Pricing coming soon — leads and dialer minutes stay pay-as-you-go. Join the Waitlist

Taylored Legacy

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Pricing

Six tools, six bills. Or one.

We are still setting the numbers. What is already settled is the shape: one platform on one bill, with leads and dialer minutes metered so you never pay for volume you did not use.

01 — How it will bill

What is settled, before the numbers are

These four are commitments, not marketing. They will not change once the figures land.

One bill, not six

A dialer, a CRM, a lead source, a quoting tool, a leaderboard and a training portal arrive as one line item instead of six renewals on six different dates.

Leads and Minutes Stay Metered

You are never charged for volume you did not use. Marketplace leads and dialer minutes are pay-as-you-go and always will be — that part is not going behind a seat price.

Real allowances, never a fake unlimited

Every plan will state its allowance as a number you can check against your own usage. No asterisk, no fair-use clause that means the opposite.

Free for Our Own Agents

Agents writing under Agency Architect get the platform at no cost. The paid plans are for agencies running their own book on it.

02 — Plans

Three shapes, priced soon

The tiers are decided. The figures are not, and we would rather show you a blank than a number we intend to change.

Agent

TBD

A licensed producer running their own book.

  • Full Platform Access
  • Metered leads and minutes
  • Free for Our Own Agents

Agency

TBD

A manager with a downline to see and coach.

  • Everything in Agent
  • Team boards and coaching queue
  • Override and production reporting

Enterprise

Talk to us

A carrier or IMO running many agencies.

  • Everything in Agency
  • White-label branding
  • Dedicated onboarding

Waitlist

Know the price the day we do.

Leave an email and we will send the pricing when it is set. No sequence, no drip, one message.