Account and help
Plans and policy checks
What is free, what a policy check is, and how to get more.
The prices are on the advisor pricing page. This page explains how plans work, so you know what uses what.
The free plan
The Free plan is free forever. It is not a trial, and you do not need a card. It includes a few policy checks so you can see the reports for yourself.
Always free, on every plan
- Leads, renewals and your customer list.
- The Cover Calculator.
- WhatsApp message drafts.
- Comparing plans from our list.
What uses a policy check
- A health policy check uses 1 policy check.
- Compare Quotes, comparing two uploaded wordings, uses 2 policy checks.
- Data entry for motor, life, term, travel and other policies has its own separate allowance. It never uses your policy checks.
You can see how many checks you have left on My Profile, and on the upload screen before you press Check.
Getting more
To move to a paid plan, or to buy more checks, message our team on WhatsApp from the pricing page. There is no card payment inside the portal. For agencies, each seat gets its own checks every month, and the owner can move unused ones between advisors.