Pricing
Simple pricing. Three plans.
Pick the plan that fits your book. Everything included. Card-required trial. Cancel anytime. No long-term contract.
Card-required trial · Cancel anytime · No long-term contract
Every plan includes
- Verified client intake (one secure link)
- Identity verification (last name + DOB)
- Typeahead-verified doctors, hospitals, pharmacies, medications
- SOA + PTC with e-signature (12-month validity)
- Privacy-policy acknowledgment + versioning
- Two-way sync with your CRM
- Send invite links by text from your CRM
- Agency branding on forms and emails
- Team roles: Admin, Agent, Staff
- Searchable client list + bulk actions
- Analytics dashboard + audit-ready activity log
Pricing questions
Clear plans, with no fine print.
Solo ($59.99/mo) is for a single agent. Agency ($149/mo) covers up to 5 agents with team roles and agency branding. Enterprise is custom pricing for larger and mega agencies — contact us and we'll size it to your downline.
Yes. Annual billing saves roughly 17% — Solo is $599.90/yr and Agency is $1,490/yr. Use the Monthly/Annual toggle above to compare.
Yes — a card-required trial. You won't be charged until the trial ends, and you can cancel anytime before that with no charge.
From Settings → Billing, anytime. No phone call required. Cancel ends the subscription at the end of the current period.
Yes. Switch plans anytime in Settings → Billing as your team grows — your clients and data carry over.
All major credit and debit cards, Apple Pay, Google Pay, Link, and ACH bank transfer.
No. Your monthly plan is everything — no setup or onboarding fees.