Pricing
Whether you’re comparing products, illustrating insurance strategies, or presenting sophisticated planning concepts to clients and their professional advisors, choose the plan that fits the way you work.
Pricing Plans
| Features & Benefits | Essential | Enhanced | Elite | Enterprise |
|---|---|---|---|---|
| If you want to… | Compare products, carriers, pricing and values | Compare products and illustrate basic insurance strategies | Illustrate sophisticated strategies for clients and professional advisors | Build a customized solution for your firm |
| Price |
$99/month $999/year |
$174/month $1,749/year |
$199/month $1,999/year |
Custom Please contact for pricing |
| Summary Output | ✓ | ✓ | ✓ | — |
| Product Compare | ✓ | ✓ | ✓ | — |
| Multiple Languages EN / FR / ZH |
✓ | ✓ | ✓ | — |
| White Label | ✓ | ✓ | ✓ | — |
| Choose Report Colours | ✓ | ✓ | ✓ | — |
| Upload Company Logo | ✓ | ✓ | ✓ | — |
| Unlimited Cases | ✓ | ✓ | ✓ | — |
| Live Webinar Invites | ✓ | ✓ | ✓ | — |
| Investment Strategy | — | ✓ | ✓ | — |
| Retirement Strategy | — | ✓ | ✓ | — |
| Team of Users | — | ✓ | ✓ | — |
| Document Storage | 6 months | 9 months | 12 months | — |
| Immediate Financing Arrangement | — | — | ✓ | — |
| Case Consultation with CTO | — | — | 5 hours/year | — |
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