Insurance reconciliation software pricing
Plans from $99/month with a free 14-day trial. No credit card required. Choose the tier that fits your agency's policy count and user seats.
Starter
For small agencies getting started with automated reconciliation.
$99/month
- Up to 500 policies
- 5 user seats
- Carrier statement OCR
- Basic deposit matching
- Commission tracking
- Data export (CSV/Excel)
- Standard reports
- Email support
- 14-day free trial
Most Popular
Professional
Full-featured platform for growing agencies that need automation and compliance.
$199/month
- Up to 2,500 policies
- 25 user seats
- AI-powered smart matching
- Commission splits and payouts
- Trust account compliance
- Claims and renewal tracking
- Client portal
- Document management and e-signatures
- AI assistant and insights
- Workflows and automation
- Scheduled reports
- Priority support
Agency
For large agencies and clusters with high volume and advanced needs.
$399/month
- Up to 10,000 policies
- 50 user seats
- Everything in Professional
- Bulk operations
- Premium integrations
- Dedicated account manager
- Custom onboarding
- SLA guarantee
Enterprise
For carriers, networks, and large organizations requiring tailored solutions.
CustomTailored to your needs
- Unlimited policies
- Unlimited users
- Everything in Agency
- AI workflow automation
- Group health and benefits
- Underwriting assist
- Embedded quote widgets
- Custom reporting engine
- API access and webhooks
- Tax form generation (1099s)
- Dedicated support team
- On-premise option
Frequently Asked Questions
Ready to stop drowning in spreadsheets?
See how Policy Balance Hub can automate premium reconciliation for your agency. Start the trial in minutes — or request a personalized walkthrough.
14-day free trial. No credit card required.