Two plans, clearly separated by operating model. Essentials is the off-the-shelf foundation on transparent per-seat pricing, and Pro adds deeper configuration and connectivity for more complex requirements.
| Essentials | Pro | |
|---|---|---|
| £25 per seat / month | Consultation call required | |
| Get started with quote to renewal operations, governance, and reporting | Add configurable workflows, documents, and deeper connectivity | |
| 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) | ||
| Risk configuration (configurable question sets) | ||
| Tasks (task management, reminders, workflow automation) | ||
| Document generation (templates and automated documents) | ||
| Claims management (standard starting point, scoped bespoke extension) | ||
| Client portal (standard launch package, scoped self-service extension) | ||
| API integrations (systems with an API, scoped implementation) | ||
| Dashboards (framework-based, scoped per dashboard) | ||
| Underwriter connection (panels, APIs, workflows) | ||
| EDI (where relevant) | ||
| Payments and balances (paid vs due tracking and reporting) | ||
| Data migration (transformation, cleaning, mapping) | ||
| Bespoke fields and reports (data viewer starting point, scoped extensions) |
Pricing starts with seats, then adjusts for the work involved: entities, products, integrations, and migration. Essentials is ready to buy directly, while Pro 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.