Can I subscribe if I do not have a website?
Yes. Starter, Growth, Professional and Business are private-access subscriptions. Log in to the advisor dashboard, generate insurance quotations, select company quotes in the basket and prepare copy-ready client messages without owning a website.
How many quotes are included each month?
Starter includes 100; Growth includes 250; Professional includes 500; and Business includes 1,000 monthly quotes. Website plan allowances are agreed before activation. The quote-counting policy, monthly reset date and treatment of updated searches will be explained in your subscription terms.
What is the difference between Website Lite and Website Plus?
Website Lite integrates insurance quoting and individual plan summaries into your existing website. Website Plus adds supported buy-online links, hosted client quote links that can be shared through WhatsApp, SMS or email, and a searchable history of generated quotes.
Does the $75.99 website plan include building a new website?
No. The monthly fee is for quotesoftware integration on a compatible website that you already own. If you need a new advisor website, ask about a separately quoted website design and development service.
Can I prepare an email or text with the $9.99 plan?
Yes. Every private-access plan includes a quote basket and built-in email and text composers. Select company quotations, prepare your message, then copy and paste it into your own email or SMS application. Messages are not sent automatically by the private quoting system.
Can I view individual benefits or compare benefits side by side?
Private access provides individual benefit summaries for available insurance plans. It does not include a side-by-side comparison of one plan’s benefits against another. You can choose quotations from different companies and add them to your basket, but the basket is not a side-by-side benefits comparison.
When do I get shareable client quote links?
Hosted client quote links are included with Website Plus ($100.99/month), where supported. They can be shared through WhatsApp, SMS or email. Private-access plans and Website Lite instead offer the private dashboard’s ready-to-copy message workflow, not hosted quote links.
Can clients buy insurance directly from the website?
Website Plus supports insurer buy-online pathways where approved and technically available. Availability varies by product, provider and advisor arrangement. Website Lite does not include this feature.
Are subscription payments collected every month?
Yes. All six plans are recurring monthly subscriptions, not one-time purchases. After an advisor authorizes recurring billing, the monthly subscription fee is collected automatically from the payment method on file on each billing date while the subscription remains active. Applicable taxes are extra. Cancellation and access terms are confirmed during signup. The pricing page itself does not process payments.
Are these prices in Canadian dollars, and are taxes included?
All six listed prices are in Canadian dollars, are collected as recurring monthly software subscription payments, and exclude applicable taxes. Website building, hosting and third-party fees are separate unless explicitly included in your agreement.