Self-serve tiers
Producer / Growth
- Individual agent · per-seat · monthly
- Current rates surfaced at sign-up
- P-card expense, sign up online, start same session
- Credits + top-up slider for heavy users
The Producer and Growth tiers are how individual agents bind more accounts — sub-$500 P-card self-serve. Enterprise+ is a different category entirely — the annual contract that gives a VP of Distribution, an MGA, a wholesaler, or a carrier the full agency footprint of every state they operate in, with the team governance and controls to deploy it at scale.
Who this is for
The published Producer and Growth tiers are designed for the individual agent who can expense the cost on a P-card and start prospecting the same day. Enterprise+ is for distribution teams growing producer footprint, recruiting an appointment book, expanding into new states, or pressure-testing the market for a new program. The KPI isn't accounts bound — it's agents appointed.
Capabilities
Enterprise+ 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
State pricing anchors on the verified-contact density inside the state — high-density states are Tier 1 ($2,000/yr), mid-density Tier 2 ($1,500/yr), lower-density Tier 3 ($1,000/yr). Three territorial add-ons (AK, DC, HI) are bundled free. The all-50 ceiling is $12,500/year — full national coverage, including overflow protection that mathematically cannot exceed the ceiling.
≥5,000 verified email contacts per state.
5 states: CA · MI · NY · OH · PA
2,000–4,999 verified email contacts per state.
15 states including TX · FL · IL · NJ
<2,000 verified email contacts per state.
28 states including AZ · KS · TN · WV
Distribution+ outcome SKU
Distribution+ is the success-fee layer available on top of any Enterprise+ contract. $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
Enterprise+ doesn't have a self-serve checkout. There's no path where you click a button and end up with a $12,500 annual contract on the other side. We do this the way Distribution Expanders 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 state mix and seat count.
Annual contract with state mix locked for the term, mid-term changes available at a $500 admin fee, 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.