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What Does it Cost

It's never been simpler to position your agency for success. Signing up only takes a moment, and then you're on your way.

Pay as you go


  • Pay Month to Month
  • Try it for 30 Days
  • 100% Refund
  • Keep Your Data

Some of our fans

Being able to reach my clients on thier smartphones has really changed the types of insureds I am going after. Now that the majority of them are self service, I write more and do less! I couldn't do it without PolicySpot! -

Samuel C. from Phoenix
Who is PolicySpot?

Oh, we're only the leaders in insurance cloud transactions. We've been around for almost 10 years, and are the makers of many current online carrier and wholesale management systems. Our company was founded by an insurance technology expert, and our mission is to help small agencies succeed.

More about the money-back guarantee.

We think you're going to love PolicySpot. But on the off chance you don't, you have 60 days to cancel and request a refund. Just give us a call or send us an email and we'll take care of it.

How can I pay for PolicySpot?

Currently we accept Visa, MasterCard, and American Express.

What happens if I cancel my account?

Don't worry, you can take your data with you when you go. If you decide to end your PolicySpot subscription, you will be able to export your data to Microsoft Excel before you sign out for the last time. We'll miss you, but we understand.

Do I have to sign a long-term contract?

Nope. You pay monthly, with no commitment or contract to sign. You can cancel any time, though we can't prorate payment if you close your account mid-cycle.

What’s your privacy policy?

We understand how important your personal information is to you. We are committed to keeping it strictly confidential. Your privacy is not for sale -- we will never sell, rent, or otherwise abuse the private information you have trusted us with. Read our full privacy policy »

Will PolicySpot work in my browser?

Probably. PolicySpot supports the following browsers: Internet Explorer 8.0+ (Windows only) Firefox, two latest releases only (Windows and Mac) Safari, two latest releases only (Mac only). Google Chrome, current version only (Windows and Mac)

How safe is my data?

Our software infrastructure is updated regularly with the latest security patches. Our products run on a dedicated network that is locked down with firewalls and carefully monitored. We run third-party security scans every day to make sure our infrastructure is highly secure and completely up-to-date. Read our full security policy »

What if I need help?

Help from a real live person is just a phone call, online chat, or email away. If you've got questions, we've got answers. We want to hear your feedback and suggestions, as well as answer any question you may have. So feel free to contact us at (800) 414-9638 or send an email to [email protected]

It's So Easy To Sign Up For PolicySpot

Store and send policies, self serve certs, and accept credit card payments by signing up.

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