PolicyPilot

Simple, Transparent Pricing

No long-term contracts. Cancel anytime. Every plan includes a free 14-day trial.

Starter

For small agencies getting started

$49/user/mo
  • Per-user pricing
  • Policy tracking
  • Client management
  • Basic reporting
  • Renewal reminders
  • Email support

Card required · $49/user/mo after 14 days · cancel anytime.

Most Popular

Professional

For growing agencies that need more

$89/user/mo
  • Per-user pricing
  • Carrier integrations
  • Commission tracking
  • Client portal
  • Marketing tools
  • Claims tracking
  • Proposal generation
  • Priority support

Card required · $89/user/mo after 14 days · cancel anytime.

Enterprise

For established agencies at scale

$129/user/mo
  • Volume discounts available
  • Comparative rating
  • Workflow automation
  • API access
  • Advanced analytics
  • Custom onboarding
  • Dedicated support

Card required · $129/user/mo after 14 days · cancel anytime.

Card required · $0 due today · Cancel anytime during your 14-day trial

Compare Plans

FeatureStarterProfessionalEnterprise
Price per user / month$49$89$129
Unlimited users (add seats anytime)
Policy tracking
Client management
Renewal reminders
Basic reporting
Carrier integrations
Commission tracking
Client portal
Claims tracking
Comparative rating
Workflow automation
API access
Advanced analytics
Dedicated support

Pricing FAQ

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