Call Us Today: (980) 288-7723

Simple, affordable pricing. No per-seat fees.

We understand times have changed – it’s more important than ever for agencies to connect with clients the way clients prefer to connect.  Insurance Agent App makes it affordable for all agencies to accomplish their digital marketing goals and engage with clients on their smartphones. Plans vary by employee head count and locations, and whether we integrate with your agency’s management system. Get started with a one-time setup fee; it’s month-to-month after that with no contract.

Select Your Plan

Sole Proprietor

Up to 1 Location or 2 Employees

Integrated ⓘ
$60/Month
$650 Setup Fee

Non-Integrated ⓘ
$50/Month
$500 Setup Fee

BUY NOW

Small Agency

Up to 2 Locations or 7 Employees

Integrated ⓘ
$85/Month
$1,000 Setup Fee

Non-Integrated ⓘ
$65/Month
$750 Setup Fee

BUY NOW

Medium Agency

Up to 3 Locations or 15 Employees

Integrated ⓘ
$110/Month
$1,300 Setup Fee

Non-Integrated ⓘ
$85/Month
$1,000 Setup Fee

BUY NOW

Large Agency

Up to 4 Locations or 30 Employees

Integrated ⓘ
$140/Month
$1,625 Setup Fee

Non-Integrated ⓘ
$105/Month
$1,250 Setup Fee

BUY NOW

Super Agency

Up to 15 Locations or 50 Employees

Integrated ⓘ
$225/Month
$2,600 Setup Fee

Non-Integrated ⓘ
$170/Month
$2,000 Setup Fee

BUY NOW

Extreme Agency

More than 15 Locations; 51+ Employees

Integrated ⓘ
$325/Month
$4,000 Setup Fee

Non-Integrated ⓘ
$250/Month
$3,000 Setup Fee

BUY NOW

Have a question about pricing? Send us an email.

Simple, affordable pricing.
No per-seat fees.

We understand times have changed – it’s more important than ever for agencies to connect with clients they way clients prefer to connect.  Insurance Agent App makes it affordable for all agencies to accomplish their digital marketing goals and engage with clients on their smartphones. Plans vary by employee head count and locations, and whether we integrate with your agency’s management system. Get started with a one-time setup fee; it’s month-to-month after that with no contract.

Select Your Plan

Sole Proprietor

Up to 1 Location or 2 Employees

Integrated ⓘ
$60/Month
$650 Setup Fee

Non-Integrated ⓘ
$50/Month
$500 Setup Fee

BUY NOW

Small Agency

Up to 2 Locations or 7 Employees

Integrated ⓘ
$85/Month
$1,000 Setup Fee

Non-Integrated ⓘ
$65/Month
$750 Setup Fee

BUY NOW

Medium Agency

Up to 3 Locations or 15 Employees

Integrated ⓘ
$110/Month
$1,300 Setup Fee

Non-Integrated ⓘ
$85/Month
$1,000 Setup Fee

BUY NOW

Large Agency

Up to 4 Locations or 30 Employees

Integrated ⓘ
$140/Month
$1,625 Setup Fee

Non-Integrated ⓘ
$105/Month
$1,250 Setup Fee

BUY NOW

Super Agency

Up to 15 Locations or 50 Employees

Integrated ⓘ
$225/Month
$2,600 Setup Fee

Non-Integrated ⓘ
$170/Month
$2,000 Setup Fee

BUY NOW

Extreme Agency

More than 15 Locations; 51+ Employees

Integrated ⓘ
$325/Month
$4,000 Setup Fee

Non-Integrated ⓘ
$250/Month
$3,000 Setup Fee

BUY NOW

Have a question about pricing? Send us an email.

Pricing Is Based On Three Factors:

1.  INTEGRATED or NON-INTEGRATED

Today Insurance Agent App is integrated with Vertafore’s QQ Catalyst and Hawksoft CMS, with others planned for 2019.

QQ Catalyst & Hawksoft CMS agencies should click on the INTEGRATED PLANS button below.  All other agencies should click on NON-INTEGRATED PLANS. 

2.  TOTAL # OF AGENCY EMPLOYEES

Keep it simple… How many people does your agency employ?

3.  TOTAL # OF AGENCY LOCATIONS

How many locations do you want to display in your mobile app? If your agency does not fit “neatly” into the criteria above please contact us.

Integrated Plans

Non-Integrated Plans

Select Your Plan

Agency Employees

Number of locations

One-Time Set-up / License Fee

Monthly Hosting / License Fee

Sole Proprietor

Plan A – Non-Integrated

1-2

1

$500

$50

Get Started

Small Agency

Plan B – Non-Integrated

3-7

2

$750

$65

Get Started

Medium Agency

Plan C – Non-Integrated

8-15

3

$1000

$85

Get Started

Large Agency

Plan D – Non-Integrated

16-30

4

$1250

$105

Get Started

Advanced Agency

Plan E – Non-Integrated

31+

5-15

$2000

$170

Get Started

Super Agency

Plan F – Non-Integrated

31+

16+

$3000

$250

Get Started

Contact us if you have more than four locations – [email protected]

The license/branding fee is paid when an agency signs-up and their account is created.
The first monthly hosting/maintenance fee is due one month after sign-up, and will be charged to the credit card used at sign-up.

Clicking the Get Started button starts the process of licensing the Insurance Agent mobile application. For a full description of that process please check out our FAQ page.

Pricing Is Based On Three Factors:

1.  INTEGRATED or NON-INTEGRATED

Today Insurance Agent App is integrated with Vertafore’s QQ Catalyst and Hawksoft CMS, with others planned for 2019.

QQ Catalyst & Hawksoft CMS agencies should click on the INTEGRATED PLANS button below.  All other agencies should click on NON-INTEGRATED PLANS. 

2.  TOTAL # OF AGENCY EMPLOYEES

Keep it simple… How many people does your agency employ?

3.  TOTAL # OF AGENCY LOCATIONS

How many locations do you want to display in your mobile app? If your agency does not fit “neatly” into the criteria above please contact us.

Non-Integrated Plans

View Integrated Plans

Select Your Plan

Invisible
Sole Proprietor
Plan A – Non-Integrated
  • Agency Employees 1-2
  • Number of locations 1
One-Time Set-up / License Fee – $500 Monthly Hosting / License Fee- $50
GET STARTED
Small Agency
Plan B – Non-Integrated
  • Agency Employees 3-7
  • Number of locations 2
One-Time Set-up / License Fee – $750 Monthly Hosting / License Fee- $65
GET STARTED
Medium Agency
Plan D – Non-Integrated
  • Agency Employees 8-15
  • Number of locations 3
One-Time Set-up / License Fee – $1000 Monthly Hosting / License Fee- $85
GET STARTED
Large Agency
Plan D – Non-Integrated
  • Agency Employees 16-30
  • Number of locations 4
One-Time Set-up / License Fee – $1250 Monthly Hosting / License Fee- $105
GET STARTED
Advanced Agency
Plan E – Non-Integrated
  • Agency Employees 31+
  • Number of locations 5-15
One-Time Set-up / License Fee – $2000 Monthly Hosting / License Fee- $170
GET STARTED
Super Agency
Plan F – Non-Integrated
  • Agency Employees 31+
  • Number of locations 16+
One-Time Set-up / License Fee – $3000 Monthly Hosting / License Fee- $250
GET STARTED

Contact us if you have more than four locations – [email protected]

The license/branding fee is paid when an agency signs-up and their account is created.
The first monthly hosting/maintenance fee is due one month after sign-up, and will be charged to the credit card used at sign-up.

Clicking the Get Started button starts the process of licensing the Insurance Agent mobile application. For a full description of that process please check out our FAQ page.

More Agency Management System Integrations Coming Soon

Frequently Asked Questions

How do I sign-up to deploy Insurance Agent App for my agency?

Sign-up starts by clicking the “Buy Now” button on the Plan that is appropriate for your agency on the Pricing Tab.  From there the sign-up process takes 10-15 minutes.

Select a person from your agency to complete the sign-up process and oversee your agency’s “Administrator” of Insurance Agent App. The Admin learns how the app works, manages the dashboard, and maximizes use of the app features with clients. The Admin must have a valid email address and will need to create a password. This will be the Admin dashboard login. If you’re not sure which plan fits, have multiple locations, or more than 25 employees please Contact Us.

Is there a contract/commitment?

No, there is no contract. Your subscription is month-to-month.

What if we add employees and need to change plans?

Easy to do….. We simply charge you the difference between the Plan set-up fees, and adjust your subscription fee to the new monthly amount.

What if our number of employees does not match the plan for number of locations we have?

Please call us to discuss – we’re easy to work with – 980.288.7723

What is the sign-up process?
  1. Click the “Buy Now” button on the InsuranceAgentApp.com website.
  2. Create Agency Account. The Admin creates their login and password and enters relevant agency info, including their agency management system.
  3. Select the Plan that fits your agency & pay: 
      • INTEGRATED or NON-INTEGRATED?
      • Micro, Small, Medium, Large, Advanced, Super. 
      • Enter Credit card info to complete this step… billing address, etc.
      • That’s it for Quick Start! You’re ready to fine-tune for launch!
  4. Enter Agency Profile Info to display in-app: Agency Name, email address, phone #, street address. Additional Preferred Links and App Branding Image can be added later from your dashboard.
  5. Click “Next” or “Finish” on steps 3 (Invite Agents), 4 (Add Carriers), and 5 (Invite Customer). You will complete these steps from your dashboard after sign-up.

If you want to complete all 5 steps… Go for it! Either way is fine.

    • If you get interrupted by a phone call – no worries. Just click next and finish to complete the sign-up.
    • When you finish sign-up, you’ll land on your dashboard where the steps for adding social links, carriers, logo image etc. can be added anytime from anywhere. If you log-out of your dashboard you’ll need to login with your admin email and password at www.InsuranceAgentApp.com
    What happens after my agency signs-up?
    1. Make sure your mobile app is ready to go by checking that your agency information is complete and correct.

      Start with the PROFILE tab on your agency dashboard and check spelling, email
      Upload and format your image (tips and hints are on the page) for optimal viewing.
      Check that agent/service representative lists are complete and correct
      Check CARRIER Tab to ensure all Insurance Companies have been added.

    2. Send a test invite to download your agency-branded mobile app: On your CUSTOMER tab send invites to a few select customers, employees and yourself. Download the app and do a quick re-check of all your information and links.
    3. If everything looks good, you’re ready to populate the Customer Tab with the Agency’s client list. There are two ways to do this: 

    INTEGRATION – If we integrate with your agency management system your customer list will populate when Insurance Agent App syncs with your agency management system. Your agency management system integration will add an agency’s customers during the initial sync on the INTEGRATIONS Tab of your Insurance Agent web dashboard.

    Integrating with your agency management system is the LAST set-up task the Admin will execute prior to deploying Insurance Agent App to clients.

    Once the integration is complete, active clients with active policies will receive an email invite to install Insurance Agent App.  If your agency uploaded a customer list on the Customer Tab, those policyholders will immediately receive their email invite to install Insurance Agent App.

    CSV UPLOAD – If Insurance Agent App is not integrated with your agency management system the Admin will upload the agency’s customer list in a CSV file format.