FOR AGENCY NETWORKS & FRANCHISES

One shared account for your whole network.

Templates, phone scripts, and coverage explainers for every branch — one login your team shares, one invoice, priced for organizations with multiple locations.

Built for organizations with multiple locations

Insurance agency networks and clusters
Franchise brands with multiple branch locations
Agency aggregators supporting appointed agencies
Any multi-location independent agency (3+ locations)

Pricing by location count

Whether you're one agency with several branches or a network of independently-owned locations, pricing is based on location count, not structure — scaling self-serve up to 50 locations, right on the pricing page.

See pricing for your location count →

How it works

  • One shared login — your whole network signs in with the same account, no separate logins to set up or manage per branch.
  • One consolidated invoice — a single monthly charge for the whole organization, not one per location.
  • Priority requests — need a template or script specific to your brand? Network accounts get priority on requests.

Questions before you get started?

Tell us about your network or franchise group and we'll follow up directly — no need to guess which plan fits, we can walk through it together.

Working at an insurance carrier, I've seen firsthand how much this tool helps my agents and brokers. The templates, emails, and waivers take a lot of the busywork off their plates, everything's easier to automate, so they can spend less time on repetitive tasks and more time actually helping their clients. It's honestly become one of my go-to resources for supporting the agent/broker network.

MS

Marc S.

National Accounts Manager

This service has saved me so much time and helped me standardize some things. I used to have to write the same type of email over and over and try to tell my people what to write, now we can be on the same page so that we know what information was sent and we don't have to worry about missing important wording. Just the time savings made it worth it, the rest is like a bonus.

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Seth

Agency Owner