CRM Core
For benefits advisors and small agencies.
Customper tenant org
- Unlimited records & modules
- Email & SMS sync
- Embeddable lead forms
- Automations engine
- HIPAA-aware audit logs
Pricing
Pricing scales with your tenancy.
We’re onboarding manually during phase 1 — every customer gets a hands-on implementation. Final pricing is custom while we calibrate seats, volume tiers, and gateway-specific fees.
Admin Enrollment
For agencies running their own enrollment.
Customper tenant org
- Plan & rate engines
- Member management + portal
- Multi-gateway billing
- Commissions & payouts
- Tenant landing-page builder
Suite
CRM Core + Admin Enrollment, bundled.
Customper tenant org
- Everything in both products
- Unified identity & RLS
- Cross-product automations
- Dedicated onboarding manager
- Priority support
Volume, multi-tenant, and partner agreements available — talk to us.