PolixraPolixra
Transparent plans · Cancel anytime

CRM for insurance agencies and brokers
Simple, transparent pricing

Start free in minutes. No credit card required. Cancel anytime.

All plans include a 14-day free trial. No credit card required.
Starter
For independent agents starting out
$7.00/agent/mo
  • Up to 300 clients
  • Up to 600 policies
  • 3 users seats
  • Tasks & Renewal reminders
  • 100 automations / month
  • Email support
  • Not included:
    • No automation
    • No SMS reminders
    • No collection insights
Best value
Professional
Most popular — for growing agencies
$15/agent/mo
  • Up to 2,500 clients
  • Up to 5,000 policies
  • 10 user seats
  • Payments & Claims included
  • Commissions & Quote Simulator
  • 1,000 automations / month
  • Priority email support
(Recommended)
Agency
Flat fee — every module for full agencies
$49/mo
  • Up to 10,000 clients
  • Up to 25,000 policies
  • 25 user seats
  • Every module included
  • Audit Log + Approvals
  • Unlimited automations
  • Live chat support
Enterprise
Custom pricing for large operations
Custom
  • Unlimited clients & policies
  • Unlimited user seats
  • High-volume Email & SMS · fair use policy
  • Bring your own Email/SMS provider (optional)
  • Dedicated success manager
  • SSO / SAML on request
  • Data residency options
  • Custom SLA & onboarding
  • Priority phone support

Compare plans side by side

FeatureStarterProfessionalAgencyEnterprise
Clients3002,50010,000Unlimited
Policies6005,00025,000Unlimited
User seats31025Unlimited
Document storage500 MB5,000 MB25,000 MBUnlimited
Automations / month1001,000UnlimitedUnlimited
Modules included
Claims+ $29/mo
Performance Tracking+ $29/mo+ $29/mo+ $29/mo
Tasks & Follow-ups
Audit Log+ $19/mo+ $19/mo
Client Portal+ $39/mo+ $39/mo+ $39/mo
Smart Reminders+ $19/mo+ $19/mo+ $19/mo
Payments+ $29/mo
Approvals+ $19/mo+ $19/mo
Revenue Insights+ $29/mo+ $29/mo+ $29/mo
Renewals

Modular add-ons

Activate any module for a 14-day free trial. Only pay for what you use.

Operations

Claims

Claims

$29.00/mo
Free trial included
Sales

Performance Tracking

Performance Tracking

$29.00/mo
Free trial included
Core

Tasks & Follow-ups

Tasks & Follow-ups

$9.00/mo
Free trial included
Security

Audit Log

Audit Log

$19.00/mo
Free trial included
Operations

Client Portal

Client Portal

$39.00/mo
Free trial included
Automation

Smart Reminders

Smart Reminders

$19.00/mo
Free trial included
Financial

Payments

Payments

$29.00/mo
Free trial included
Security

Approvals

Approvals

$19.00/mo
Free trial included
Automation

Revenue Insights

Revenue Insights

$29.00/mo
Free trial included
Core

Renewals

Renewals

$19.00/mo
Free trial included

Fast setup

Onboard your team in minutes with seed data, bulk import from CSV/Excel, and customer portal magic links.

Secure by default

JWT + RBAC, per-tenant data isolation, audit log, and optional approval workflows built-in.

Multi-tenant

Each agency keeps its branding, integrations, currency and language — on one shared platform.

Ready to grow your book of business?

Activate your 14-day trial in under 2 minutes — we'll import your data for you if you need help.

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