Simple, transparent pricing
Choose the plan that's right for your agency. Every new advisor gets a free trial with full Premium access — no credit card required.
Basic
Free forever — no credit card needed
Perfect to get started and explore core features
- Limited client & policy management
- Limited access to premium calculator
- Manual policy management
- Limited cloud storage (1 GB)
- Standard email support
- Client & policy exports — always free
- Global search not included
- Policy reminders and renewals not included
- Portfolio insights not included
- Bulk client import not included
- Bulk policy import not included
- Client document drive not included
- Policy document drive not included
- Policy endorsements not included
- Policy renewal linking not included
- Priority email & chat support not included
Premium
Billed ₹4,999 for 1st year, then ₹5,999/yr· Save ~17%
Limited-time offer
- AI-powered policy management
- Unlimited premium quotes & calculator
- Global search across clients & policies
- Renewal & retention command center
- Unlimited clients & policies
- Priority email & chat support
- Portfolio insights
- Multi-insurer support
- Bulk client import
- Bulk policy import
- Unlimited cloud storage
- Client document drive
- Policy document drive
- Policy endorsements
- Policy renewal linking
- Dedicated call support
All prices are inclusive of GST. You can cancel anytime.
Frequently asked questions
Everything you need to know about our plans, trials, and billing.
Every new advisor gets complete access to all Premium features for 90 days. No credit card is required to sign up, and you will never be billed automatically.
Yes — upgrade, downgrade, or cancel whenever you like from your account settings. You will continue to have full access until the end of your current billing period.
Absolutely. All data is encrypted in transit and at rest with end-to-end security protocols. We strictly adhere to zero data-sharing policies and never sell your client data to any third party.
Your data is never deleted. All client profiles, policies, and reminders remain safely stored and encrypted. You can view your records anytime and reactivate full access whenever you choose.
We accept all major UPI apps (Google Pay, PhonePe, Paytm, BHIM), Net Banking, and all leading Debit and Credit Cards.