Pricing
Per-agent pricing. No surprises.
Start with a 14-day free trial. No credit card. Cancel anytime.
Starter
For solo agents and freelancers running their own book.
$15/agent/mo
- Up to 500 active policies
- Renewal reminders & cockpit
- Client CRM with timeline
- Document storage (5 GB)
- 1 agent seat
Most popular
Growth
For growing agencies with a small team and a large book.
$29/agent/mo
- Unlimited policies & clients
- Commission rules & payouts
- Multi-agent assignment
- Birthdays · Anniversaries · Calendar
- 50 GB document storage
- CSV exports & reports
Agency
For multi-branch agencies and brokerages.
Custom
- Everything in Growth
- Multi-agency workspace
- SSO with the Oqlio platform
- Audit logs & advanced RBAC
- Dedicated success manager
- Onboarding & data migration
Annual billing available with 2 months free. Migration assistance for agencies switching from spreadsheets or another CRM.
Bring your agency operations into one platform
Renewals, commissions, documents, follow-ups — all in one CRM built for insurance agents.