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Plans & Pricing

Transparent pricing and simplified add-ons.

There are no surprises, just success.

Base Plan

Everything you need to get started.

$99

/month

1 User (+ Initial Account Setup)

Unlimited Lead Profiles

Email & Text Automation

Automated Campaigns

Unlimited File Storage

Custom Workflows

Lead Integrations

Dedicated Tech Support

Enhance Your Plan

Create a plan that is completely customizable and only pay for what you need.

Manage a team, distribute leads, and optimize collaboration

Contact Sales for 15+ Users

Generate professional quote comparisons to share with your clients

Send HIPAA-compliant signature documents and meet CMS regulations

Recruiting Tools

(+$19/mo)

Agent recruitment and onboarding tools

Connect our CRM with professional communication tools

Est. Monthly Subscription*

$99

*Pricing is an estimate and may vary based on specific details—contact us.

Ready to Change the Way You Do Business?

TopBroker CRM is a web-based agency management system that provides the tools and resources to help with business growth, agency management, agent and client retention, and sales and marketing automation for agencies in the health and life insurance industries. 

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