Plans & Pricing

Simple, transparent pricing

Three packages, month-to-month, no long-term contract. Every plan includes the services below it — Pro is Core plus more, Complete is Pro plus more.

Compare Plans

Every service, plan by plan

Each plan includes everything in the one before it — nothing to lose by starting with Core and growing into Pro or Complete later.

Core Pro Complete
Included in Core
Owner Dashboard ✓ ✓ ✓
Client Portal ✓ ✓ ✓
Instant Quote Response ✓ ✓ ✓
Agency Page + Lead Capture ✓ ✓ ✓
Renewal Reminders ✓ ✓ ✓
Payment Reminders ✓ ✓ ✓
Certificates of Insurance (COI) ✓ ✓ ✓
CRM / AMS Updates ✓ ✓ ✓
Added in Pro
Dedicated US Phone Number (AI-Answered Calls) — ✓ ✓
After-Hours Call Handling — ✓ ✓
Unresponsive Lead Follow-Up — ✓ ✓
Personalized Cross-Sell — ✓ ✓
Churn Risk Alerts — ✓ ✓
Review Requests — ✓ ✓
Usage Included Each Month
AI Call Minutes — 300 min 750 min
Extra Minutes, Beyond the Included Amount — $0.20 / min $0.18 / min

Prices are per agency, per month. No setup fee, no annual lock-in. Call minutes beyond the included amount are billed monthly at the rates above — no surprise cutoff.

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Pick your plan

Core

What captures and protects revenue from day one — quoting, lead capture, and the reminders that stop policies from lapsing.

Owner dashboard & client portal
Instant quote response, day or night
Website included, or add our tools to yours
Renewal & payment reminders
Certificates of insurance on demand
CRM / AMS updates, automatically
$129/ month

Pro

Everything in Core, plus active retention and growth — the system stops just reacting and starts working your existing book of clients.

Everything in Core
Dedicated US number for AI-answered calls — 300 min/mo included
Personalized cross-sell & churn risk alerts
Unresponsive lead follow-up
Review requests
$298/ month
Best Value

Complete

Everything in Pro, sized for agencies with a busy phone line — the most call minutes and the lowest cost per minute.

Everything in Pro
750 AI call min/mo included — 2.5× Pro
Extra minutes at $0.18/min, the lowest rate
$379/ month

Why QuoteBind

What QuoteBind does that a typical agency CRM doesn't

A CRM organizes your pipeline. QuoteBind does the work around it — and runs on top of the systems you already use.

QuoteBind AITypical agency CRM
AI answers your phone 24/7 on your own US number (Pro and Complete) ✓Usually not included
Instant reply to every quote request, day or night — a personal reply with next steps, while your team prepares the final price ✓Usually a form that waits for a callback
Your agency website, or our AI chat on the site you already have — quote requests go straight to your dashboard ✓Usually not included
Premium payment reminders sent to your clients before the due date ✓Usually not included
Certificates of insurance on demand — clients get proof of coverage by email in minutes ✓Usually done by hand
Client portal with no password — email plus policy number ✓Usually not included
AI cross-sell and churn-risk alerts (Pro and Complete) ✓Usually not included
Works on top of the AMS you already use — nothing to migrate ✓Often asks you to move your data

Comparison based on the standard features of popular agency CRMs; some offer part of this as a paid add-on.