Pricing built for execution roles

Pricing that matches the way agents and leaders actually operate.

ApexLedger is not priced like a generic CRM. It is priced like an execution and coaching operating system built specifically for life insurance agents, agency leaders, and teams pursuing elite production.

Choose the plan that fits your role today, while keeping the structure, discipline, and coaching leverage you need to turn activity into production.

KPI pace + gap-to-target visibility CRM pipeline + follow-up discipline Leader coaching visibility Built for MDRT-level execution rhythm
Why it matters

More than record-keeping

ApexLedger helps users act on the business, not just log the business after the fact.

For agents

Execution clarity

See pace, priorities, pipeline movement, and the next actions that protect momentum.

For leaders

Coaching leverage

Know who is off pace, where the leak is, and what conversation matters most right now.

For teams

One operating reality

Agents and leaders work from the same numbers, the same rhythm, and the same production truth.

Save 2 months on annual

Agent Star

For agents who want execution clarity and a cleaner weekly production rhythm.
$ 290 /yr
after trial, billed annually
Built for personal production discipline
Start 7-Day Trial (Agent) →
  • Personal execution dashboard (WTD / MTD / YTD)
  • Goal pace, gap-to-target, and funnel visibility
  • CRM pipeline with follow-up discipline
  • Momentum scoreboards and leaderboard visibility
  • Export-ready tracking history
Best for individual advisors who need clearer execution, stronger consistency, and better control over pipeline movement.
Recommended

Agency Leader Champion

For leaders who need coaching leverage, team visibility, and intervention-ready execution oversight.
Base plan + team seats. Add seats: $19/mo per seat ($190/yr). Includes 10 seats.
$ 390 /yr
after trial, billed annually
Built for coaching leverage across a team
Start 7-Day Trial (Team) →
  • Everything in Agent Star, plus:
  • Team dashboards, rollups, and pace visibility
  • Intervention-ready pipeline intelligence
  • Coaching visibility across roles and teams
  • Leadership-ready reporting and CSV export
  • Manage seats and invites at /manage-group/
Best for agency leaders, branch leaders, and sales heads who need to coach faster, spot risk earlier, and align the team around one execution system.

Why this pricing structure works for ApexLedger

The pricing is intentionally role-based, not feature-chaos pricing. Agents buy personal execution clarity. Leaders buy coaching leverage, team visibility, and the ability to intervene faster. That is a much cleaner fit for how life insurance production actually works in the field.

Agent Star Positioned as the personal execution system that helps an advisor protect pace, improve follow-up consistency, and turn weekly discipline into production momentum.
Agency Leader Champion Positioned as the leadership operating layer that helps managers coach the right people on the right problem before numbers deteriorate further.
Why not cheaper? Because ApexLedger is not a basic list manager. It combines KPI pacing, CRM discipline, coaching visibility, and production operating rhythm inside one role-specific system.
Why still accessible? Because transparent self-serve pricing lowers adoption friction and makes it easier for agents and agencies to start now, not after a sales process.
What happens after the trial? At the end of 7 days, you will be automatically charged based on the plan you choose to keep access. Cancel anytime within the trial period to avoid being charged.
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Common questions

Everything the buyer needs to understand before starting.

The pricing page should not just list features. It should remove hesitation and help the buyer understand how ApexLedger fits the role they are in now.

Is the 7-day trial really free?

Yes. You get full access for 7 days before billing begins on the plan you selected.

Who is ApexLedger built for?

It is built for life insurance agents, agency leaders, branch leaders, and sales heads who want a stronger operating system for production and coaching.

Does this replace spreadsheets and a basic CRM?

That is the goal. ApexLedger brings KPI pace, pipeline discipline, follow-up structure, and coaching-ready visibility into one system.

How do seats work on the team plan?

Agency Leader Champion includes 10 seats. Additional seats are billed at $19/mo or $190/yr per seat.

Final call to action

Build the execution system before another quarter slips.

ApexLedger gives agents clearer pace control, gives leaders stronger coaching leverage, and gives teams a disciplined operating rhythm from activity to production. Start the trial and see what sharper execution feels like in the field.

Start 7-Day Trial (Agent) Start 7-Day Trial (Team)
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