Self-serve tiers
Sample / Subscription
- Individual or small team · monthly or one-off
- Current rates surfaced on the pricing page
- Sign up online, start the same session
- Bulk Build-Your-File for one-off volume pulls
The self-serve Sample and Subscription tiers are how individuals and small teams start prospecting the same day. The National Founder License is a different category — the flat annual license that gives a VP of Distribution, an MGA, a wholesaler, or a carrier the full national agency footprint, with the team governance and controls to deploy it at scale.
Who this is for
The self-serve Sample and Subscription tiers are designed for the individual or small team who can expense the cost and start prospecting the same day. The National Founder License is for distribution teams growing producer footprint, recruiting an appointment book, expanding nationally, or pressure-testing the market for a new program. The KPI isn't accounts bound — it's agents appointed.
Capabilities
The National Founder License is not the same product with a bigger seat count. It's the product configured for distribution leadership — team-scale workflows, governance, controls, and support.
Shared recruit lists, saved search collaboration across BDMs, organization-level snapshots of distribution activity. Producers, branch managers, and VPs see the same data without sending CSVs to each other.
Add and revoke seats from your Team page without billing friction. Per-user audit log on every export. Annual contract terms include team-seat growth without renegotiation.
Per-tenant export limits, watermarked CSVs, optional approval flows on large extracts. Distribution leadership controls what leaves the org and who can pull it.
Filter combinations saved per-team, per-territory, per-program. Map your appetite definitions into reusable views so new BDMs inherit institutional knowledge.
Named account manager, 30–90 day pilot window with real data scoped to your states, structured onboarding inside two business weeks, SSO via SAML/OIDC.
SOC 2 readiness, audit log on every action, data residency in us-east-1 (Supabase Pro + PITR enabled), per-tenant data isolation enforced at the row-level via RLS.
Pricing in summary
The National Founder License is a single transparent price — no per-state slider, no bundle math, no overage. You get the full national agency footprint, every vertical, team seats, and the governance controls, on a flat annual contract.
Flat annual license — full national coverage, all verticals and states, team seats included.
Starting smaller? See the self-serve Sample, Subscription, and Bulk tiers.
Distribution+ outcome SKU
Distribution+ is the success-fee layer available on top of the National Founder License. $300–$500 per qualified appointment, defined at contract time — typically: agent meets your appetite criteria, signs your producer agreement, binds first policy within 90 days of introduction. Monthly attribution dashboard, auditable, structured for the contract conversation.
What to expect
The National Founder License doesn't have a self-serve checkout. There's no path where you click a button and end up with an annual contract on the other side. We do this the way distribution leaders actually buy software.
We walk your team through Seven16 Intel with real data scoped to the states you're evaluating. No script — bring the carrier names you care about; we'll show you who holds the paper.
Two- to four-week sandboxed pilot with a short list of seats. You operate against real data; we instrument what you actually use. Determines the right seat count and rollout plan.
Annual license with terms locked for the period, mid-term seat changes handled without renegotiation, renewal mechanics built around your appointment cadence. Onboarding inside two business weeks.
Distribution intelligence at scale
Send us a note. Tell us which states you operate in, whether Distribution+ outcome pricing is in scope, and when you'd like to walk the data together. We'll come back inside one business day.