Start free with a 14-day trial. Upgrade anytime to unlock unlimited leads and full automation. No credit card required.
Perfect for testing the waters
No credit card required
For independent agents
Cancel anytime · Secure checkout
For teams and agencies
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See what's included in each plan at a glance.
| Feature | Free Trial | Pro | Agency |
|---|---|---|---|
| Lead limit | 50 total | Unlimited | Unlimited |
| AI lead scoring | |||
| AI chat responses | |||
| Automated follow-ups | — | ||
| Pipeline management | Basic | Full | Full |
| Analytics dashboard | — | ||
| Carrier comparison (9+) | — | ||
| Multi-agent dashboard | — | — | |
| Commission tracking | — | — | |
| Support | Priority | Dedicated Manager |
Everything you need to know about InsurePilot pricing.
Yes, completely free. No credit card required to start. You get 50 leads during the trial period to test all features. After 14 days, you can choose to upgrade to Pro or Agency, or simply stop—no commitments.
Your data security is our top priority. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We're SOC 2 Type II compliant and GDPR ready. Your client information, quotes, and communications are stored securely on enterprise-grade infrastructure. We never sell or share your data with third parties.
Absolutely! We support CSV and Excel imports, so you can bring your entire lead database from your current CRM or spreadsheets. Our import wizard maps your fields automatically, and Pro/Agency plans include free migration assistance. We'll help you get set up without losing any data.
We currently integrate with 9+ major carriers including Allstate, State Farm, Progressive, GEICO, Liberty Mutual, Nationwide, Farmers, Travelers, and USAA. Our carrier comparison feature lets you quickly show clients multiple quotes side-by-side. We're continuously adding more carrier partnerships.
Free Trial: Email support with 24-hour response time.
Pro: Priority email support with 4-hour response time, plus live chat during business hours.
Agency: Dedicated account manager with phone support, plus onboarding training for your team and monthly strategy calls.
Yes, you can cancel anytime with no penalties or fees. If you cancel mid-month, you'll retain access until the end of your billing period. You can also export all your data before canceling—we'll never hold your leads hostage. If you decide to come back later, we can restore your account within 30 days.
Yes! Pay annually and get 2 months free (equivalent to 17% off). That's $490/year for Pro (vs $588 monthly) and $990/year for Agency (vs $1,188 monthly). We also offer special pricing for insurance associations, large agencies (10+ agents), and referrals. Contact us for custom pricing.
Your leads are never deleted. If you downgrade from Pro to Free Trial, you'll retain access to all existing leads (read-only for leads beyond the 50 limit), but won't be able to add more until you upgrade again. All your historical data, quotes, and notes remain intact. You can always upgrade back to Pro or Agency anytime.
Start your 14-day free trial today. No credit card required. Upgrade anytime.
Join hundreds of insurance agents already using InsurePilot to automate their sales process.