NEW Meet ShieldPathOS — our proprietary lead intake & routing platform
Agency Plans

Straightforward pricing.
No surprises.

Three subscription tiers built for insurance agencies — each including exclusive leads, scoring, and routing across all 50 states. Overage rates apply only if you exceed your monthly allotment.

Open Enrollment Discount
Enterprise saves $300/month during Open Enrollment
$1,499 → $1,199/mo for Enterprise subscribers. Active during Medicare OEP (Oct 15–Dec 7) and ACA OEP (Nov 1–Jan 15). Discount applies automatically — no code required.
Subscription Tiers

Choose your plan

All plans include lead scoring, urgency routing, and exclusive leads per coverage type.

Starter
New agents, independent brokers, and part-time producers.
$249.99/mo
What you get
  • Up to 25 exclusive leads/month
  • Medicare Advantage & Part D leads
  • ACA leads
  • Life Insurance / Final Expense leads
  • IUL leads
  • Lead intake dashboard
  • Contact management
  • Email notifications
  • Basic reporting
  • 1 user account
  • 1 state coverage
  • Lead Scoring & Urgency Routing
Goal
Perfect for agents writing their first policies and building referral momentum.
Growth
Full-time agents and small agencies.
$499.99/mo
What you get
  • Up to 75 exclusive leads/month
  • Medicare Advantage & Part D leads
  • ACA leads
  • Life Insurance / Final Expense leads
  • IUL leads
  • Priority lead routing
  • Appointment scheduling integration
  • CRM pipeline management
  • SMS notifications
  • Performance analytics
  • Up to 3 users
  • Up to 20 states coverage
  • Lead Scoring & Urgency Routing
  • First-Look on High-Urgency Leads
Bonus
  • Territory preference
  • Faster lead delivery
Goal
Provide enough volume to support a producing agent or small team.
Enterprise
Agencies, FMOs, and large broker teams.
$1,499/mo
What you get
  • Up to 300 exclusive leads/month
  • Medicare Advantage & Part D leads
  • ACA leads
  • Life Insurance / Final Expense leads
  • IUL leads
  • Priority routing queue
  • White-label option
  • Team management dashboard
  • Agency performance reporting
  • API integrations
  • Custom lead forms
  • Unlimited users
  • All 50 states coverage
  • Dedicated onboarding
  • Lead Scoring & Urgency Routing
  • First-Look on High-Urgency Leads
  • Assigned Account Manager
  • Volume Overage Discount
Bonus
  • Geographic targeting
  • Lead distribution rules
  • Agency branding
Goal
Become the agency's primary lead source.
Start with Starter — $249.99/mo Start with Growth — $499.99/mo Apply for Enterprise — $1,499/mo
Pay As You Go

Lead overage rates

Applies when you exceed your monthly allocated allotment. No subscription required for standalone purchases.

Overage pricing (subscribers)
ACA / Health $10/lead
Medicare Part D $15/lead
Medicare Advantage $25/lead
Final Expense / Life / IUL $40/lead
Applies when you exceed your monthly allocated allotment.
Standalone lead pricing
ACA / Health $20/lead
Medicare Part D $30/lead
Medicare Advantage $45/lead
Final Expense / Life / IUL $65/lead
No subscription required. Subject to availability.
Credit Packs

Pre-buy lead credits without a subscription

One-time purchase. Credits apply toward any overage on any coverage type.

Buy 25 credits Buy 100 credits Buy 300 credits

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