Pricing

Published pricing. No sales call required.

An agent can read this page and start. An agency can read this page and budget. Everything that is fixed is below, and everything that is metered is stated next to it.

Book a callSee what is metered

Or call 877-ASSURNA (877-277-8762).

Seats

Two prices you can read, two you have to talk about.

Starter and Pro are per seat, per month, and you can act on them today. Agency and IMO are scoped on a call, because the shape of the organization changes the answer.

Starter

For an individual agent working their own book.

$99per seat, per month

The CRM, the pipeline, and one-to-one calling, so an agent can run a full day on the phone without a second system.

Start with Starter
  • CRM and pipeline
  • Multichannel inbox
  • SMS and email
  • One-to-one calling
  • Call recording
  • 500 calling minutes included per seat, per month
  • 30-day recording and transcript retention

Pro

For an agent or a floor dialing volume.

$199per seat, per month

Everything in Starter, plus the multi-line dialer and the AI layer that reads the call while it is still happening.

Talk through Pro
  • Everything in Starter
  • Multi-line dialer, with preview, power, and progressive modes
  • Real-time transcription
  • AI coaching on completed calls
  • Sentiment on the call record
  • Compliance scoring
  • Multi-carrier quote comparison
  • Insurance objects: leads, quotes, applications, and policies
  • 1,000 calling minutes included per seat, per month
  • TBD recording and transcript retention

Agency

Scoped on a call

For an agency bringing its downline onto one system.

Pro for the floor, priced and scoped around how many producers you run and how you want them supervised.

  • Seats for your producers and your downline agents
  • Calling minutes scoped to how much your floor actually dials
  • Leaderboards, and persistency, NTO, and chargeback reporting by producer
  • Modules configured to how your floor already works
Scope an agency plan

IMO

Scoped on a call

For an organization larger than a single agency.

The same product at organization scale, scoped in a conversation because the requirements are never the same twice.

  • A dedicated, isolated instance, so your records are not pooled
  • Modules scoped across the organization rather than per agency
  • Onboarding planned around your agencies rather than around a signup flow
  • A named path into the team for anything the software does not do yet
Scope an IMO rollout

Every tier

Calling minutes are included per seat and metered past the allowance. The next section states exactly which part of the bill is fixed and which part moves with how much your floor dials.

What you will be billed

The fixed part, and the part that moves.

Software is a decision you make once a month. A phone floor is not. Both appear on the same bill, itemized separately, so neither surprises you.

Fixed, in the seat price

  • The seat itself, for one named user
  • CRM, pipeline, and the multichannel inbox
  • Call recording, and transcription on Pro
  • The calling minutes stated on your tier, per seat, per month
  • Product updates, at no separate charge

Metered, billed on usage

Metered usage on an Assurna plan, with the included allowance per tier and the rate charged past it.
UsageRate
Calling minutes, StarterIncluded in the seat price, per seat, per month.500 included
Calling minutes, ProIncluded in the seat price, per seat, per month.1,000 included
Calling minutes over the included allowanceBilled on what you actually used, in arrears, itemized by seat.TBDper minute
SMS and messaging usageCarrier and messaging fees are passed through and shown as their own line.TBDper message

Telephony is usage, so it is billed as usage. The seat price is fixed and appears every month. Minutes and messaging are variable and appear as their own lines on the same invoice, itemized by seat, so you can see which part of the bill is a decision and which part is a phone floor.

Modules

Configured, not toggled on.

Every module below is scoped in the same conversation and priced against what your organization actually needs. Tell us which ones matter and we will scope them together.

Compliance

Calling-hours and consent rules, consent and do-not-call state on the record, and retention set to what your organization has to keep.

Analytics

Reporting shaped around your organization rather than around a default dashboard, including how producers roll up.

Contracting

How a producer gets contracted and appointed, tracked in the same system that carries their calls.

Training

Onboarding and ongoing coaching for a floor, built on the calls your agents are already making.

Build your own

Something your organization needs that is not on this list. Describe it, and we will scope whether it belongs in your instance.

Modules are configured, not switched on. Each one is scoped in a conversation and priced against what your organization actually needs, so the same module looks different at a ten-seat agency and at an IMO.

Scope your modules

Data governance

A dedicated, isolated instance

Your leads, your producers, your recordings, and your transcripts can sit in an instance of their own rather than pooled with other organizations. Principals who answer to an internal data governance policy usually need this, and it is available. Bring your policy to the call and we will scope against it.

Scope a dedicated instance

Carriers: if there is a partnership worth discussing, talk to us directly rather than through this page. hello@assurna.com

Questions

What an owner asks before they budget.

Why publish pricing when nothing else in this category does?
Because you should be able to work out whether Assurna fits your floor without sitting through a call first. Gated pricing is a filter that costs a buyer an hour to pass. Starter and Pro are published, per seat, per month. Agency and IMO are not published, because they are genuinely scoped rather than because we are hiding a number.
Is the seat price the whole bill?
No, and that is the point of stating it plainly. The seat price is fixed. Calling minutes and messaging are usage, so they are metered and billed on what you used, itemized by seat on the same invoice. Every tier includes an allowance of minutes per seat, and anything past that allowance is billed by the minute.
What happens if we go over the included minutes?
Nothing stops. The overage is billed by the minute at the rate on your agreement and shown as its own line, so a heavy dialing month is visible rather than absorbed into a lump sum. On an Agency plan the allowance is scoped to how much your floor dials, so it is set against your real volume rather than a default.
We are an agency with a downline. Which tier is that?
Agency. Your downline agents come in as users on your plan rather than buying their own, seats and minutes are scoped to how many producers you actually run, and reporting is built around the producer, so persistency, NTO, and chargeback rates are visible by name. Pricing is scoped on a call.
Can we have our own instance?
Yes. A dedicated, isolated instance is available, so your records are not pooled with another organization's. It is the usual answer to an internal data governance requirement, and it is the reason most IMO conversations start on this page and finish on a call.
How do modules work, and are they in the seat price?
Compliance, Analytics, Contracting, and Training are configured for your organization rather than toggled on, and you can ask for one to be built that is not on the list. Because each is scoped to what you need, they are priced in the same conversation rather than carried in the published seat price.

Something here that is specific to your floor? Call 877-ASSURNA (877-277-8762).

Price it against your own floor.

Bring your seat count, how much your agents dial, and the modules you care about, and we will put a real number against them.

Book a call

Or call 877-ASSURNA (877-277-8762).