PRICING

Plans built around your program.

Plans are scoped to your carrier programs and the modules you use. Tell us about your program and we send a written proposal.

Agency

Brokers and agents appointed with a carrier on Undivo

Everything a producer needs to send complete, signed submissions and track them.

  • Carrier-specific application links
  • DOT lookup, fleet import and Lisa for your clients
  • Applicant signing links and signed PDFs
  • Agency-scoped cases, documents and client records
  • Information requests and case progress
Talk to us

Enterprise

Groups operating several carriers or programs

Multiple carrier scopes, dedicated onboarding and procurement support.

  • Everything in Program, across multiple carrier scopes
  • Explicit per-carrier memberships and permissions
  • Custom intake agreements and templates
  • Security questionnaire and legal review support
  • Dedicated onboarding and configuration help
Contact sales

COMPARE

What each plan includes.

CapabilityAgencyProgramEnterprise
Carrier-specific application linksIncludedIncludedIncluded
DOT lookup, VIN decoding and fleet importIncludedIncludedIncluded
Lisa voice and text assistantIncludedIncludedIncluded
Applicant signing links and signed PDFsIncludedIncludedIncluded
Agency-scoped cases, documents and clientsIncludedIncludedIncluded
Versioned intake settings and agreementsNot includedIncludedIncluded
Underwriting workbench with DOT evidenceNot includedIncludedIncluded
Rating programs, indications and quote preparationNot includedIncludedIncluded
Automatic quotes under carrier authorityNot includedIncludedIncluded
Client, policy and endorsement recordsNot includedIncludedIncluded
Telematics and bank connectionsNot includedIncludedIncluded
Multiple carrier scopes in one workspaceNot includedNot includedIncluded
Custom agreement templatesNot includedNot includedIncluded
Security questionnaire and legal review supportNot includedOn requestIncluded
Dedicated onboardingNot includedStandardDedicated

PRICING FAQ

How engagements work.

How is Undivo priced?

Pricing depends on the number of carrier scopes, the modules you use and the size of your producer network. We send a written proposal after a walkthrough of your workflow.

Can we start small?

Yes. A program can begin with one carrier scope, one published intake configuration and a defined group of producers, then expand once the workflow is proven.

Do producers need their own plan?

Producers work inside the workspace of the carrier they are appointed with. The Agency plan is for agencies that want their own client records and case tracking across that work.

What is not included?

Undivo is software. Carrier rates, forms, filings, licensing and coverage decisions remain yours. Where a third-party service charges for data or connections, we identify it in the proposal.

NEXT STEP

Get a written proposal for your program.

Tell us about your carrier scope, producers and volume. We reply with a plan and a pilot outline.

Request a proposal