Pricing built for insurance agencies
Start with the essentials, add collaboration when your team is ready, and unlock AI intake when you want full automation.
Solo
The essentials to run your pipeline.
2 months free, thenBilled monthly · cancel anytime
Growth
Collaboration, commissions, and lead intake. The modern agency stack.
2 months free, thenBilled monthly · cancel anytime
The Full Package
AI captures every after-hours lead. Your staff closes them.
2 months free, thenBilled monthly · cancel anytime
* First 30 days free. Complete a quick setup checklist during your trial and your second month is free too, automatically. Plenty of time to know whether OfficeHubb fits your agency.
Works alongside
Plays nice with your AMS and rater
Comparative raters
Agency management systems
Frequently asked questions
What are the differences between the plans?
Solo is the pipeline and sales tracking for up to 3 people. Growth adds your agency website, commission tracking, team chat, lead forms, and Google Reviews for up to 8. The Full Package adds the AI intake chat and covers 15 or more.
Can I upgrade or downgrade anytime?
Yes. Change your plan at any time from your billing settings. Upgrades take effect immediately. Downgrades take effect at the start of your next billing cycle.
How does billing work?
Choose monthly or yearly billing. Yearly saves ~17% across all plans. You can switch between monthly and yearly at any time.
Is there a free trial?
Yes. Every plan starts with a free 30-day trial. Complete the six onboarding milestones during your trial and your second month is also free, automatically.
What happens if I hit the user limit?
Solo covers 3 people, Growth covers 8, and The Full Package covers 15 or more. Need another seat? It is $29 a month on Solo and Growth, $25 on Full. Bigger than 20? Contact us and we will work out a price.
Can I cancel anytime?
Absolutely. Cancel from your billing settings at any time. No contracts, no cancellation fees. If you're on an annual plan, your access continues through the end of your billing period.
How do reward credits work?
Do six simple things during your trial, like logging a sale, adding a lead, and inviting a teammate, and your second month is free. Miss any of them and month two bills normally. Every plan qualifies.
Will OfficeHubb replace my AMS or comparative rater?
No, and that’s the point. Your AMS (HawkSoft, Applied Epic, AMS360) and your rater (PL Rating, Tarmika, EZLynx) stay exactly where they are. OfficeHubb handles everything before the policy: catching the lead, working it, and closing it. It even opens your rater with the prospect’s info already filled in, so nobody retypes anything.
Do plans include customer email and texting?
Yes. Email and texting come with Growth and up. Texts go out from your own agency number, which you set up in about a minute, and email comes from your agency’s address. Opt-outs, quiet hours, and the TCPA rules are handled for you. The AI that drafts your follow-ups is part of The Full Package.
What kind of support do you offer?
Solo gets email support and Growth adds in-app chat. The Full Package gets answered first. Every plan can use the help docs for setup and how-to guides.
Start your next chapter
Stop being behind.
Pipeline, AI intake, commissions, and customer messaging in one place. Live in minutes, not months. And it plays nice with the tools you already run.