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.
$99/month
- Up to 500 policies
- 5 user seats
- Carrier statement OCR & parsing (PDF, CSV, Excel)
- Deposit-to-policy matching
- Commission tracking
- Agency-bill invoicing
- Reconciliation, aging & commission reports
- Data export (CSV/Excel)
- Email support
- 14-day free trial
Most Popular
Professional
For growing agencies that need AI matching and compliance.
$199/month
- Up to 2,500 policies
- 25 user seats
- Everything in Starter
- AI-assisted smart matching
- Trust-account compliance ledger
- Claims & renewal tracking
- Advanced & scheduled reports
- Bulk operations
- Priority support
Agency
For large agencies and clusters with high volume.
$399/month
- Up to 10,000 policies
- 50 user seats
- Everything in Professional
- Dedicated account manager
- Custom onboarding
- SLA guarantee
Enterprise
For carriers, networks, and large organizations.
CustomTailored to your needs
- Custom policy & user limits (100k+ policies)
- Everything in Agency
- API access & webhooks
- Custom reporting engine
- Dedicated support team
- Custom / self-hosted deployment options
Weighing options? See how PolicyBalance compares to traditional agency management systems.
Frequently 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.