Pricing

Every feature. Every plan. No gating.

All 69 features are included in every tier. Pick the plan that fits your team size.

Producer

For independent agents, solo producers, and small teams

$129/mo
Start Free Trial
Up to 3 login users
Your personal book of business
All 69 features included
Email support
Most Popular

Agency

For supervisors, small agencies, and BGAs

$499/mo
Start Free Trial
Up to 15 login users
Full org with hierarchy & downline
All 69 features included
Priority email + chat support
Custom branding

Enterprise

For MGAs, IMOs, and large BGAs

$1,299/mo
Schedule Onboarding
Unlimited login users
Multi-office / multi-org support
All 69 features included
Dedicated support + onboarding
Custom branding + API access
SLA guarantee

No Feature Gating

Every plan includes all 69 features

We don't believe in hiding features behind expensive tiers. You get everything, regardless of plan.

Dashboard & Analytics

Real-time dashboard
Production analytics
Revenue intelligence
Trend analysis

Team & Hierarchy

Org tree view
Downline management
Agent scorecards
Team leaderboards

AI Intelligence

AI chat assistant
Meeting prep
Voice briefings
Smart recommendations

Search & Discovery

Universal search
Advanced filters
Saved searches
Quick navigation

Compliance

License tracking
E&O monitoring
Appointment status
Expiration alerts

Notifications

Real-time alerts
Email briefings
Action items
Custom triggers

Reports & Export

On-demand reports
CSV export
Commission tracking
Custom views

Integrations

Smart Office sync
Automatic backups
Role-based access
Encrypted storage

FAQ

Common questions

Can I switch plans?

Absolutely. You can upgrade or downgrade at any time. When you upgrade, you get immediate access to additional user seats. When you downgrade, the change takes effect at your next billing cycle.

Is there a free trial?

Yes! Every plan comes with a 14-day free trial. No credit card required to start. You get full access to all 69 features during your trial.

What's the difference between plans?

Every plan includes all 69 features. The only differences are the number of login users, support level, and enterprise extras like API access and SLA guarantees. No feature gating, ever.

Do you offer annual billing?

Yes. Annual billing saves you 20% compared to monthly. Contact us or select annual billing during checkout to get the discount.

How does Smart Office integration work?

SmartViewz connects directly to the Smart Office API using your existing credentials. We pull your data into a fast, dedicated database and keep it synced automatically. Your Smart Office workflow stays exactly the same.

Is my data secure?

Yes. Your data is stored in a dedicated, encrypted PostgreSQL database hosted on Supabase (SOC 2 certified). We use row-level security policies so each user only sees the data they should. API credentials are encrypted at rest.

What if I cancel?

You keep full access through the end of your billing period. Your data is retained for 30 days after cancellation, giving you time to export everything as CSV.

Do I need to install anything?

No. SmartViewz is a web application that works in any modern browser. There's nothing to install, no plugins, and no desktop software required.

Ready to see your data clearly?

14-day free trial. No credit card required. All 69 features included.

(866) 753-8002