Insurance CRM Pricing — Affordable Plans for Agents and Agencies
Simple, Transparent Pricing
Start free for 14 days. No credit card required. Choose the plan that scales with your business.
Compare plans, side by side
Limits, included tools, and the features that change between plans. Agency reflects the Agency Owner experience; some capabilities vary by user role within an agency.
| Capability | Core | Marketing | Agency | Enterprise |
|---|---|---|---|---|
| Plan limits & allowances | ||||
| Free monthly email allowance | 3,000 | 3,000 | 3,000 | 3,000+ |
| Total contacts | 1,000 | Unlimited | Unlimited | Unlimited |
| File storage | 5 GB | 20 GB | Unlimited | Unlimited |
| Contacts per import file | 1,000 | 50,000 | 250,000 | 250,000 |
| Contact management | ||||
| Contact print access | ||||
| Contact export | ||||
| Shared contacts access | ||||
| Transfer management | ||||
| Downline contact visibility | ||||
| Sales & marketing tools | ||||
| Map view | ||||
| Policy ownership intelligence | ||||
| Relationship management | ||||
| SOA tools | ||||
| SMS marketing | ||||
| Team & collaboration | ||||
| Workflow automation | ||||
| User management | ||||
| Shared calendars | ||||
| Integrations & add-ons | ||||
| Add-on marketplace | Trial only | |||
| Premium integrations (add-on) | Trial only | |||
Core
Plan limits & allowances
- Free monthly email allowance3,000
- Total contacts1,000
- File storage5 GB
- Contacts per import file1,000
Contact management
- Contact print accessIncluded
- Contact exportIncluded
- Shared contacts accessIncluded
- Transfer management—
- Downline contact visibility—
Sales & marketing tools
- Map view—
- Policy ownership intelligence—
- Relationship management—
- SOA tools—
- SMS marketing—
Team & collaboration
- Workflow automationIncluded
- User management—
- Shared calendars—
Integrations & add-ons
- Add-on marketplaceTrial only
- Premium integrations (add-on)Trial only
Marketing
Plan limits & allowances
- Free monthly email allowance3,000
- Total contactsUnlimited
- File storage20 GB
- Contacts per import file50,000
Contact management
- Contact print accessIncluded
- Contact exportIncluded
- Shared contacts accessIncluded
- Transfer management—
- Downline contact visibility—
Sales & marketing tools
- Map viewIncluded
- Policy ownership intelligenceIncluded
- Relationship managementIncluded
- SOA toolsIncluded
- SMS marketingIncluded
Team & collaboration
- Workflow automationIncluded
- User management—
- Shared calendars—
Integrations & add-ons
- Add-on marketplaceIncluded
- Premium integrations (add-on)Included
Agency
Plan limits & allowances
- Free monthly email allowance3,000
- Total contactsUnlimited
- File storageUnlimited
- Contacts per import file250,000
Contact management
- Contact print accessIncluded
- Contact exportIncluded
- Shared contacts accessIncluded
- Transfer managementIncluded
- Downline contact visibilityIncluded
Sales & marketing tools
- Map viewIncluded
- Policy ownership intelligenceIncluded
- Relationship managementIncluded
- SOA toolsIncluded
- SMS marketingIncluded
Team & collaboration
- Workflow automationIncluded
- User managementIncluded
- Shared calendarsIncluded
Integrations & add-ons
- Add-on marketplaceIncluded
- Premium integrations (add-on)Included
Enterprise
Plan limits & allowances
- Free monthly email allowance3,000+
- Total contactsUnlimited
- File storageUnlimited
- Contacts per import file250,000
Contact management
- Contact print accessIncluded
- Contact exportIncluded
- Shared contacts accessIncluded
- Transfer managementIncluded
- Downline contact visibilityIncluded
Sales & marketing tools
- Map viewIncluded
- Policy ownership intelligenceIncluded
- Relationship managementIncluded
- SOA toolsIncluded
- SMS marketingIncluded
Team & collaboration
- Workflow automationIncluded
- User managementIncluded
- Shared calendarsIncluded
Integrations & add-ons
- Add-on marketplaceIncluded
- Premium integrations (add-on)Included
Limits and capabilities reflect typical plan defaults and may be adjusted based on add-ons, role, or custom contracts.
All plans include a 14-day free trial. View FAQ or contact sales.
Frequently Asked Questions
Everything you need to know about ClientWave360.
Start with a full 14-day free trial of the Professional plan. No credit card required. You'll have access to all features including MAX.AI, workflow automation, and integrations. At the end of your trial, choose the plan that fits your needs.
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