AgentPresent
Pricing
CRM add-on for licensed agents — presentation layer only, not quoting. Beta pilots currently run on All-Access access (Life, Health, Wealth, and P&C modules).
Starter
$29.99/mo
- •Life module (Term + IUL)
- •Client presentation + PDF export
- •Share link + live sync
- •CRM import (manual + Zapier)
AEP ready
Pro
$49/mo
- •Everything in Starter
- •Health / Medicare Supplement module
- •AgencyZoom native import
- •Kiosk handoff mode
- •AEP-ready Medigap library (12+ carriers)
All-Access
$79/mo
- •All current + future modules
- •Wealth / FA presentation (Phase 3)
- •P&C lite compare (Phase 4)
- •Priority carrier library updates
Team
$99/mo
- •Everything in All-Access
- •Shared case library (coming soon)
- •IMO / agency branding (roadmap)
- •Dedicated onboarding