Pricing

One plan.
Everything you need.

Built for the independent agent. One simple price, one CSR seat included, every feature unlocked. Start free for 14 days — no credit card required.

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InsureWise Agent

Everything an independent agent needs to run a modern book of business — with one trusted CSR seat included.

$89/mo

Billed annually as $1068(save $96/yr)

  • 1 agent (you) + 1 CSR seat included
  • All lines of business: Life, Health, P&C, Commercial
  • Unlimited clients, prospects & policies
  • Visual sales pipeline & CRM
  • Commission tracking (projected vs paid)
  • 50+ reports: book, renewals, retention, income
  • Renewal & X-date automation (30/60/90 days)
  • Twilio SMS & SendGrid email integration
  • E-signatures & document storage
  • Branded receipts & ACORD certificates
  • AI assistant for notes, summaries & emails
  • Bilingual (English & Spanish) interface
  • Priority email & chat support
  • AES-256 encryption & full audit log
SOC 2 Aligned
AES-256 Encryption
Built by Agents
99.9% Uptime
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Everything that's included

One plan, every feature unlocked. No upsells, no surprises.

Clients, Prospects & Policies

  • Unlimited clients & prospects
  • All lines of business (Life, Health, P&C, Commercial)
  • Visual sales pipeline
  • Beneficiaries tracking for life policies
  • Notes, documents & client portal access

Money & Commissions

  • Receipt & payment processing
  • Branded receipts (English/Spanish)
  • Commission tracking (projected vs paid)
  • Carrier statement reconciliation
  • Personal income & cash reports

Reports & Analytics

  • Book of business reports
  • Renewal & retention reports
  • Production & sales reports
  • Personal scorecard & goals
  • Custom date ranges, CSV export

Communication & Automation

  • SMS messaging (Twilio)
  • Email campaigns (SendGrid)
  • E-signature integration
  • Renewal & birthday reminders
  • Workflow automation

Carriers & Integrations

  • Carrier directory & products
  • Submission tracker
  • QuickBooks export
  • CSV data import wizard
  • Manus AI assistant

Security & Support

  • AES-256 encryption at rest
  • Full audit log of every action
  • Role-based access (Agent + CSR)
  • Priority email & chat support
  • Dedicated onboarding call
“

"I shopped every AMS on the market. Most were built for agencies with twenty seats. InsureWise was the first one that priced and designed itself around me — one agent with one CSR. I haven't looked at a spreadsheet since."

RA
Rosa A.
Independent Life & Health Agent — Texas
FAQ

Frequently asked questions

Everything you need to know about InsureWise.

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14-day free trial · No credit card required · Full access to all features