top of page

PRICING

Retrieve millions of data driven insights 

Pro

The individual rate per license includes unrestricted access to all product lines in all states. To qualify for the individual rate, you must be a financial adviser, insurance broker or consultant working at a firm with less than 10 total employees. Those that qualify for the individual rate can contact us directly and our team will help you get set up.

Prospecting essentials for one customer (maximum). Billed annually.

Pro includes:

  • Prospecting platform

  • Unrestricted access to all product lines in all states

  • Basic Usage Analytics 

  • List exports

  • Saved searches

 

Premium

Those that qualify for the individual rate can contact us directly and our team will connect you to a specialist to set up your customized analytics dashboard to get data driven insights on your prospecting.

 

Perfect for one customer (maximum) with medium prospecting volume. Billed annually.

Premium includes everything in Pro, plus:

  • Customized Usage Analytics Dashboard

 

Enterprise 

Multi-seat enterprise rates will vary depending on the total number of users, level of service and intended use. Enterprise customers can choose between annual, quarterly or monthly installments. Contact us to learn more about enterprise rates.  

Ideal for teams of any size.

Enterprise includes everything in Premium, plus:

  • Multiple users

  • CRM integration

  • Dedicated Customer Success Manager

  • Uniquely customized Analytics Dashboard 

  • Customized team dashboard for sales and marketing reporting

 

Data Licensing Rate

Data licensing rates will vary depending on the data being used, level of service and intended use.  

Contact us to learn more about data licensing rates.  

 

Terms and Conditions

Visit our Terms and Conditions to learn more.

bottom of page