Pricing
Free to start.No charge fora busy month.
The Free plan includes five pages a month. One appointment, one page.
Save one policy and Solo pays for itself.
Free
$0$0
Includes 5 pages a month and 1 seat
- Record the meeting or leave a voice debrief. Room Two drafts the page for you to check.
- The complete recap page, disclosures included
- Private links with access check
Solo
$49/mo$490/yr
Includes 30 pages a month and 1 seat
- Record Mode or a quick voice debrief drafts every page. You check it, approve it and send it.
- Voice notes
Pro
$99/mo$990/yr
Includes 100 pages a month and 1 seat
- Everything in Solo
- For agents running 25+ appointments a month
- Priority support
Agency
$39/seat/mo$390/seat/yr
Includes 50 pages a month per seat. 5 seat minimum.
- Everything in Pro, for every seat
- Each producer gets their own seat and their own pages
Prices are exclusive of sales tax; where we are registered to collect it, tax is calculated at checkout from your billing address. Cancel any time; published pages stay live through the period you paid for.
How pages work
Drafts are free. A page counts when it goes live.
What counts as a page.A recap counts when you publish it. A warm intro page counts when you approve it. An intro page counts once, when you add the client. Each one counts once, in the month it first goes live.
What never counts.Referral ask pages are free, as many as you like. Drafts never count. Edits never count. Taking a page down and putting it back up does not count again. See a sample referral ask.
Changed figures need your OK again.Change a figure on a page and you confirm it again before it goes back up. That protects you. It does not cost a page.
A new page is a new page.A page for someone else, or a second recap for the same client after another call, counts as one more. The same page never counts twice.
The details
What you're actually buying.
There are no per-page charges.Your plan includes a number of pages a month and that is the whole bill. Reach 30 on Solo and we offer you Pro rather than charging you for the next one. A good month should not cost more than a quiet one.
Agency is priced per seat.$39 a seat each month, with a 5 seat minimum. Each seat includes 50 pages a month.
Cancel any time.Pages you've already published stay live through the end of the period you paid for. Nothing goes dark on a client mid-decision.
The annual rates.Solo $490/yr instead of $588. Pro $990/yr instead of $1,188. Agency $390/seat/yr instead of $468.
Questions
Before you subscribe.
Which plan should I start on?
Answer the question at the top of this page and it will tell you. Roughly: up to five pages a month, stay on Free. Up to 30, Solo. More than that, Pro — and on Pro the number stops being something you think about.
Can I try it before I pay?
Free is the trial, and it does not expire: five pages a month, no card, the complete recap page with disclosures intact. There’s also a sample page you can read end to end and show your compliance officer before you spend or sign anything.
What happens when I hit my page limit?
We tell you, and we offer you the next plan up. We do not bill per page and we never bill you for something you did not choose. Editing pages you have already published stays free either way.
Can I show this to compliance first?
Please do. Send them the sample page — it's a real, complete document with the disclosure block intact. If they need something changed, tell us before you subscribe.
How does Agency pricing work?
Agency is $39 a seat each month, with a 5 seat minimum. Each seat includes 50 pages a month. Past about 25 seats, email us and we will work something out.
Read one before you buy one.
The full sample page, start to finish, disclosures and all.