Agency Pricing

---	Start Min 5 Users	Build 6-25 Users	Grow 26-100 Users	Scale 101-500 Users	Enterprise 500+
Onboarding	$5k	$10k	$15k	$25k	Contact For Details
Monthly (Per User)	$200	$175	$150	$125
Customization and Enhancements	$150/hr	$150/hr	$150/hr	$150/hr
Carrier Commission Tracking	1% of Total Commissions	1% of Total Commissions	1% of Total Commissions	1% of Total Commissions
IT Support	Service Desk Email Support	Service Desk Email Support	Private Slack Channel Service Desk Email Support Chat Support	Private Slack Channel Service Desk Email Support Chat Support Phone Support
Solutions Consulting	N / A	N / A	Monthly	Bi-Weekly
Case Study Discount	$1,000 Onboarding Credit	$1,500 Onboarding Credit	$2,000 Onboarding Credit	$2,500 Onboarding Credit

How long does it take to get started?

It depends on the requirements. Typically, we can get a small agency (50 users or less) up and running in two weeks or less. Larger businesses can take a month or more. The best way to get a more accurate ballpark is to connect with us about your specific needs.

What does the Onboarding Process include?

“Onboarding” is an easy three-step process to get you up and running:

Meet with Leadership:

AgencyStack is a hybrid off-the-shelf CRM platform – it’s pre-built and ready to fly with a few pieces designed to be tailor-made around your business process. We know you do things differently, and we want to make sure AgencyStack is configured to enhance your way of doing business.

The first step is for our Solutions team to meet with your Leadership team:

We’ll learn about your process to design and automate your daily workflows;
Identify the most important business metrics you want to track and view every day;
Identify all systems used on a daily basis to integrate with AgencyStack and make sure your agents only have to work in one place.

This is typically a 30-minute call, but for those extra excited to dive in we can allocate additional time as desired (we’re just as excited as you are).

System Implementation

The second step is getting you up and running! As long as you are available to answer questions as they come up, that is all we need.

Ongoing Adjustments, Modifications, and On-Demand support

In the beginning, we expect a LOT of communication. This can be from your managers, agents individually, and leadership themselves for any number of clarifications, additions, adjustments, bug fixes, etc. In order to deliver the best quality product, we increase our availability to a near On-Demand level during the first few months of implementation.

What does the Onboarding Process include?

What does the onboarding fee include?

We expect a TON of communication in the beginning; there’s a lot of information to exchange as we get to know each other. We front-load an exceptional amount of resources up-front to get everything working seamlessly.

During this critical On-Boarding period, there are a massive number of T’s to be crossed and I’s to be dotted. Our experience is that customers are the happiest when these requests, inquiries, and fixes are addressed incredibly fast.

How long will this stop business for?

The standard implementation does not require any downtime for your business.

We are essentially swapping out your current system with your new AgencyStack.

Do I have to be involved with the onboarding process?

That’s entirely up to you. We typically find that the managers most involved with the Fulfillment and Sales processes are most effective at communicating your particular needs to our team. Everyone is free to determine their level of involvement; some owners like to oversee directly, and others prefer to delegate to managers.

It depends. We typically find that the managers most involved with the Fulfillment and Sales processes are the most effective at communicating needs to StackBoost. Everyone is free to determine their level of involvement; some owners like to oversee directly, and others prefer to delegate to managers.

Do you provide training?

Yes!

Most agencies haven’t found it necessary based on how intuitive the platform is, but we do offer personalized training as needed to management and your team. We can schedule time immediately after launch and help walk everyone through the system to ensure your entire team maximizes its benefits.

What does IT support include?

Yes! Our support is available to answer your questions. This can be questions such as:

Anything that starts with “This might be a dumb question, but…”
“How do I…”
“Something broke!”
“I’m getting an error!”
“I have an idea!”
“How are you doing today? ”

How often can we make changes to our reports?

Typically, as often as you need.

Extremely complex reports can be billed as custom development; the rule of thumb is that if it is a new report or a new requirement, it will be billable as custom development. If it’s an adjustment to an existing report, it is covered under support.

What other fees and costs will come up in the future?

The only additional fees or costs will be based on any customization or modification you want to do. If you come up with cool new ideas to streamline your process that doesn’t already exist within AgencyStack, we LOVE to help make those ideas your new normal.

The cost of custom development is estimated (and guaranteed) upfront so you can measure the ROI of your idea and make an informed decision.

What other fees and costs will come up in the future?

When can we add or remove users?

As needed. Submit a ticket through the portal, call, email or send us a Slack Message to get a new user set up for you.

Can we integrate with other systems in the future? i.e. MailChimp, Quoting Tools, etc.

Sure can! Just let us know what new fancy toys you want to add and we’ll help add them to your AgencyStack.

Can you explain “Custom Development” a little more?

Custom Development is available to you when you inevitably need to incorporate new functions, features, or integrations into your AgencyStack. This can include:

Integrate with a new Quoting Tool
Automate a submission with a new carrier
Build a new conversion report for a test campaign

Custom development costs are always Guaranteed in advance.

This means that we will review the requirements for you, construct a plan for implementation, and give you a fixed quote for the whole project based on our predicted number of hours. We do require a 50% commission to begin the project with the remaining balance to be paid on the satisfaction of the requirements.

The purpose of custom development is to give you a fixed cost method of “bolting on” new features and ideas to your AgencyStack

One example: For a company, we implemented an AutoPilot bot in Twilio to help customers with common issues. We reviewed their list of common questions and quoted $4,400 to complete the project. They agreed, commissioned, the project, and we completed it in about two weeks. They were satisfied with the result, which saved each of their Customer Service agents 1-3 hours per day on the phone.

How can I tell if something is covered by Support or will be Custom Development?

There is a simple rule of thumb.

If it is a brand new requirement or large project, and requires a skilled programmer to implement, it is billable as custom development.

Examples:

I need an IVR like Chase Bank’s Customer Service line to answer common questions before it gets routed to an agent
I need an SMS text to go out 1 Day, 7 Days, One month, and Two months before the customer’s effective date to remind them that their policy is going live
I need email, text, and an automated phone call to go out to a client to remind them to call in about Part D coverage
When a Medicare Supplement lead is Closed due to “Low Income”, create a Medicare Advantage Lead
Set up our Facebook Leads to auto-populate into our CRM and assign to an agent according to our business rules

If it involves a function that already exists and needs to be adjusted or is broken, it will be covered by our Support team.