Priced per producer.
Scales with your book.
Every plan reads, files and checks the documents you already handle. Move up as your client book — and your team — grows. No setup fees, no per-document charges.
For solo agents and small agencies getting their whole book in one place.
Early access- The essentials, fully automated:
- Up to 2 producers & 250 active policies
- Email forwarding & auto-built client book
- WhatsApp forwarding Coming soon
- Structured policy review & renewal diffs
- Advisory gap analysis & 50 wording Q&A / mo
- Email support
For growing brokerages that live in their book and pitch on every renewal.
Early access- Everything in Small Teams, plus:
- Up to 25 producers & 2,000 active policies
- Critical + advisory gap analysis, clause-cited
- Quote comparison & carrier-ready submission drafting
- Market appetite tracker & unlimited wording Q&A
- Shared workspace, roles & priority support
For large agencies and MGAs with scale, security and compliance needs.
- Everything in Pro, plus:
- Unlimited seats & policies
- SSO / SAML, granular permissions & audit log
- API access & custom data residency
- White-glove migration & dedicated CSM
- 99.9% uptime SLA
Every detail, side by side.
Small Teams |
Pro |
Enterprise |
|
|---|---|---|---|
| Capacity & ingestion | |||
| Producer seats | Up to 2 | Up to 25 | Unlimited |
| Active policies tracked | 250 | 2,000 | Unlimited |
| Email forwarding | |||
| WhatsApp forwarding | Coming soon | Coming soon | Coming soon |
| Auto-built client book | |||
| Document history retention | 12 months | 5 years | Custom |
| Document intelligence | |||
| Structured policy review | |||
| Renewal diff vs expiring terms | |||
| Coverage gap analysis | Advisory only | Critical + advisory | Critical + advisory |
| Clause-cited findings | |||
| Wording Q&A (clause-cited) | 50 / month | Unlimited | Unlimited |
| Pipeline & market | |||
| Quote comparison artifacts | — | ||
| Submission drafting | — | ||
| Market appetite tracker | — | ||
| Renewal action queue & alerts | Basic | Advanced | Advanced |
| Collaboration & control | |||
| Shared team workspace | — | ||
| Roles & permissions | — | Standard | Granular |
| Audit log | — | — | |
| SSO / SAML | — | — | |
| Data residency | Standard (SG) | Standard (SG) | Custom region |
| Support & onboarding | |||
| Support | Priority | Dedicated CSM | |
| Onboarding | Self-serve | Guided migration | White-glove |
| API access | — | — | |
| Uptime SLA | — | — | 99.9% |
Before you decide.
What counts as an "active policy"?
Any in-force policy Finsuri is tracking for you — across every carrier and line of business. Lapsed and historical records don't count toward your limit.
Is there a per-document charge?
No. Forward as many schedules, wordings, quotes and contracts as you like. Extraction, review and gap analysis run on everything at no extra cost.
Can I change plans as my team grows?
Yes — upgrade or add seats at any time and we prorate the difference. Your client book, history and settings carry across untouched.
Where is my data stored?
Documents and extracted data are held in-region by default, with Singapore residency on every plan. Enterprise can specify a custom region and retention policy.
Does Finsuri replace my judgement?
Never. Finsuri preps the work and cites its sources — every gap points to the clause behind it. The licensed intermediary always makes the call.
How does the free trial work?
We're rolling out access in waves. Join the waitlist and we'll open your trial seat — we'll even process a handful of your real documents to start.
Stop typing.
Start advising.
Pick the plan that fits your book today — and move up the moment it grows. First, claim your early-access seat.