Free to try. Pro when it earns its keep.
The calculator, comparisons and client studio are free for everyone. Pro adds the AI that saves you time and the polish your clients see.
Visitor
Anyone exploring premium financing.
No sign-in
- Calculator, comparison, studio and PDF
- Cases saved in this browser
- PDF carries a Premium Lab watermark
- No AI features
Free account
Agents trying it with real clients.
Sign in with email or Google
- Calculator, comparison, studio and PDF
- Save up to 5 clients on any device
- Client dashboard
- 2 AI illustration reads to try
- PDF carries a Premium Lab watermark
Pro
Agents who present financing every week.
Cancel any time
- Unlimited clients and cases
- AI illustration reader: 50 PDFs a month fill the cash values for you
- AI coach: client explanations, objection answers, risk checklist
- AI comparison of the illustrations you upload
- PDF with your name, licence and logo, no watermark
- Live link for your client to view the case
Compare the plans
| Visitor | Free account | Pro | |
|---|---|---|---|
| Calculator, comparison, studio, PDF | ✓ | ✓ | ✓ |
| Save clients and cases | This browser | Up to 5 clients | Unlimited |
| Client PDF | Watermark | Watermark | Your branding |
| AI illustration reader | – | 2 to try | 50 / month |
| AI coach | – | – | 100 / month |
| AI comparison of uploaded illustrations | – | – | 30 / month |
| Live link for your client | – | – | ✓ |
Questions
What counts as one AI use?
Reading one illustration PDF, one coach request or one AI comparison. Allowances reset on the 1st of each month. If the AI fails, the use is not counted.
Is my clients' data private?
Each agent's clients are stored separately and only that agent can read them. We store a client name or nickname and the case numbers, nothing more. Share links never include the client's name.
Is the AI giving financial advice?
No. It reads documents and drafts explanations from your numbers. You remain responsible for the advice you give as a licensed agent; always check figures against the insurer's illustration.
Can I cancel?
Yes, any time from your account menu. You keep Pro until the end of the period you paid for, and your saved clients stay with you on the free plan.