Pricing & Plans
ECIW — Simple, Secure Client Intake for P&C Brokers
Start collecting perfect underwriting data in minutes. No more back-and-forth emails or paper forms.
GLBA-compliant data protection Token-based share links 14-day free trial on every plan
Annual billing saves you the equivalent of nearly two months on every plan.
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Every feature, side-by-side.
From a single broker to a national brokerage — everything you need to send, capture and secure underwriting-grade intakes.
| Feature | Solo | Agency | Enterprise |
|---|---|---|---|
| Intakes & wizard | |||
| Unlimited intakes | |||
| Personal & commercial lines wizard | |||
| Plain-English client mode | |||
| PDF export | |||
| Sharing & security | |||
| 14-day share links | |||
| Revoke share links instantly | |||
| Session timeout & auto-logout | |||
| GLBA-compliant data protection | |||
| Privacy controls (revoke, redact, export) | Basic | Advanced | Full |
| Single Sign-On (SSO / SAML) | |||
| Branding & files | |||
| Broker branding on PDFs | Basic | Custom | White-label |
| Custom domain | |||
| File storage (DLs, photos, dec pages) | 1 GB | 25 GB | Unlimited |
| Team & administration | |||
| Users included | 1 | Up to 10 | Unlimited |
| Team dashboard | |||
| Admin controls & roles | Standard | Advanced | |
| Audit log | 30 days | 1 year | |
| Integrations & support | |||
| Email support | |||
| Priority support (SLA) | |||
| Dedicated success manager | |||
| REST API access | |||
Every Solo and Agency plan starts with a 14-day free trial. You get full access to ECIW during the trial, no credit card required. At the end of 14 days you can pick a plan, switch to annual, or simply walk away — your data is never sold and can be exported as a PDF or JSON at any time.