PRICING

Pay per agency. Unlimited users. Pay for what you use.

One base fee covers your whole team. Hosted usage (SMS, email, AI minutes) at posted rates. No per-seat tax.

COST

A 10-producer agency. The same software. Different bills.

HawkSoft taxes every seat. AgencyZoom caps at 7 users — and isn't a full AMS. NowCerts adds $45 for every seat past five. WYN is a complete AMS with unlimited users at a flat per-agency rate.

VendorPricing modelMonthly cost
HawkSoftbase fee + $94/user/mofrom ~$94010 users × $94, before the base fee
AgencyZoom Pro$349/mo per agency · caps at 7 users$3493 extra seats: contact sales
NowCerts (Momentum AMP)$349/mo (5 users) + $45/seat after≈ $574$349 + 5 × $45 · phone & AI not included
WYN Starter$99/mo per agency · unlimited users$99flat. unlimited users.

Plus pay-as-you-go usage (SMS, email, AI minutes) at posted rates — same as competitors.

Count the whole stack, not just the AMS.

What agencies pay for separatelyTypical published priceIn WYN
AMS / CRM seats$94–$200+ per user/moIncluded — flat agency fee, unlimited users
Business phone system~$20–35 per user/moComing soon — built in, no per-user fee
E-signatures~$30–45 per user/mo$0.15 per envelope — no per-user fee
Marketing tools (cards + landing pages)~$37–99/moIncluded
AI assistant~$20–30 per user/moAll five teammates, pay-as-you-go
Automation platform (Zapier-style)~$20–69/moBuilt in — and we still play nice with Zapier

Six vendors, six logins, six bills — easily $1,500–$2,000+/mo before anyone makes a call. The same shop on WYN Starter: $99/mo + usage.

PLANS

Five tiers. One base fee per agency.

Free forever on the On Us tier — no policy cap, no credit card, no auto-conversion. Starter and Growth are at founding rates for a limited time.

$0

On Us — Solo Agent

You're launching your first agency or keeping it lean. Full CRM, AI tools (pay-as-you-go), unlimited users — on us, at any book size.

Regular price$149/mo$99/moFounding rate · locked for life

Starter

Your team is growing. Client portal, your own boards and playbooks, contests & goals, commission tracking.

Regular price$349/mo$299/moFounding rate · locked for life

Growth

Switching from a legacy AMS or scaling past solo. Full commissions engine, call recordings + AI summaries, multiple teams + office TV. Priority support.

★ Most agencies pick this.
$799/mo

Scale

Bigger operations with enterprise needs. Branded portal (logo + colors), producer payouts + 1099s, approval controls, multi-office. Dedicated onboarding.

Coming soon
Custom

Enterprise

Custom platform terms for large operations — dedicated success manager, custom SLA, custom carrier integrations, bespoke deployment options. Let's talk.

Coming soon
EVERY FEATURE

Every feature, tier by tier.

On us$0Starter$99Growth$299Scale — soon$799Enterprise — soonCustom
Policies & clients — no limits
Your team — unlimited users
Phone system (calls + texts)Coming soonComing soonComing soonBring your own providerBring your own provider
The AI team — all five, pay-as-you-go
E-signatures + ACORD forms — $0.15/envelopee-sign only
Dec-page reader — snap a dec page, it imports itself (pay-per-read)
Sales automation — templates includedstarter set
Zapier integration — native app
Open API — build on your own book
Client self-service portal
Multi-sales pipelines, renewal, and servicebasic
Reports & analyticsstarter set
Marketing — staff business cards + lead landing pages
Agent onboarding — paperwork signed onlinebasic
SPIFFs, goals & office TV broadcasting✓ + TV
Take your book with you — export free, always
Commission entry & trackingreports only
Commission statements
Producer payout & 1099s
Run multiple teams — each with its own goals and boards
Ask Argus — questions included per month10505001,000Custom
Call recordings + AI call summaries
File storage — 10GB included, then published rates
No contract — month to month
Audit-ready compliance, both languages, always

Scale and Enterprise are coming soon — join the waitlist to be first in line.

USAGE

Usage rates

All tiers bill hosted usage at published rates. No hidden fees. No commitments at Free, Starter, or Growth — pay only for what you use.

AI voice minutes
AI toolWho it servesRate
LunaClients$0.35/min
AtlasProducers$0.55/min
HaloProducers$0.70/min
AI text
MeterRate
Lead scoringAuto-runs on new clients · soft cap 5,000/moIncluded all tiers
Workflow AI Agent actionUser-invoked in workflows + custom AI tools$0.03/call
Dec-page AI readerUpload a dec page — AI reads it into the CRM$0.25/read
Communications
MeterRate
SMS (US)Billed per segment$0.015/msg
EmailTransactional + campaign sends$0.002/msg
eSig envelopeNative & third-party, every tier$0.15/envelope
Platform
MeterRate
IVANS carrier downloadsGrowth tier and abovePending
File storage10GB free, then $0.10/GB/mo

Volume-committed usage reservations available at Scale and Enterprise tiers for agencies running $5k+/month in usage.

REAL NUMBERS

What a 10-producer agency actually spends

Halo (1,200 min × $0.70)$840
Atlas (600 min × $0.55)$330
Luna (client calls)~$175/mo at full use
Lead scoringIncluded
Workflow AI (~500 calls)$15
Growth tier base$299
Total monthly~$1,484

Every meter is published. The base fee is the only fixed line — the rest scales with what you actually use.

Now compare the humans doing those jobs.

A sales manager to run the day (US median salary)~$11,500/mo
A dedicated sales trainer to drill the team~$6,000–8,000/mo
Halo + Atlas + the whole platform above~$1,484

No sales manager or trainer on payroll yet? That's the gap Halo and Atlas cover — for the price of the line items above. Salary medians from public data (BLS, May 2024).

QUESTIONS

Common questions.

Is it really free?

Yes — the base platform is free forever, at any book size. Usage (texts, AI minutes) bills at the published rates on this page. Paid plans add team features when you're ready — moving up is always your call.

Do I need a credit card to start?

No. The platform is free with no payment info required. You only add a card to fund usage-billed extras (SMS, AI minutes) or to move to a paid tier.

Can I export all my data?

Yes. Export your whole book to CSV on every tier — free, always. Growth+ adds Book of Business export in Vertafore + Applied AMS formats. Your data is yours.

Is Luna available?

Luna is live today as the voice on AI Dial and campaigns — renewals, quote follow-ups, welcomes, win-backs. All five AI teammates — Halo, Atlas, Sentinel, Argus, and Luna — are active.

Do you have IVANS?

Our IVANS adapter is code-complete and tested, and the partnership that switches it on is in progress. Contact sales for current status.

Is there a contract?

No. Month-to-month at every tier. Annual prepay discounts available at Scale + Enterprise.

Built-in rating engine?

Yes — the Rater Bridge returns real carrier premiums straight into your CRM, proven live on a real Miami book. Agency availability is rolling out; until then, connect your existing rater (Tarmika, Bold Penguin, etc.) via Zapier and our REST API.

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