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Pricing for Insurance Teams


Pricing designed for claims and underwriting teams — based on scale, complexity and performance needs.

Move from fragmented QA and coaching to structured, visible performance management across your organization.


Built for How Insurance Teams Operate

  • Claims and underwriting teams working across multiple systems and spreadsheets
  • QA processes that vary by team or business unit
  • Inconsistent documentation and coaching
  • Limited visibility into root causes and performance trends

Business Unit

Establish consistent performance
(up to 100 users)

Standardize claims or underwriting quality and move off spreadsheets with a structured, auditable process.

  • Quality audits (Claims and Underwriting)
  • Closed-loop audit workflow
  • Audit rebuttal process
  • Audit ready documentation
  • Dedicated implementation support
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Multi-Unit

Standardize performance across teams
(101–500 users)

Align quality, coaching, and performance management tracking across teams and business units.

  • All Business Unit features
  • Coaching and feedback workflows
  • Root cause analysis
  • C2View℠ Standard analytical dashboard
  • Dedicated Implementation Support
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Enterprise

Enterprise-wide visibility and control
(500+ users)

Gain visibility across business units with advanced reporting, data integrations and centralized performance tracking.

  • Knowledge management system
  • Learning management
  • Data integrations (SFTP or API)
  • C2View℠ advanced, customizable analytics
  • Dedicated implementation support
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Frequently Asked Questions

How much does insurance performance management software cost?

Insurance performance management programs typically range from $25,000 to $150,000+ annually, depending on functional scope, team size and data integration requirements.

Is pricing based on licenses or features?

Pricing is based on a combination of team size, functional scope, implementation requirements and contract term. Higher tiers support broader operational needs and include additional capabilities.

Is there a minimum contract size?

Yes. Insurance programs start at $25,000 annually. 

What is included in each tier?

Each tier is designed for a different level of operational scale and capability.
The Business Unit tier is focused on Quality. The Multi-Unit tier expands to include Coaching workflows, Root Cause Analysis and an Analytics Dashboard. The Enterprise tier includes those capabilities plus a Knowledge Base, Learning Management, Data Integrations and Customizable Analytics Dashboards.

Can pricing vary based on both team size and functionality?

Yes. Pricing reflects both the size of your team and the capabilities required. This allows flexibility to support different use cases across organizations, regardless of size.

Can pricing scale as we expand to additional business units?

Yes. Pricing can scale as you add teams, business units, or additional functionality over time.

What does implementation include?

Implementation is scoped separately and priced as a one-time fee to ensure the platform is properly configured to your organization’s workflows, audit structures and reporting requirements.

This includes platform configuration, creating initial audit forms, workflow design, data setup and access to our Support and Client Success teams to ensure your team is set up for long-term success.

Is implementation included in the subscription price?

Implementation is scoped separately and priced as a one-time implementation fee. This ensures the platform is configured to match your claims or underwriting workflows and reporting needs.