We are an agency with a downline. Which tier is that?

Agency. Your downline agents are seats on your plan. It starts at ten seats.

Why do Agency and IMO carry no price?

Because neither has one. We size seats, minutes, and modules to how you work, then quote it.

Is the seat price the whole bill?

The seat price is fixed. Minutes and messaging are metered and itemized by seat. Each tier includes an allowance.

What if we go over the included minutes?

Nothing stops. Minutes past the allowance are billed by the minute, itemized by seat, in arrears.

Do modules cost extra?

Yes. Modules are add-ons on Agency and IMO, priced flat per month plus per seat, and quoted.

Are we locked into a term?

Solo and Pro are month to month, annual optional. Agency and IMO are annual.

Is there a setup or migration fee?

None on Solo or Pro. On Agency and IMO we do the migration, and fit it to your data.

What happens to our data if we leave?

You export it. Free, at any time, including on the way out.

Pricing built for every stage of your business.

Solo

$99per month

Month to month, or annual.

Contact sales

CRM and pipeline
Records for leads, quotes, applications, policies
Compare quotes across carriers
Multichannel inbox
SMS and email
One-to-one calling
Call recording
500 minutes per month
Recordings and transcripts kept 30 days
No setup fee

Pro

$199per month

Month to month, or annual.

Contact sales

Everything in Solo
Dials in preview, power, and progressive modes
Live transcripts
AI coaching on completed calls
AI co-pilot
Spam management
Commission tracking
Sentiment on the call record
AI sales scoring
1,000 minutes per month
Recordings and transcripts kept, unlimited
No setup fee

Agency

Custom

Starts at 10 seats. Annual only.

Contact sales

Everything in Pro
Seats for your producers and downline
Minutes sized to how much you actually dial
Leaderboards. Persistency, NTO, chargebacks by producer.
Modules available as add-ons
A named account manager
Onboarding and migration, handled for you

IMO

Custom

Starts at 20 seats. Annual only.

Contact sales

Everything in Agency
A dedicated, isolated instance
Modules priced once for the group, not per agency
Roll-up reporting across your agencies
A named account manager
Onboarding planned around your agencies

Compare all features.

Included
Not included
Add-on

Every capability on Assurna, by plan. Rows are grouped, and each cell reads as included, not included, available for purchase, or a stated value. Prices shown are per month, billed monthly; annual terms are on the plan cards above this table.
Feature	Solo$99/moSolo: Contact sales	Pro$199/moPro: Contact sales	AgencyAgency: Contact sales	IMOIMO: Contact sales
CRM and Pipeline
Lead and contact records	Included	Included	Included	Included
Pipeline stages and dispositions	Included	Included	Included	Included
Deals management	Included	Included	Included	Included
Multichannel inbox	Included	Included	Included	Included
SMS and email	Included	Included	Included	Included
Emails included per seat	250	1,000	Contact Sales	Contact Sales
Custom fields and saved views	Not included	Included	Included	Included
Dialing and Telephony
One-to-one calling	Included	Included	Included	Included
Multi-line dialer	Not included	Included	Included	Included
Preview, power, and progressive modes	Not included	Included	Included	Included
Local presence	Not included	Add-on	Add-on	Add-on
Spam management	Not included	Included	Add-on	Add-on
Call recording	Included	Included	Included	Included
Minutes included per seat	500	1,000	Contact Sales	Contact Sales
AI and Coaching
Live transcripts	Not included	Included	Included	Included
AI co-pilot	Not included	Included	Add-on	Add-on
AI coaching on completed calls	Not included	Included	Included	Included
AI sales scoring on calls	Not included	Included	Included	Included
Sentiment on the call record	Not included	Included	Included	Included
Recordings and transcripts kept	30 days	Unlimited	Unlimited	Unlimited
Insurance
Records for leads, quotes, applications, policies	Included	Included	Included	Included
Compare quotes across carriers	Included	Included	Included	Included
Quotes included per seat	100	200	Contact Sales	Contact Sales
Handoff to the carrier's own application	Included	Included	Included	Included
Underwriting in the co-pilot	Not included	Included	Add-on	Add-on
Compliance
Calling hours and consent	Included	Included	Included	Included
Do-not-call state on the record	Included	Included	Included	Included
Retention you set	Not included	Not included	Add-on	Add-on
Admin and Hierarchy
Seat minimum	1	1	10	20
Downline and producer hierarchy	Not included	Not included	Included	Included
Leaderboards by producer	Not included	Not included	Included	Included
Persistency, NTO, chargebacks by producer	Not included	Not included	Included	Included
Roll-up reporting across agencies	Not included	Not included	Not included	Included
Dedicated, isolated instance	Not included	Not included	Not included	Included
Modules
Training	Not included	Not included	Add-on	Add-on
Compliance module	Not included	Not included	Add-on	Add-on
Analytics	Not included	Not included	Add-on	Add-on
Contracting	Not included	Not included	Add-on	Add-on
Commission tracking	Not included	Included	Add-on	Add-on
Support and Onboarding
US based support	Included	Included	Included	Included
Response target	48 hrs	24 hrs	8 hrs	4 hrs
Prioritized response	Not included	Included	Included	Included
A named account manager	Not included	Not included	Included	Included
Setup fee	None	None	Contact Sales	Contact Sales
Onboarding and migration	Not included	Not included	Contact Sales	Contact Sales
Free data export, including on exit	Included	Included	Included	Included

CRM and Pipeline

Lead and contact records

Solo: Included
Pro: Included
Agency: Included
IMO: Included

Pipeline stages and dispositions

Solo: Included
Pro: Included
Agency: Included
IMO: Included

Deals management

Solo: Included
Pro: Included
Agency: Included
IMO: Included

Multichannel inbox

Solo: Included
Pro: Included
Agency: Included
IMO: Included

SMS and email

Solo: Included
Pro: Included
Agency: Included
IMO: Included

Emails included per seat

Solo: 250
Pro: 1,000
Agency: Contact Sales
IMO: Contact Sales

Custom fields and saved views

Solo: Not included
Pro: Included
Agency: Included
IMO: Included

Dialing and Telephony

One-to-one calling

Solo: Included
Pro: Included
Agency: Included
IMO: Included

Multi-line dialer

Solo: Not included
Pro: Included
Agency: Included
IMO: Included

Preview, power, and progressive modes

Solo: Not included
Pro: Included
Agency: Included
IMO: Included

Local presence

Solo: Not included
Pro: Add-on
Agency: Add-on
IMO: Add-on

Spam management

Solo: Not included
Pro: Included
Agency: Add-on
IMO: Add-on

Call recording

Solo: Included
Pro: Included
Agency: Included
IMO: Included

Minutes included per seat

Solo: 500
Pro: 1,000
Agency: Contact Sales
IMO: Contact Sales

AI and Coaching

Live transcripts

Solo: Not included
Pro: Included
Agency: Included
IMO: Included

AI co-pilot

Solo: Not included
Pro: Included
Agency: Add-on
IMO: Add-on

AI coaching on completed calls

Solo: Not included
Pro: Included
Agency: Included
IMO: Included

AI sales scoring on calls

Solo: Not included
Pro: Included
Agency: Included
IMO: Included

Sentiment on the call record

Solo: Not included
Pro: Included
Agency: Included
IMO: Included

Recordings and transcripts kept

Solo: 30 days
Pro: Unlimited
Agency: Unlimited
IMO: Unlimited

Insurance

Records for leads, quotes, applications, policies

Solo: Included
Pro: Included
Agency: Included
IMO: Included

Compare quotes across carriers

Solo: Included
Pro: Included
Agency: Included
IMO: Included

Quotes included per seat

Solo: 100
Pro: 200
Agency: Contact Sales
IMO: Contact Sales

Handoff to the carrier's own application

Solo: Included
Pro: Included
Agency: Included
IMO: Included

Underwriting in the co-pilot

Solo: Not included
Pro: Included
Agency: Add-on
IMO: Add-on

Compliance

Calling hours and consent

Solo: Included
Pro: Included
Agency: Included
IMO: Included

Do-not-call state on the record

Solo: Included
Pro: Included
Agency: Included
IMO: Included

Retention you set

Solo: Not included
Pro: Not included
Agency: Add-on
IMO: Add-on

Admin and Hierarchy

Seat minimum

Solo: 1
Pro: 1
Agency: 10
IMO: 20

Downline and producer hierarchy

Solo: Not included
Pro: Not included
Agency: Included
IMO: Included

Leaderboards by producer

Solo: Not included
Pro: Not included
Agency: Included
IMO: Included

Persistency, NTO, chargebacks by producer

Solo: Not included
Pro: Not included
Agency: Included
IMO: Included

Roll-up reporting across agencies

Solo: Not included
Pro: Not included
Agency: Not included
IMO: Included

Dedicated, isolated instance

Solo: Not included
Pro: Not included
Agency: Not included
IMO: Included

Modules

Training

Solo: Not included
Pro: Not included
Agency: Add-on
IMO: Add-on

Compliance module

Solo: Not included
Pro: Not included
Agency: Add-on
IMO: Add-on

Analytics

Solo: Not included
Pro: Not included
Agency: Add-on
IMO: Add-on

Contracting

Solo: Not included
Pro: Not included
Agency: Add-on
IMO: Add-on

Commission tracking

Solo: Not included
Pro: Included
Agency: Add-on
IMO: Add-on

Support and Onboarding

US based support

Solo: Included
Pro: Included
Agency: Included
IMO: Included

Response target

Solo: 48 hrs
Pro: 24 hrs
Agency: 8 hrs
IMO: 4 hrs

Prioritized response

Solo: Not included
Pro: Included
Agency: Included
IMO: Included

A named account manager

Solo: Not included
Pro: Not included
Agency: Included
IMO: Included

Setup fee

Solo: None
Pro: None
Agency: Contact Sales
IMO: Contact Sales

Onboarding and migration

Solo: Not included
Pro: Not included
Agency: Contact Sales
IMO: Contact Sales

Free data export, including on exit

Solo: Included
Pro: Included
Agency: Included
IMO: Included

Need help choosing a plan?

(877) 277-8762

Add what you need.

Add-on

Training

Curriculum, CE credits, and rewards for finishing.

Add-on

Compliance

Calling hours, consent, and retention you set.

Add-on

Analytics

Reports shaped your way. See how producers roll up.

Add-on

Contracting

Contracting and appointment, tracked with the calls.

Add-on

Commission tracking

Commissions tracked against the policies that earned them.

Add-on

Build your own

Describe it. We will tell you whether it fits your instance.

Talk through your modules

Frequently asked questions.

We are an agency with a downline. Which tier is that?: Agency. Your downline agents are seats on your plan. It starts at ten seats.
Why do Agency and IMO carry no price?: Because neither has one. We size seats, minutes, and modules to how you work, then quote it.
Is the seat price the whole bill?: The seat price is fixed. Minutes and messaging are metered and itemized by seat. Each tier includes an allowance.
What if we go over the included minutes?: Nothing stops. Minutes past the allowance are billed by the minute, itemized by seat, in arrears.
Do modules cost extra?: Yes. Modules are add-ons on Agency and IMO, priced flat per month plus per seat, and quoted.
Are we locked into a term?: Solo and Pro are month to month, annual optional. Agency and IMO are annual.
Is there a setup or migration fee?: None on Solo or Pro. On Agency and IMO we do the migration, and fit it to your data.
What happens to our data if we leave?: You export it. Free, at any time, including on the way out.

Still have questions about how Assurna can help your agency?

(877) 277-8762

Ready to write more business?

Make your producers more productive, from the first dial
to an inforce policy.

Contact sales