Option A
Flexible
Monthly, no commitment
Ideal for getting started
Tailored to your needs
One system for customers, policies, documents and commissions, tailored to your agency.
- Modular packages — choose only what you need.
- Pricing adapts to your team size and usage.
- No long-term lock-in, unless you want it.
Option B
Long-term
Lower price for long-term partnership
Ideal for budget planning
Data migration? On us.
Already have data in Excels, legacy CRMs or document folders? Our team analyzes, migrates and verifies — no manual re-typing, no business disruption.
- Excel, spreadsheets and legacy CRM databases
- Tens of thousands of PDFs, scans and attachments — no obstacle
- Validation and alignment of specifics with you before go-live
Every agency is different — that's why we design each package together with you.
Frequently asked questions
How long does setup take?
Setup takes anywhere from a few days to a few weeks, depending on data volume to import, number of users to train and commission complexity.
Can we cancel anytime?
Yes. Monthly subscriptions have no lock-in — cancel anytime.
Do you help with data migration?
Yes. We handle data transfer from spreadsheets or legacy systems — no risk to your business.
What if our insurer isn't on the list?
We add new insurers regularly. Tell us which one you need and we'll prioritize it.
Let us show you how it works in practice.
Call or write — we'll gladly show you how InsureFlow works in practice.
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