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.

Solo

Perfect for independent brokers

$49/ month, billed monthly
Save 15% on annual: $499 / year
One-time setup
$0
  • 1 user
  • Unlimited intakes
  • Basic broker branding
  • 14-day share links
  • PDF export

Cancel anytime — secure Stripe Checkout.

Most popular

Agency

Perfect for small to mid-size brokerages

$199/ month, billed monthly
Save 15% on annual: $2,029 / year
One-time setup
$499
  • Up to 10 users
  • Team dashboard
  • Custom branding
  • File storage
  • Priority support

Cancel anytime — secure Stripe Checkout.

Enterprise

Perfect for large brokerages and MGAs

$799/ month or custom
or custom setup
$1,999
  • Unlimited users
  • White-label
  • SSO / SAML
  • Dedicated support
  • Custom domains
  • API access

Tailored deployment, security review and onboarding.

Compare plans

Every feature, side-by-side.

From a single broker to a national brokerage — everything you need to send, capture and secure underwriting-grade intakes.

FeatureSoloAgencyEnterprise
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)BasicAdvancedFull
Single Sign-On (SSO / SAML)
Branding & files
Broker branding on PDFsBasicCustomWhite-label
Custom domain
File storage (DLs, photos, dec pages)1 GB25 GBUnlimited
Team & administration
Users included1Up to 10Unlimited
Team dashboard
Admin controls & rolesStandardAdvanced
Audit log30 days1 year
Integrations & support
Email support
Priority support (SLA)
Dedicated success manager
REST API access
FAQ

Questions, answered.

Still curious? Reach us at [email protected] or call 215.380.6244.

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.

All plans include GLBA-compliant data protection. Cancel anytime.

Built for U.S. P&C brokers and MGAs. SOC 2-aligned controls, encrypted at rest and in transit, with audit-ready records of every share link, revocation and submission.

EC
ECIW Systems
Carrier-grade insurance intakes
ECIW Systems
Efficient Client Intake Workflow Systems
Philadelphia, PA, USA

Disclaimer: ECIW is a technology platform that assists licensed Property & Casualty brokers. ECIW does not sell insurance, provide advice, or bind coverage.

© 2026 ECIW Systems · Efficient Client Intake Workflow Systems · All rights reserved.Built for U.S. P&C brokers and MGAs.