Pricing
All 69 features are included in every tier. Pick the plan that fits your team size.
For independent agents and solo producers
For supervisors, agencies, and small BGAs
For MGAs and IMOs at scale
For large BGAs and multi-office operations
Estimate your price
Type any number up to 500. Over 100? Use the slider max or enter it directly.
Your plan
Team
$129/user/mo
Monthly
$645
$7,740/year
Per seat
$4/day
less than a coffee
For $4/day per person, every user gets an AI analyst on their entire book — surfacing at-risk premium, coverage gaps, and production trends before they become problems. Recovering even a single lapsing policy or contract typically pays for the whole team's month.
No credit card required.
No Feature Gating
We don't believe in hiding features behind expensive tiers. You get everything, regardless of plan.
FAQ
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.
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.
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.
Yes. Annual billing saves you 20% compared to monthly. Contact us or select annual billing during checkout to get the discount.
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.
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.
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.
No. SmartViewz is a web application that works in any modern browser. There's nothing to install, no plugins, and no desktop software required.
14-day free trial. No credit card required. All 69 features included.
(866) 753-8002