One plan per agency, built to grow with you.
From a solo producer to a multi-branch team — every plan rides on the same agentic platform. Upgrade whenever your book grows.
Each plan includes an AI usage allowance; overage is metered. Prices in USD.
Common questions
What happens after I sign up?
Your workspace activates immediately — no waiting on a sales call. Pick a plan, tell us a bit about your agency, and start using iBrokerOS the same day.
Do I need a credit card to sign up?
Yes, for Independent Agent, Growing Agent, and Agency Team — a payment method is required to activate your workspace. Enterprise Agency plans are set up with our team directly.
Can I switch plans later?
Yes. Upgrade or downgrade from your billing settings as your agency grows — your data and setup carry over.
Do I have to leave my current AMS?
No. iBrokerOS layers onto the AMS/CRM you already run — there's no rip-and-replace migration.