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Premier

30 Day Free Trial

Most Popular

Included In Plan

  • Custom Colour Pallet & Logo
  • Fully Unbranded Reports
  • Term, UL, CI, Multiple WL Engine
  • Interactive Case Sharing (with Heat Mapping)
  • Credit to the Capital Dividend Account
  • Buy Term Invest the Difference
  • Automated Term Rewrite
  • Recipe Automation
  • Fully Unbranded Reports
  • All Templates
  • Unlimited Support
Billed Annually

$99.00 CAD / Month

View Plan

Premier

30 Day Free Trial

Most Popular

Included In Plan

  • Custom Colour Pallet & Logo
  • Fully Unbranded Reports
  • Term, UL, CI, Multiple WL Engine
  • Interactive Case Sharing (with Heat Mapping)
  • Credit to the Capital Dividend Account
  • Buy Term Invest the Difference
  • Automated Term Rewrite
  • Recipe Automation
  • Fully Unbranded Reports
  • All Templates
  • Unlimited Support
Billed Annually

$99.00 CAD / Month Select

Billed Monthly

$118.80 CAD / Month Select

View Plan

Elite

30 Day Free Trial

Included In Plan

  • Unlimited Cases
  • Unbranded Reports
  • Term, UL, CI, Multiple WL Engine
  • Automated Term Rewrite
  • Recipe Automation
  • Unlimited Support

Not Included In Plan

  • Interactive Case Sharing (+ Analytics)
  • Credit to the Capital Dividend Account
  • Inforce Automation
  • Fully Unbranded Reports
  • Custom Colour Pallet
Billed Annually

$79.00 CAD / Month Select

Billed Monthly

$94.80 CAD / Month Select

View Plan

Pro

30 Day Free Trial

Included In Plan

  • Unlimited Cases
  • Brand With Your Logo
  • 5 Templates
  • Term Reissue
  • Unlimited Support

Not Included In Plan

  • Unbranded Reports
  • CI, Multiple WL Engine
  • Interactive Case Sharing (+ Analytics)
  • Credit to the Capital Dividend Account
  • Buy Term Invest the Difference
  • Automated Term Rewrite
  • Recipe Automation
  • Inforce Automation
Billed Annually

$59.00 CAD / Month Select

Billed Monthly

$70.80 CAD / Month Select

View Plan

Basic

30 Day Free Trial

Included In Plan

  • Unlimited Cases
  • T10, T20, T30 & UL Engine
  • 3 Templates
  • Unlimited Support

Not Included In Plan

  • Unbranded Reports
  • CI, Multiple WL Engine
  • Interactive Case Sharing (with Heat Mapping)
  • Credit to the Capital Dividend Account
  • Buy Term Invest the Difference
  • Automated Term Rewrite
  • Recipe Automation
  • All Templates
Billed Monthly

$39.00 CAD / Month Select

Available Addons

Account Confirmation

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$0.00 (CAD)

Next Invoice: Jan 08, 2026
Price: $1,188.00 (CAD) - Plus applicable taxes.

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