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SIMPLE, HONEST PRICING

Pay per producer,
not per feature.

Every plan includes the whole product. 14-day free trial, no card. Cancel anytime from Settings. Priced for independent agencies, not enterprises.

ENGLISH + SPANISHSSN ENCRYPTEDFAMILY-AWARENO CONTRACTS
BASIC
$39+ $25/MO PER ADDITIONAL AGENT

Everything a solo agent needs to run the book.

· Clients, policies, households· Carrier CSV import + Review hub· Renewals, tasks, calendar· Bilingual client messaging
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Most popular
PREMIUM
$69+ $45/MO PER ADDITIONAL AGENT

More storage, unlimited templates, free secondary seats.

· Everything in Basic· Extra storage + unlimited templates· 3 free secondary seats + 1 per paid agent· First in line for new features
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CUSTOM
Build itfrom a base plan
ADD-ONS BILLED 1:1

Start from Basic or Premium, then add only the extras you want.

· Extra storage (Gold)$9/mo· Secondary seat$12/mo each· Unlimited email templates$5/mo· White-glove setup$75 one-time
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WHAT WOULD MY AGENCY PAY?
Producing agents on your team3
175
Running more than 75 producers? Talk to us about team pricing.
BASIC$39 + $25/AGENT
First agent$39
2 more × $50$50
TOTAL / MO$89
PREMIUM$69 + $45/AGENT
First agent$69
2 more × $90$90
TOTAL / MO$159
6 FREE SECONDARY SEATS
Billed per seat as you add agents. Secondary seats (assistants) are $12/mo on Basic; Premium includes 3 free plus 1 per paid agent.
EVERYTHING INCLUDED

The full feature list.

No feature gates between plans. Every capability below ships with Basic.

CLIENTS & POLICIES
Family-aware households and member linking✓
Tiered duplicate detection, merge, dismissals✓
Prospects pipeline✓
Policy statuses including lost and terminated✓
Deductible, MOOP, covered members per policy✓
Notes, tasks, reminders on every client✓
Birthday list and bilingual greetings✓
Documents in secure document storage✓
Bilingual client intake link with encrypted SSN✓
IMPORTS & RECONCILIATION
Carrier CSV import: HealthSherpa, Oscar, Ambetter, Manhattan✓
Dry-run preview before anything commits✓
Import batches with per-row decisions✓
Carrier statement reconciliation✓
Match review with one-click undo✓
Automatic import self-test✓
Orphaned-import attribution✓
COMMISSIONS
Multi-year commission schedules✓
ACA flat commission model✓
Splits by percent or dollar, pay-out and receive✓
Split payment delays✓
Pending commissions worklist✓
Per-agent payment statements✓
Per-policy rate overrides✓
Contracts as source of truth for rates✓
RENEWALS & AUTOMATION
Renewals worklist with bulk renew✓
Future-dated plan changes that activate themselves✓
Auto-terminate expired policies✓
Automation toggles per agency✓
Email templates, English and Spanish, seeded✓
Scheduled email dispatch✓
iCal calendar feed: renewals, birthdays, tasks✓
TEAM & SECURITY
Roles: owner, agent, assistant, oversight✓
Per-agent visibility scopes: carrier, state, product, owner✓
Assistants never see commission dollars✓
Managed agents with monthly statements✓
Team invites with preview✓
SSN encrypted at rest, owner-only decrypt✓
Audit log with before and after diffs✓
Row-level tenant isolation, tested✓
PLATFORM
Every screen in English and Spanish✓
Dashboard with quick actions✓
Reports plus audit and message reports✓
Book health view✓
Notifications center✓
Carrier brochure library, EN and ES✓
Billing by Stripe, cancel in Settings✓
Guided onboarding✓
ON THE ROADMAPCarrier API reconciliation · AI-assisted intake summaries · Mobile apps · Expanded document storage. We publish what we ship in What's new, not vaporware.
FOUNDING CUSTOMER OFFER · FIRST 5 AGENCIES
50% off Premium for 12 months.

We get on a setup call, migrate your book together, and you keep the discount for a full year. Reply to your trial welcome email to claim it.

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QUESTIONS

Fair questions,
straight answers.

Basic is $39 for the first producing agent plus $25 per additional agent per month. Premium is $69 plus $45. Secondary seats for assistants are $12 per month on Basic; Premium includes 3 free plus 1 per paid agent. You are billed per active seat, and you can add or remove agents any month.

Your trial runs with your real book and every feature on. After 14 days you pick Basic or Premium and enter a card. If you do nothing, the account pauses; we never charge a card we do not have.

No. Every capability in the feature list ships with Basic. Premium adds capacity: more storage, unlimited templates, and free secondary seats. Anything Premium bundles is also sold a la carte.

Yes. The importer takes carrier CSVs directly, with a dry-run preview so you see exactly what would be created before committing. Founding customers get a white-glove migration call included.

Velo is deliberately PHI-free: we store names, contact info, encrypted SSNs, and commissions, never medical records or claims. Those stay in your carrier portal under the carrier's HIPAA umbrella. That posture keeps your risk and our prices low.

Settings, then Billing, then cancel. No call, no retention script. Your data stays exportable for 90 days after.

We don't store medical records or claims (PHI). That stays in your carrier portal under their HIPAA umbrella. We protect your PII (name, DOB, SSN) and your commissions. Read more on the security page.