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 gives you the core pipeline and sales tracking for up to 3 Users — the essentials to manage leads and log sales. Growth adds a website, commission tracking, team chat, lead forms, Google Reviews, and expands to 8 Users. The Full Package unlocks AI client intake, jump-in live chat, and includes 15+ Users.
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 includes 3 Users and Growth includes 8. The Full Package includes 15+. Need more? Add additional seats at $29/seat/mo on Solo and Growth, or $25/seat/mo on Full. Teams larger than 20 — contact us for custom pricing.
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?
Complete six onboarding milestones during your free trial (logging a sale, adding a pipeline card, inviting a teammate, etc.) and your second month is free — automatically. Miss any of them and your second month bills at your tier price. Available on every plan.
Will OfficeHubb replace my AMS or comparative rater?
No — and that’s the point. OfficeHubb sits alongside the tools you already use. Your AMS (HawkSoft, Applied Epic, AMS360, etc.) and rater (PL Rating, Tarmika, EZLynx, etc.) stay where they are. We focus on the lead flow, AI intake, sales attribution, and customer messaging side — and we deep-link prospect data into your rater so your team doesn’t retype it. The CRM pipeline and sales tracking are built in, so for that side you don’t need a separate tool.
Do plans include customer email and texting?
Yes — customer email and texting both ship with Growth and up. The AI messaging co-pilot (which drafts and curates your follow-ups for you to approve) and the Agency AI copilot are part of The Full Package. SMS uses your own A2P 10DLC-registered number (provisioned in-app in about a minute); email sends from your agency-branded sender. Consent tracking, quiet hours, opt-outs, and TCPA pacing are built in on both.
What kind of support do you offer?
Solo includes email support; Growth adds chat. The Full Package adds AI-assisted triage and priority response. All tiers can use the public docs hub for setup and workflow guidance.
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.