Founder Edition pricing

Transparent launch pricing for the first 50 agencies.

OneagencyOS Founder Edition gives early agencies the full operating system at a simple price while we continue building with direct feedback from agency owners and teams.

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OneagencyOS Founder Edition

$299/month

Includes up to 5 users and the full OneagencyOS agency management platform.

Monthly plan$299Billed monthly
Annual pay-in-full$3,58812 months paid upfront
Included users5Owner, manager, producers, CSRs
Additional users$25Per user per month

What is included

The full OneagencyOS platform.

Founder agencies are not buying a limited starter shell. The plan includes the operating tools we have been building for personal lines agencies first.

Agency Management SystemClient, household, policy, billing, notes, timeline, document, and agency workspace management.
CRM / Sales PipelineLead intake, quote workflow, client health, retention workflow, and follow-up visibility.
Document ManagementClient file tabs, policy documents, signed applications, ACORD/document tools, and file organization.
Email IntegrationConnected Outlook and Gmail workflows with client-thread filing and AI prioritization.
Tasks & WorkflowsKanban-style quote and renewal workflows, automated follow-up prompts, and team task tracking.
Commission TrackingCarrier rates, producer splits, renewal/new business agreements, and reporting support.
Reporting / DashboardPremium, policy count, producer performance, agency goals, client health, and workflow reporting.
OneagencyOS SignNative e-signature packet creation, field placement, audit trail, completed-document filing, and disclosures.
AI Underwriting AssistantAgency-specific guideline/manual answers and AI helpers for workflows, emails, renewals, and client work.
Carrier IntegrationsIncluded as they become available, subject to carrier approval, appointment status, and third-party access requirements.
Client PortalAgency-branded client portal for read-only policy information and downloadable approved documents.
Founder Feedback AccessDirect access to the OneagencyOS product team for feedback, launch priorities, and feature guidance.

Plain-language terms

No surprise pricing.