Pricing

One teammate. Priced by your book, not by seats.

Bella is an AI operator, not another login your producers ignore. Connected workflows, authority boundaries, and rollout timing are confirmed during onboarding.

Solo

A single producer who needs the admin off their desk.
$149/ month
Start with Solo
  • One connected mailbox, triaged: tasks pulled, replies drafted, the rest filed
  • CRM updates prepared from connected work, subject to the configured workflow
  • Quote and renewal tracking so nothing lapses
  • Tasks tracked and reminded so nothing is forgotten
  • The live command center dashboard
  • Configured monitoring and task workflows can run around the clock
Most popular

Agency

A growing broker agency with a real flow of new business.
$499/ month
Choose Agency
  • Everything in Solo, plus
  • Up to 5 connected mailboxes for your team
  • Carrier and GA coordination, chased to a response
  • Document AI: applications, forms, and carrier statements turned into clean data
  • E-signature on agreements, prepared and tracked
  • Multi-attendee meeting scheduling, plus Bella joins video calls and takes the notes
  • A daily intelligence brief on what needs your attention

General Agency

A GA or IMO running a downline of agents and carriers.
$1,499/ month
Choose General Agency
  • Everything in Agency, plus
  • Inbound and outbound calls handled by voice
  • Commission reconciliation: carrier statements matched to deposits
  • Carrier and regulatory change monitoring
  • Social presence published on your behalf
  • Team rollup across agents and unlimited mailboxes

Private

Large agencies that want Bella on their own infrastructure.
Custom
Talk to us
  • Everything in General Agency, plus
  • Private deployment: your data stays on hardware you control
  • White-label in your agency's brand
  • Custom workflows and integrations
  • Dedicated onboarding and support

No per-seat pricing. Cancel anytime. Feature availability depends on connected systems, configured workflows, and your approval policy.

Why this beats the tools you already pay for.

Agency management systems store your data and wait for someone to act. Bella can execute configured, approval-bounded workflows.

She does the work, not just holds it

Most platforms are filing cabinets with a search bar. Bella reads, decides, drafts, chases, and files, then surfaces only what needs your call.

Email and text, not just a CRM field

She works from the channels deals actually happen on, pulling the task out of a forwarded email or a quick text and acting on it.

Private by default

On the Private plan your client data runs on hardware you control, not pooled in someone else's cloud. That is rare in this category.

Questions agencies ask

Do I have to switch my CRM or carriers?

No. Bella works inside the tools and mailboxes you already use. There is no migration project and nothing to rip out.

Is this priced per agent?

No. You pay for the plan, not for seats. Adding producers does not add cost the way hiring or per-seat software does.

How is my client data handled?

On the Private plan it stays on infrastructure you control. On other plans it is isolated to your agency and never shared across customers.

How fast can she start?

Setup is handled for you. Once your systems are connected and workflows are configured, rollout timing is confirmed during onboarding.