Pricing built for outcomes

Choose the plan that gives you clearer next moves and stronger pace control.

ApexLedger is priced around the outcome each role needs most. Agents buy execution clarity. Leaders buy coaching leverage, earlier risk detection, and faster pace recovery across the team.

The goal is not to sell more software. The goal is to help the field act sooner, protect momentum, and build MDRT-level execution rhythm with less guesswork.

Know the next move sooner Recover pace before production slips Coach the right person on the right problem Build MDRT-level execution rhythm
What you are buying

Earlier decisions

See what matters before a week gets wasted and act while the opportunity can still move.

For agents

Pace protection

Know the next lead, the next follow-up, and the next move that keeps momentum alive.

For leaders

Intervention clarity

See who is slipping, why now, and what coaching move gives the team the best chance to recover.

For the business

Stronger execution rhythm

Give agents and leaders one operating reality so production decisions get sharper across the field.

Save 2 months on annual

Agent Star

For agents who need cleaner weekly decisions, stronger follow-up, and better pace control.
$ 290 /yr
after trial, billed annually
Built for personal production momentum
Start 7-Day Trial (Agent) →
  • Daily Coach priorities and next actions
  • Pace, gap-to-target, and funnel pressure in one view
  • Leads follow-up discipline that keeps cases moving
  • Practice and recovery guidance before a week slips
  • History and export access when you need the record
Best for individual advisors who want fewer wasted weeks, better next-step clarity, and stronger consistency from activity to production.
Recommended

Agency Leader Champion

For leaders who need to spot risk earlier, coach better, and recover team pace faster.
Includes 10 seats. Additional seats can be added as the team grows.
$ 390 /yr
after trial, billed annually
Built for coaching leverage and team recovery
Start 7-Day Trial (Team) →
  • Everything in Agent Star, plus:
  • Team pace view across people and pipeline
  • Coach Team priorities with intervention-ready focus
  • Early risk detection before numbers slip further
  • Shared execution rhythm across agents and leaders
  • Reporting and operational controls when leadership needs them
Best for agency leaders, branch leaders, and sales heads who need sharper interventions, faster recovery moves, and stronger coaching leverage across the team.

Buy the outcome your role needs right now

This pricing is role-based on purpose. Agents buy clearer execution and better pace control. Leaders buy earlier intervention, stronger coaching leverage, and a faster way to recover team momentum. Operational details still matter, but they should never be the main reason someone buys.

Agent Star Use it when the biggest problem is inconsistent execution, weak follow-up, or too much guesswork about the next move.
Agency Leader Champion Use it when the bigger need is coaching at scale, earlier risk detection, and faster intervention before production slips further.
Why priced this way? Because life insurance production is role-specific. The value is not a pile of features. The value is sharper decisions, better recovery, and stronger execution rhythm in the field.
Where do admin details live? Billing, seats, invites, and other operating details are still available, but they sit lower on the page and inside the account workflow where they belong.
Operational details. Your 7-day trial starts immediately. After the trial, billing begins on the plan you selected unless you cancel first. Team seat additions, billing control, and invite management are available after signup inside the team account workflow.
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Common questions

Everything the buyer needs to understand before starting.

The main story is outcome first. This section handles the practical details so the buyer can say yes without confusion.

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 each plan for?

Agent Star is for individual agents who need better pace control and clearer next actions. Agency Leader Champion is for leaders who need stronger coaching leverage and faster team intervention.

Does this replace spreadsheets and basic tools?

That is the goal. ApexLedger brings pace, leads discipline, follow-up structure, and coaching-ready decision support 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, and invite controls are handled after signup inside the team account workflow.

Final call to action

Start with the role you are in today. Keep the execution system as you grow.

Choose the plan that helps you make better decisions now. ApexLedger is built to give agents cleaner pace control, give leaders stronger intervention clarity, and give teams a better chance to protect momentum before another quarter slips away.

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