Pricing
Built around your brokerage
Every brokerage is different. We don't believe in one-size-fits-all pricing. Tell us about your team and workflows — we'll tailor a plan that fits.
Our approach
No pricing tables.
No tiers.
Just a conversation.
Insurance brokerages range from two-person shops to firms with hundreds of advisors — each with different carriers, workflows, compliance obligations, and growth ambitions. A fixed pricing tier can't account for that.
We start with a discovery call to understand your team, volume, and the workflows that cost you the most time. From there, we put together a proposal that reflects your actual needs — not a package you'll outgrow in six months.
Book a meetingWhat we look at
Your team and volume
How many brokers, how many clients, and how much document and submission volume you process each month.
The workflows you need
Whether you need document intake, carrier submissions, renewal automation, compliance reporting — or all of it.
Your existing setup
What systems you already use, which carriers you work with, and what your team's current process looks like.
What's always included
Every plan comes with the same foundation
Dedicated onboarding
A structured setup process with your own onboarding lead. We configure Effara around your actual workflows, not generic templates.
Carrier-agnostic setup
Works with every carrier you already use — including those without APIs. No forced integrations, no locked-in carrier list.
GDPR & AML compliance
Full data processing agreements, auditable outputs, and traceable workflows included from day one. No add-on compliance tier.
Human review layer
Brokers always review before anything goes to a carrier. Effara augments your team — it doesn't replace your judgment.
Ongoing support
Access to our support team and a dedicated account contact. We treat your success as a long-term relationship, not a ticket queue.
No IT required
Cloud-based, zero infrastructure overhead. Your team can start using Effara without involving IT or managing any servers.
Common questions about pricing
Get Started
Ready to transform your brokerage?
Start your free trial today and see how Effara can automate your workflows.