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Starter
For small broker teams
A focused starting point for small broker teams that need cleaner lead, client and application handling.
- Lead and client management
- Basic quotes and applications
- Email/SMS-ready
Pricing
Request pricing shaped around your brokerage.
Pricing depends on brokerage size, required workflows, document automation, signatures, reports and communication volume. Tell us how your team works and we will recommend the right starting point.
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Professional
For growing brokerages
For brokerages that need PDF automation, signing workflows, mandates and stronger visibility across daily work.
- PDF automation
- Signing workflows
- Broker mandates
- Advice records
- Reports
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Enterprise
For multi-branch or high-volume teams
For brokerages that need custom templates, advanced permissions, tenant controls and implementation support.
- Advanced permissions
- Tenant-specific templates
- Custom onboarding
- Integration support
Pricing FAQ
Common questions before requesting pricing
Pricing depends on brokerage size, workflow scope, document automation needs and communication volume.
Does Indemniti support multi-tenancy?
Yes. Indemniti is designed for isolated broker workspaces, users, permissions and tenant-level settings.
Can provider forms be configured?
Yes. The platform direction includes provider forms, field mapping and pre-filled insurer PDF workflows.
How do signatures work?
Signature workflows can support secure signing links, broker mandates and signature overlays on insurer documents.
Are SMS and email included?
Pricing depends on communication needs, volumes and the workflows your brokerage wants to enable.
What about WhatsApp?
WhatsApp click-to-chat can be part of the communication workflow discussion without implementing platform billing in this module.
How is data security handled?
Security is scoped around controlled access, isolated workspaces and clean data handling. Production security details should be confirmed during implementation.
Request pricing
Talk to us about your brokerage workflow.
We will help map the right package around team size, document automation, signatures, reports and communication needs.