Pricing
Choose your plan
Pricing built for insurance agencies — one platform, no per-seat surprises.
Shield — Monthly
$149/month
The lightweight product for independent agencies. Full compliance essentials, billed monthly.
- Producer license & CE tracking
- E&O coverage monitoring
- Document repository & archiving
- Automated deadline email alerts
- Compliance dashboard & task tracking
- AI Assistant (standard)
Best Value
Shield — Annual
$1,490/year
Best value for the lightweight product — save over two months vs. monthly.
- Everything in Shield Monthly
- Priority email support
- Annual compliance review report
- Save ~17% vs. monthly billing
Fortress — Lifetime
$2,499one-time
The heavy-duty product. Pay once, use forever. Enterprise-grade compliance management.
- Everything in Shield, for life
- AI document compliance review
- Regulatory intelligence feed
- Market conduct exam preparation
- Data security compliance (NAIC #668)
- Competitive intelligence tracking
- No monthly or annual fees
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