Priced to the size of your book
Start free on the plan built for a single book, and move up as the team grows. Every plan includes the full CRM engine - the larger plans add shared records, performance visibility and hands-on onboarding.
For an independent agent running the book alone - up to 500 policyholders.
- Up to 500 policyholders
- Full renewal dial & lapse-risk scoring
- Coverage-gap & life-stage detection
- Claims tracking & lead scoring
- Document storage & expiry tracking
For a team sharing one book, with per-agent and team-level performance.
- Everything in Agent, unlimited policyholders
- Shared client records across the team
- Agency-level renewal & lapse-rate view
- Role-based access (agent / team lead)
- Clear ownership on every renewal & claim
For a large or multi-branch book that needs guided setup and support.
- Everything in Agency
- Custom onboarding & data migration
- Priority support
- Agency admin controls & full audit trail
- Structured rollout across branches
What's included, by CRM-engine area
| Capability | Agent | Agency | Brokerage |
|---|---|---|---|
| Policyholder & policy management | |||
| Household client profiles | |||
| Multi-policy, multi-insurer view | |||
| AI renewal intelligence | |||
| Lapse-risk scoring & renewal dial | |||
| Auto-drafted renewal reminders | |||
| Cross-sell & claims | |||
| Coverage-gap & life-stage detection | |||
| Claims tracking & stuck-claim flags | |||
| Explainable lead scoring | |||
| Team & governance | |||
| Shared records across a team | - | ||
| Agency-level performance view | - | ||
| Role-based access control | - | ||
| Custom onboarding & priority support | - | - | |
Pricing & onboarding FAQ
Can I migrate my existing records and spreadsheets?
Yes. You can bring your book in from spreadsheets and existing records, and RESPADE assembles them into connected household profiles. On Brokerage plans, migration is guided as part of onboarding.
Which insurers does RESPADE work with?
RESPADE is insurer-agnostic - it holds policies from any insurer on one profile, whoever wrote the cover. Where direct integrations are available they speed up data entry, but nothing depends on a specific insurer being connected.
What are the contract terms?
Plans are billed monthly with no long lock-in on Agent and Agency. Brokerage plans are agreed as part of onboarding to match how your agency runs. The free trial needs no card to start.
What happens to my data if I leave?
Your records remain yours. You can export your book at any time, and on closing an account your data is removed according to the retention terms set out on the security page.
How many policyholders does the Agent plan cover?
The Agent plan is built for a single agent with up to 500 policyholders. Beyond that, the Agency plan removes the limit and adds shared records and team performance.