Insurance reconciliation software pricing
Plans from $99/month with a free 14-day trial. No credit card required. Choose the tier that fits your agency's policy count and user seats.
Pricing plans
Starter
For small agencies replacing spreadsheet reconciliation.
- Up to 500 policies
- 5 user seats
- 50 statements parsed per month
- Carrier statement OCR & parsing (PDF, CSV, Excel)
- Deposit-to-policy matching
- Commission tracking
- Agency-bill invoicing
- Claims & renewal tracking
- Bulk operations
- Outbound webhooks
- Data export (CSV/Excel)
- Email support
- 14-day free trial
Professional
For growing agencies that need AI matching and compliance.
- Up to 2,500 policies
- 25 user seats
- 250 statements parsed per month
- Everything in Starter
- AI-assisted smart matching
- HubSpot & Salesforce CRM sync (contacts → clients)
- Trust-account compliance ledger
- Reconciliation, aging & commission reports
- Scheduled report delivery
- Priority support
Agency
For large agencies and clusters with high volume.
- Up to 10,000 policies
- 50 user seats
- 1,000 statements parsed per month
- Everything in Professional
- Dedicated account manager
- Custom onboarding
- SLA guarantee
Enterprise
For carriers, networks, and large organizations.
- Custom policy, seat & statement limits (100,000+ policies, 500+ seats)
- Everything in Agency
- API access (X-API-Key)
- Dedicated support team
- Custom / self-hosted deployment options
Weighing options? See how Policy Balance Hub compares to traditional agency management systems.
Will a plan pay for itself on your numbers?
Enter your statements per month, hours per statement, hourly cost and monthly commission. The calculator sets the labour saved and commission recovered against a plan price and shows the payback in months. Free, in your browser, no signup.
Reconciliation ROI calculatorFrequently Asked Questions
Ready to stop drowning in spreadsheets?
See how Policy Balance Hub can automate premium reconciliation for your agency. Start the trial in minutes — or request a personalized walkthrough.
14-day free trial (up to 100 policies, 3 users). No credit card required.