Pricing
Choose the plan that fits your business
Start free. Upgrade when you're ready. Cancel anytime.
MonthlyAnnualSave 20%
Free
For trying things out
$0/month
Get started- 1 user
- Up to 10 leads and 10 clients
- Pipeline & Kanban board
- Policy records & renewal dates
- Renewal tasks at 60/30/14/7 days
- Activities, calendar & goals
- Quotes & invoices
- Basic email templates
- CSV import
- AscendHub AI assistant
- Community support
- Multi-carrier quoting
- E-app & e-signature
- Commission logging & reconciliation
- Commission recovery ledger
- Service desk & certificates
- Automated client renewal emails & SMS
- Click-to-call, texting & power dialer
- Licenses & appointment tracking
- Workflow automations
- Reporting, team seats & integrations
Standard
For solo agents — single user
$29/month
Get started- Everything in Free, plus:
- Up to 500 leads and 500 clients
- 1 user
- Multi-carrier quoting
- E-app & e-signature
- Commission logging & statement import
- Reconciliation & recovery ledger
- Quote recovery follow-up
- Service desk & certificates
- Automated renewal emails & SMS
- Cross-sell drip sequences
- Click-to-call, texting & power dialer
- Licenses, appointments & E&O tracking
- Workflow automations
- Reporting & integrations
- Email support
- Team members & seats
- Team roles & permissions
- Team messaging & shared dashboard
- Lead source dashboard & campaign tracking
- Override commission hierarchy
MOST POPULAR
Pro
For teams working the same book
$79/seat/month
Per seat, per month · up to 10 team members
Get started- Everything in Standard, plus:
- Up to 10 seats at $79/seat
- Up to 5,000 leads
- Shared team workspace
- Team roles & permissions
- Team messaging & shared dashboard
- Production goals & leaderboard
- Lead source dashboard
- Campaign tracking
- Advanced analytics & reporting
- Lead scoring
- Priority support
- Override commission hierarchy
- Custom branding
Enterprise
For agencies with downline and custom needs
$89/seat/month
Per seat, per month · up to 50 team members
Get started- Everything in Pro, plus:
- Up to 50 seats at $89/seat
- Unlimited leads and clients
- Override commission hierarchy
- Downline production reporting
- Custom branding
- Data retention controls & audit log
14-day money-back guarantee · No credit card to start · Cancel anytime
14-day money-back guarantee on all paid plans
What's included on each plan
Anything marked beyond your plan is available in-app with an upgrade prompt — nothing is hidden.
| Feature | Free | Standard | Pro | Enterprise |
|---|---|---|---|---|
| Book of business | ||||
| Leads, clients & pipeline | ||||
| Policies & renewal tracking | ||||
| Activities & calendar | ||||
| Quotes & invoices | ||||
| CSV import & import rollback | ||||
| AscendHub AI assistant | ||||
| Multi-carrier quoting | ||||
| E-app & e-signature | ||||
| Service desk (service requests) | ||||
| Certificates of insurance (COI) | ||||
| Quote recovery | ||||
| Licenses, appointments & E&O | ||||
| Revenue & commissions | ||||
| Commission logging | ||||
| Carrier statement import | ||||
| Reconciliation & CSV export | ||||
| Recovery ledger & dispute packets | ||||
| Commission forecasting & book analytics | ||||
| Override commission hierarchy | ||||
| Outreach & automation | ||||
| Email templates | ||||
| Automated renewal emails & SMS | ||||
| Cross-sell drip sequences | ||||
| Click-to-call & texting | ||||
| Power dialer | ||||
| Workflow automations | ||||
| Campaign tracking & marketing | ||||
| Lead source attribution | ||||
| Team & administration | ||||
| Production goals | ||||
| Reporting | ||||
| Settings & integrations | ||||
| Team seats, roles & permissions | ||||
| Team messaging | ||||
| Shared dashboard | ||||
| Team leaderboard | ||||
| Audit log & retention controls | ||||