network
Language
Language — Other (Vietnamese, Tagalog, Portuguese, Korean, etc.)
$699 setup, $0/mo
One additional language beyond English + Spanish. One-time setup; no monthly recurring.
Available on: solo · agency · network
Branding
White-label (lite)
$199/mo
Portal logo + color override + embed-widget brand. Voice persona, SMS sender ID, custom domain, email branding require Network tier.
Available on: solo · agency
Compliance
Recording retention 10 years
$49/mo
Extends default 7-year retention to 10 years for E&O-sensitive operations.
Available on: solo · agency · network
Analytics
Custom KPI dashboards
$99/mo (included on Network)
Saved views, exportable reports, branded monthly PDF summary.
Available on: agency

Cancel anytime with 30 days' notice. No long-term contracts. No exit fees.

Not sure which fits?

Tell us your call volume, current answering setup, and integrations on a 30-minute demo. We'll quote you live and you'll hear the AI on a real number.

Book a demo