Pricing that fits your agency's pace — from hands-on to in-house.
Pick the path that matches your team's capacity today. Start fully managed, graduate to self-serve, or scope an enterprise rollout — same platform, four revenue engines, same 90-day renewal campaigns.
Done-For-You, Self-Serve, or Enterprise — pick the one that fits today
Renewal, Cross-Sell, Referral, and Dashboard — on every tier
No commitment — we'll scope on your book analysis first
Every request, every tier — reviewed within one business day
Done-For-You
Booklift runs the engine for you.
Starting at $1,500/mo
fully managed · white-glove setup
- White-glove onboarding, book mapping, and ongoing campaign writing — done for you
- Dedicated account strategist on call for weekly performance reviews
- Hands-on execution across all four revenue engines — no IT project required
Self-Serve
The platform, in your hands.
Starting at $499/mo
software-only · your team drives it
- Full platform access with agency-branded automation across all four engines
- Pre-built 90-day renewal sequences + ranked cross-sell and referral queues
- Live owner dashboard — premium, quotes, binds, retention; cancel any time
Enterprise
For larger books and multi-location agencies.
Custom pricing — we'll scope with you
SSO · RBAC · dedicated success team
- Dedicated multi-region success team with SLA and procurement support
- SSO + RBAC, plus custom AMS / data-pipeline integrations
- White-labeled producer dashboards at scale across regions
Every price is display-only— final pricing is scoped to your book size, carrier mix, and integrations. No Stripe checkout — we'll send a tailored proposal after reviewing your details.
Every tier ships the four engines
Pick your pace — the platform comes with.
Renewal Automation
90-day compliant sequences across every approaching policy.
Cross-Sell Engine
Ranked opportunities by estimated premium potential.
Referral Capture
Agency-branded landing pages and rewards workflows.
Owner Dashboard
Premium, quotes, binds, and retention in one view.
Not sure which tier fits?
Most independent agencies are sitting on $100K–$500Kin untapped premium opportunity. We'll show you yours — before you spend a dollar.
Our team personally reviews every book analysis — this is not an automated email.