We’re still working on our launch pricing — the figures shown are indicative and may change.
Comb through policies faster. Start free.
Until , reach out to get 50% off the first three months of paid plans!
$0
Limited tokens
Unlimited users
Community support
Free forever (with limits)
No credit card required Fair Use Policy applies$199
p/m per adviser17% discount if paid annually
Generous token allowance
Unlimited users
Unlimited policies & clients
Priority support
Best value for growing advisers
No lock in contracts Prices inclusive of GST$399
p/m per adviser17% discount if paid annually
All Heavy User features
Back-office integrations
Compliance & Audit trail
Advanced reporting
All-inclusive adviser suite
Enterprise ready Tailored contracts availableAdd-Ons
Mobile Transcripts
Automatically capture and transcribe all inbound and outbound phone conversations for record-keeping and client clarity.
- Call recording & storage
- AI-powered transcripts
- Seamless CRM/Policy integration
Adviser Wordings
Access pre-negotiated insurance products with Adviser-specific wordings to improve client coverage and compliance.
- Adviser-exclusive policy wordings
- Standardised product templates
Data Package
Enhance decision-making with enriched real-time datasets integrated directly into your workflows.
- Real-time market & event data
- Plug-in architecture for flexibility
Compliance-as-a-Service
Principal membership add-on to meet APRA & FMA standards with ongoing reviews and automated reporting.
- Regulatory reporting (APRA, FMA)
- Independent compliance reviews
- Automated monitoring & alerts